Morris Hall, PLLC

Estate Planning Attorneys

MakePayment with multiple options
CALL NOW: 1 (888) 222-1328
  • Home
  • Our Firm
    • About Morris Hall
    • Attorneys
    • Our Team
    • Morris Hall Core Values
    • Communities We Serve
      • Arizona
        • Carefree
        • Flagstaff
        • Mesa
        • Oro Valley
        • Phoenix
        • Prescott
        • Scottsdale
        • Sedona
        • Tucson
    • Career Opportunities
  • Estate Planning Services
    • Advanced Estate Planning
    • Asset Protection
    • Power of Attorney
    • Trust Administration and Probate
    • Wills and Trusts
  • Resources
    • Blog
    • Do I Need an Estate Plan?
    • Elder Law Reports
    • Elder Law Resources
      • Phoenix Elder Law
      • Tucson Elder Law
    • Estate Planning Problems
    • FAQs
    • Probate Resources
      • Probate
      • Flagstaff Probate
      • Phoenix Probate
      • Sedona Probate
      • Tucson Probate
    • Published Books
      • Don’t Go Broke in a Nursing home
      • Tax Free Money for Long-Term Care!
    • Recent Law Changes and Improvements Affecting Arizona
      • Update My Living Trust
    • Reports
    • Videos
    • What to Do When Death Occurs
      • What Not To Do When Someone Dies
      • Who To Contact After A Loved Ones Death
  • Reviews
    • Testimonials
    • Review Us
  • Locations
  • Events
    • Seminars / Webinars
    • Past Webinar Recordings
  • Contact
    • Consultation Policy
    • Contact Us
    • Discounts

New Year’s Health Check

January 15, 2013 by Morris Hall, PLLC Leave a Comment

Happy New Year!!!  I am looking forward to 2013 – a fresh year, with fresh opportunities.  Though, I did not get off to a good start.  In fact, I unfortunately caught a pretty bad cold as I rang in the New Year.  It wore on me and really beat me up and it sure hasn’t wanted to let go!  I think I am finally turning the corner, and can start to enjoy my 2013, but this last week got me thinking about doing an annual “health check.”

More than in the literal sense – my cold did get me to schedule an appointment with my doctor for my annual physical – the health check that I was thinking about was my family’s overall health – physical, emotional and financial.  I am realizing the importance of taking the time at the beginning of each year to evaluate how things are going for us as a family and individuals.

Have you done this?  If not, take a moment right now and consider it. Are you where you thought you would be?  Are there things that need to be tweaked?  What do you need to do to stay on track (or get back on track)?  Have there been any changes in the family?

In my case, my wife & I will sit down and discuss our thoughts on our situation.  Through this conversation we will take some notes and jot down some questions.  We will take our thoughts and questions to the experts to help us truly understand if we are heading in the direction we thought we were, and if we are achieving our desired goals (such as asset protection, probate avoidance and succession planning).  We realize that we don’t know it all, so we outline our thoughts to our trusted advisers who are able to incorporate them into actions and realities through their expertise.

I had to catch a cold to think about my family’s “health check.”  I recommend that you skip the cold and just go ahead and talk with your loved ones, create an assessment, and then schedule an appointment with your trusted advisers.

Use this as a great leap off point for a fantastic 2013!

Contributed by MH Albuquerque, and Las Cruces Estate Planning Attorney James P. Plitz

Why Choose Morris Hall:
You have a number of options when it comes to estate planning, so why pick Morris Hall?  First off, estate planning and asset protection are a very complicated endeavor and you should only trust someone who focuses exclusively on those matters.  Also, MH is a proud member of The American Academy of Estate Planning Attorneys (AAEPA) which provides us additional support, advanced training, tools and information that is not available to others – which means that we can better protect your assets and your loved ones.  We are one of only two firms in Arizona that belong to the AAEPA and are the only firm in that has been granted membership.  If you have assets and loved ones that you want to protect, you are in good hands with MH.  Contact us today at 888.222.1328 to schedule an appointment!

This blog should be used for informational purposes only.  It does not create an attorney-client relationship with any reader and should not be construed as legal advice.  If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.

  • Author
  • Recent Posts
Morris Hall, PLLC
Morris Hall, PLLC
Morris Hall, PLLC
Latest posts by Morris Hall, PLLC (see all)
  • Your Trustee Could Be the Reason Your Trust Fails - March 16, 2023
  • Funeral Planning & Why It Should Be Included In Your Estate Plan - March 15, 2023
  • How to Appoint the Right Fiduciaries - March 14, 2023

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

MH logo

Main Office

7600 N 16th St, Ste 105

Phoenix, AZ 85020

Phone: 602-249-1328

Fax: 602-248-2887

Subscribe to Our Newsletter

For a sample Click Here

Offices

Our law firm proudly serves many areas in Arizona. See all of our locations here.

Our law firm proudly serves the state of Arizona.  See all of our locations here.

Toll Free: 888-222-1328

Mon-Thur: 8:00am – 5:00pm
Fri: 8:00am – 4:00pm

  • Linkedin
  • Twitter
  • Facebook
  • Youtube
  • Instagram

Need an Estate Planning Lawyer in Arizona?

Looking for an estate planning attorney near you? We have office locations in Phoenix, Mesa, Chandler, Scottsdale, West Valley, Carefree, Prescott, Sedona, Flagstaff, Tucson, and Oro Valley in Arizona so please visit us at the location that is closest to you.

  • © 2023 American Academy of Estate Planning Attorneys, Inc All rights reserved.
  • Disclaimer