by Brian Douglas | Jan 8, 2018 | Estate Planning
If you would like to work with us after getting to know the firm through our email newsletter or one of our free workshops, the next step is scheduling your EPIC Protection Planning Session. During the Session, we guide you through the probate process so you know...
by Brian Douglas | Jan 1, 2018 | Estate Planning
On December 13th, eighteen-year-old Alec Sutton was taken to Banner Desert Medical Center in Mesa, Arizona after suffering a brain injury in a tragic car accident. Friends and family were praying for a miracle and trying to get a second opinion when doctors refused...
by Brian Douglas | Jan 1, 2018 | Estate Planning
Probate is often referred to in a negative manner as many people want to avoid probate as much as possible. However, a general lack of understanding for what probate entails is behind this negative connotation that probate receives. What Is Probate? Probate is...
by Brian Douglas | Dec 27, 2017 | Estate Planning
As you begin thinking about estate planning, it is important to consider how you will choose to distribute assets that aren’t often thought of as part of your estate. Your IRA may be a bit “out of sight, out of mind,” especially if it was initiated by your employer....
by Brian Douglas | Dec 20, 2017 | Estate Planning
If you are a new parent or expecting your first child, estate planning may be the furthest thing from your mind. However, becoming a parent is when estate planning becomes essential. As a parent (or grandparent) there are a thousand things to worry about. Having...
by Brian Douglas | Dec 15, 2017 | Estate Planning
One of the most important decisions a person writing his or her trust needs to make is choosing who will be the trustee. However, not everyone knows what a trustee does. Below is a description of what a trustee does and why he or she is so important to the trust. What...
by Brian Douglas | Dec 14, 2017 | Estate Planning, Real Estate
If you are like most people, your home is the highest-value asset in your estate. As a large part of your estate, you will want to make sure that your home is properly prepared to transfer to your intended heir(s) as quickly, privately, and affordably as possible....
by Brian Douglas | Dec 7, 2017 | Estate Planning
The holiday season is a time for family, for thinking about what is most important in your life, and for showing those you love how much they mean to you. While it may not be the most festive thing on your mind, estate planning may be the most important gift that you...
