by kkpatton | Jan 12, 2021 | Estate Planning, Health Care Directives, Living Trust, Trust Maintenance
What is worse than finding yourself in the middle of a medical emergency? Finding yourself in the middle of a medical emergency with no plan or prior preparation! What can you do to prepare yourself for something that seems impossible to prepare for? The first...
by kkpatton | Dec 24, 2020 | Estate Planning, Health Care Directives
When it comes to end of life care are you prepared? I know the reality is who is ever actually prepared for when that time comes. But what I really mean is have you put advanced directives in place? And have you had the conversations you need to have with your loved...
by kkpatton | Dec 17, 2020 | Estate Planning, Health Care Directives
Have you chosen who you’d want to be your health care agent? Making that decision can be tough, and making an informed decision is the best way to give yourself peace of mind. A health care agent can be someone in your family or even a friend. When choosing someone to...
by kkpatton | Dec 8, 2020 | Estate Planning, Health Care Directives
What is something that every person aged 18 and up needs? A health care directive! Also known as an advance directive. Now some of you may be thinking one of two things… What in the world is a Health Care Directive Or Why do I need one? Well, let me answer both...
by kkpatton | Jan 26, 2019 | Estate Planning, Living Trust
At our recent Legacy Night event, we talked with clients about ways to pass on more than their money. I am a firm believer that estate planning is about more than passing wealth to the next generation. It is also a time to pass on your wisdom – those intangible...
by kkpatton | Nov 5, 2018 | Business Planning, Estate Planning, Living Trust, Pet Trusts
In the past, estate tax was often the tail that wagged the estate planning dog. In today’s world, the estate tax exemption has grown exponentially, and affects a relatively small number of people. In Arizona, we do not have an Arizona estate tax, so for the vast...
