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    • 10 Essential Estate Planning Facts, 11/30/2010
    • 1st Anniversary of Terri Schiavo’s Death, 3/31/2006
    • 2010 May Be a Good Year to Die, 12/21/2009
    • A Loan May Be Taxing, 12/31/2008
    • A Quick Guide to Basis, 5/1/2012
    • A Trust Can Help Protect You from a Financial Crisis, 9/30/2008
    • An Estate Plan: Don’t Leave Home Without It, 7/1/2013
    • Anna Nicole Smith Can Teach Us a Few Things, 9/29/2006
    • Are Your Bank Accounts Safe?, 7/30/2008
    • Aren’t You Glad You Have an MH Estate Plan?, 5/1/2009
    • Bankruptcy Law Changes, 11/28/2005
    • Benefits of the “B” Trust, 2/18/2010
    • Calculating Your Financial Wealth, 7/30/201
    • Caring for Your Spouse…Even After You’re Gone, 3/31/2009
    • Celebrity Estate Planning, 6/30/2006
    • Charitable Bequests: You Better Review Them, 2/28/2005
    • Choose Your Estate Planning Practitioner Wisely, 6/30/2011
    • Dealing with Aging Parents, 3/31/2006
    • Dividing Up the Pie, 5/1/2008
    • Do You Want Your Spouse to Lose Your Biggest Asset?, 8/1/2006
    • Do’s and Don’ts of Managing an Inheritance, 03/31/2010
    • Does a Roth Make Sense for You?, 10/31/11
    • DOMA’s Impact on Estate Planning for LGBTQ Couples, 8/1/2013
    • Don’t Be Fooled – Estate Planning is Not Just for the Wealthy, 5/31/2011
    • Don’t Trust Your Legacy to Just Anyone, 06/30/2009
    • Eighteen and Alone: The Legal Risks of Independence, 7/30/2009
    • Eighteen: The Magic Number? 5/1/2013
    • Elder Abuse: How to Recognize It, Whom to Call / Hospice Care, 11/28/2005
    • Estate Planning Across Borders, 10/1/20
    • Estate Planning For Out-of-State Relatives
    • Estate Planning for Unmarried Couples: Individual Challenges Abound, 4/1/2013
    • Estate Planning is Essential for Same-Sex Couples, 6/1/2013
    • Estate Planning is Simple…Right?, 11/30/2006
    • Estate Planning Without a Crystal Ball, 3/31/2011
    • Estate Planning: It’s About More Than Taxes, 8/31/2010
    • Estate Planning: It’s Not Just About the Documents, 5/30/2009
    • Estate Planning: No Tattoo Necessary, 5/31/2006
    • Estate Tax in Limbo…Still, 6/23/2010
    • Everyone Needs a Periodic Checkup, 9/30/2008
    • Expecting the Unexpected, 3/1/2012
    • Fair Does Not Always Mean Equal, 6/1/2013
    • Family Feud—Don’t Let This Be Your Legacy, 11/30/2009
    • Five Estate Planning Myths, 10/31/11
    • Five Non-Tax Reasons You Need an Estate Plan, 2/1/2013
    • Five Things Every Woman Should Know About Estate Planning, 3/1/2013
    • Four Deaths, Three Estate Planning Mistakes, 10/1/2009
    • Funding is Critical to Estate Planning, 6/30/2010
    • Getting Value Out of Giving with Charitable Trust, 9/30/11
    • Gifting to Children, 5/1/2007
    • Grandma and Grandpa—You’re the Best!, 7/31/2008
    • Guarding Against Mental Incapacity, 04/30/2009
    • Handling Matters After the Death of a Loved One: Just Do It, 10/31/2005
    • Help for Our Armed Forces, 3/30/2007
    • Help! My Attorney No Longer Practices Law, 2/28/2011
    • Helping Your Parents Age Gracefully, 11/30/2011
    • Home Comforts: Maximizing Your Most Valuable Asset, 8/31/2010
    • Home: Your Most Valuable Investment, 11/1/2012
    • How A Life Care Plan Can Change A Life, 3/1/2007
    • How a Pet Trust Can Protect Your Furry Friends. 5/1/2013
    • How Do Millionaires Do It?, 3/31/2006
    • How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
    • How Low Interest Rates Can Influence Your Estate Plan
    • How Low Interest Rates Can Influence Your Estate Plan, 9/1/2012
    • How the American Taxpayer Relief Act Will Affect You, 2/1/2013
    • How to Avoid Estate Planning Minefields: You Don’t Know What You Don’t Know, 1/10/2010
    • How to Help Others While Reducing Your Taxes, 9/30/2010
    • How to Leave a Mess to Your Heirs, 11/30/2006
    • How to Leave an Inheritance for Your Special Needs Child, 8/1/2012
    • I Have an Estate Plan: Do I Still Need My Attorney?, 2/1/2012
    • I’m a Trustee! Now What?, 7/1/2013
    • Important News about the Housing Rescue Bill, 7/28/2008
    • Insurance: The Missing Link in Your Estate Plan?, 7/1/2012
    • IRS Clamps Down on Wesley Snipes and Other Tax Protesters, 02/01/2008
    • Is a Power of Appointment the Same as a Power of Attorney?, 12/22/2006
    • Is an Irrevocable Life Insurance Trust Right for You? 4/1/2013
    • Is Your Ex-Spouse Really Out of Your Life? 8/1/2011
    • Is Your LLC Legit?, 9/3/2010
    • Is Your Trust Flexible Enough to Deal with the 2010 Estate Tax Law Change?, 2/18/2010
    • Joint Tenancy – Joint Problems, 4/1/2008
    • Keep Your Cake – And Eat It, Too!, 8/1/2006
    • Keeping Your Vacation Home in the Family, 5/31/2010
    • Learning from a Legend: Lessons in Estate Planning from the King of Pop, 7/15/2009
    • Leaving a Ranching Legacy, 8/30/2011
    • Legacy Planning: A Holistic Approach, 10/31/2007
    • Life Insurance Review, 07-15-2009
    • Living Trusts Enhance Privacy Protection, 11/30/2009
    • Look After Your Spouse Even After You’re Gone, 6/30/2011
    • Make Sure Your Dreams Don’t Turn Into Nightmares, 8/1/2011
    • MH”s Featured Service – Medicaid Planning, 4/1/2007
    • MH”s New Service – Life Care Planning, 3/1/2007
    • Mr. and Mrs. Smith’s Curve Ball, 4/1/2007
    • New Flexibilities for Partners, Children, and Others, 9/29/2006
    • New Tax Filing Requirement for Rental Property Owners, 12/21/2010
    • New Year Brings Resolutions…and More, 12/31/2008
    • Parenting Your Grandchildren? You Need a Solid Estate Plan, 1/31/2011
    • Passport. Hotel Reservations. Living Trust? What no vacation is complete without., 7/30/2009
    • Planning After a Breakup, 12/31/2009
    • Planning for the Worst-Case Scenario, 8/1/2012
    • Planning Opportunities in a Down Market, 10/30/2008
    • Planning to Benefit Non-Traditional Beneficiaries, 10/30/2008
    • Planning with Retirement Accounts, 5/31/2006
    • Planning Your Estate With Privacy in Mind, 1/1/12
    • Planning Your Estate? Don’t Forget Insurance, 2/28/2011
    • Please Learn from Anna Nicole’s Mistakes, 2/28/2007
    • Powers of Attorney – May Not Be Enough, 11/26/2008
    • Practical Strategies for Protecting Your Privacy, 4/30/2011
    • Preserving Grandma’s Legacy, 1/10/2010
    • Preserving Your Independence, 12/31/2009
    • Proper Planning Protects Your Vacation Home, 8/1/2013
    • Property Owners Beware, 9/1/2009
    • Protect Your Children Now and in the Future, 8/1/2007
    • Protect Your Right to Make Medical Decisions. 4/1/2013
    • Protecting Your Children from Our Litigious Society, 11/30/2007
    • Protecting Your Children from Their Nightmares…and Yours, 3/30/2007
    • Protection from Long Term Care Costs, 7/20/2009
    • Puppy Love: Planning Your Estate With a Pet Trust, 3/31/2011
    • Putting Your Legal Life Back Together After Divorce, 8/1/2007
    • Real Security, 1/30/2009
    • Recently Divorced? Make Sure You Tie Up All The Loose Ends, 10/29/2010
    • Same-Sex Marriage Confusion, 6/1/2008
    • Scam Artists Targeting Estate Planning Clients, 9/1/2009
    • Scams, Swindles, and Fraud, Oh my!, 3/31/2009
    • Selecting an Estate Planning Attorney – Wisely, 4/27/2010
    • Short and Sweet is Not Always Better, 5/31/2011
    • Smart People Do Estate Planning, 06/30/2006
    • Split Things Fairly – Not Exactly, 8/30/2008
    • Steps in Trust Administration, 5/18/2007
    • Strategies for Business Succession Planning, 6/1/2007
    • Taking Care of Rover After You’re Gone, 10/1/2009
    • Tax Alert! Special Gifting Opportunities
    • Tax Alert! Special Gifting Opportunities, 11/1/2012
    • Tax Breaks for the Sandwich Generation 6/1/2012
    • Tax Saving Benefits of a Life Insurance Trust, 6/30/2010
    • The Accidental Spouse, 3/1/2012
    • The Choice Is Yours: Don’t Lose Your Chance to Make It, 1/31/2007
    • The Debate Continues and the Future of the Estate Tax Remains Uncertain, 2/1/2008
    • The Estate Tax is Not the Only Consideration in Estate Planning, 9/30/11
    • The Family Blender, 5/18/2007
    • The Impact of Dying Without an Estate Plan, 7/30/2010
    • The Prime of Life – Heath Ledger”s Tragic Death, 3/1/2008
    • The Problem with Joint Tenancy, 10/1/2012
    • The Silver Lining in Tough Economic Times, 8/30/2008
    • The Top 10 Things to Know About Estate Planning, 4/1/2008
    • Theft Loss Deduction for Losses from Fraudulent or Ponzi Schemes, 5/1/2009
    • There’s No Time Like the Present to Review Your Plans, 8/30/2011
    • This New Year, Resolve to Review Your Estate Planning Options, 1/1/2013
    • Three Myths Women Have About Estate Planning, 7/1/2007
    • Three Simple Steps for Managing a Windfall
    • Three Ways the IRS Rewards Your Generosity, 12/1/2012
    • To My Dog, Lucky, I leave $10,000, 6/1/2007
    • To Roth or Not to Roth, That is the Question, 10/31/2006
    • Top Reasons to Do Estate Planning—What are You Waiting For?, 4/27/2010
    • Tough Times Could be Tougher, 2/28/2009
    • True Story: Bury Me Nude!, 11/28/2005
    • Trustee: an Honor and a Responsibility, 2/28/2009
    • Trusts Can Help Protect from Bank Failure, 1/1/2004
    • Understanding Grief – And Making Decisions During Difficult Times, 11/28/2005
    • Vacation Properties Take Planning, 11/26/2008
    • Waiting to Roth: Hidden Loophole for High-income Earners, 2/28/2007
    • What are the Odds?, 5/1/2007
    • What Do Estate Planning and Shoes have in Common?, 5/30/2009
    • What Does a Millionaire Look Like?, 10/29/2010
    • What Does It Mean To Be a Trustee?, 5/1/2012
    • What Happens in My Initial Estate Planning Consultation?, 12/22/2006
    • What Keeps a New Mom Up at Night Besides the Baby?, 2/25/2010
    • What to Do With a Windfall, 9/30/2010
    • What to Expect at Your First MH Estate Planning Consultation, 3/1/2013
    • What to Expect When You’re Inheriting, 11/30/2011
    • What You Should Know About Seminars on Wills & Living Trusts, 1/1/2013
    • What’s Important in Your Life?, 10/31/2007
    • What’s in a Word?, 6/1/2008
    • When a Loved One Passes, 9/1/2009
    • When Father Time Catches Up With Our Parents, 2/25/2010
    • When Harry Met Sally: A Lesson in Preventing Family Discord, 5/31/2010
    • When Time Is Short, 9/1/2009
    • Who Gets the Frequent Flier Miles? – Inheriting More Than Money, 11/28/2005
    • Who Handles the Finances in Your Family?, 3/31/2010
    • Why a Trust Makes Sense – Even If Your Child Is Not a Child, 2/1/2012
    • Why Everyone Needs an Estate Plan, 9/1/2012
    • Why Your Trust Shouldn’t be Short and Sweet, 7/1/2012
    • You May Be Worth More Than You Think, 5/31/2005
    • Young Families Need Planning Too, 11/17/2009
    • Your 401k or IRA: A Problem Asset?, 1/31/2007
    • Your Estate Matters, Volume 8, Issue 1, 3/1/2003
    • Your Estate Matters, Volume 8, Issue 2, 9/1/2003
    • Your Estate Matters, Volume 8, Issue 3, 12-01-2003
    • Your Estate Matters, Volume 8, Issue 4, 2/1/2004
    • Your Estate Matters, Volume 9, Issue 1, 3/1/2004
    • Your Estate Matters, Volume 9, Issue 2, 9/1/2004
    • Your Estate Matters, Volume 9, Issue 3, 12/1/2004
    • Your Family Deserves More Than an Estate Plan, 1/1/12
    • Your Most Important Choice, 10/31/2006
    • Your Team is on Your Side, 1/30/2009
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Posts by category

• Category: Asset Protection
  • What You Need to Know About Asset Protection
  • How Proper Estate Planning Can Protect What is Important to You
  • Albuquerque Asset Protection Attorneys Warn about the In-Law Threat
  • Phoenix Asset Protection Attorneys Explain How to Protect Your Estate in Case Your Surviving Spouse Remarries
  • ARIZONA PASSES NEW LAW REGARDING ESTATE PLANNING FOR YOUR DIGITAL ASSETS
  • 5 Most Common Estate Planning Errors
  • Asset Protection – It Works
  • Asset Protection Tools and Techniques
• Category: Attorney Andrea Claus
  • Make Things Easier for Those Left Behind: Leave a “Map”
  • Considerations in Planning for a Special Needs Beneficiary: Part I
  • Making Things Easier for Those Left Behind: Leaving a “Map”
  • Thanksgiving
  • Death & Taxes: Plan for Both
  • What Happens if I Die Without an Estate Plan?
  • Same-Sex Couples May Find Estate Plan Update Useful
  • What Happens if I Die Without an Estate Plan?
  • Estate Planning Tool: the Grantor Retained Annuity Trust
  • Planning for Incapacity
  • Trusts: Not Just for Estate Tax Avoidance
  • A Sign of the Times: Planning for your Digital Estate
  • The IRS is nice?
  • Don't Have an Estate Plan? It's Time to get one!
  • Channel 8 Pledge Drive! MH to Volunteer
  • MH: Proud Sponsor of Channel 8 Arizona Collectibles
  • Happy Martin Luther King, Jr. Day!
  • Happy New Year from MH
  • Happy Thanksgiving!
  • IF YOU HAVE A FAMILY, YOU HAVE A REASON
  • Vote for your Favorite Pictures!
  • MH Charity Golf Tournament! This Friday!
  • Watch Tonight! PBS, Eight Arizona Premiers Arizona Collectables
  • Lauren Bacall Dies at Age 89
  • MH Helps Raise Almost $20,000 For PBS!
  • DIY Estate Plans: Coming to a Walmart Near You?
  • James Garner dies at age 86
• Category: Attorney David Eastman
  • Planning for your frequent flyer miles. How Anthony Bourdain did it.
  • Phoenix Trust Attorneys Explain Trust Administration
  • Summary of Potential Tax Law Changes Under President Elect Trump:
  • Tragedy Can Strike at Any Time
  • Is It Time to Update my Estate Plan?
  • Christmas Present from Our Legislatures:
  • Penny Wise and Pound Foolish; Doing Your Estate Plan on the Cheap:
  • Do I need an A/B trust?
  • Tom Brokaw’s Living Will:
  • 8 Estate Planning Things to Do Before You Travel
  • How Can I Protect My Children’s Inheritances from Divorce or Creditors?
  • What are the odds your family will need estate planning?
  • Should I name my trust as the beneficiary of my IRA’s and Qualified plans?
  • ASSET PROTECTION AND ESTATE TAX MINIMIZATION:
  • Updates & Improvements to Estate Planning for 2015:
  • Top 5 Estate Planning Ideas for the Holidays
  • Protecting the Deceased from Identity Theft
  • ARIZONA STILL A GOOD STATE TO DIE IN
  • HIPAA- Why Everyone Should have an Authorization to Release Information Form
  • Which State is the Best State to Create my Estate Plan?
  • Did You Know There Is a National Estate Planning Awareness Week?
  • 7 REASONS ESTATE PLANNING IS BENEFICIAL FOR EVERYONE
  • What assets are left outside of my trust?
  • Can a married couple use joint tenancy until one spouse dies, then set up a trust for the survivor?
  • What will happen to my property if I die without a will or trust?
  • WHAT HAPPENS TO YOUR TRUST WHEN YOU DIE?
  • ROBIN WILLIAMS ESTATE PLAN; BETTER THAN MOST STARS:
  • What Does a Will Do?
  • What Does a Living Trust Do?
  • A Will Versus a Living Trust: Which Is Better For You?
• Category: Bankruptcy
• Category: Beneficiaries
  • Estate Planning: You can Leave More than just Money
  • Why You Need a Living Trust
  • Life Happens… Is your plan up to date?
• Category: Business Planning
  • Albuquerque Business Succession Planning Tips
  • What Is Business Succession Planning?
  • Why Is Phoenix Business Succession Planning Important?
  • Rental Property and an LLC
  • Asset Protection and The Donald
  • Asset Protection 101
  • Value in Flat Fees
  • What is a Step Up in Basis?
  • What Is Your Exit Plan? If You’re In Arizona and New Mexico, You Need One!
  • Are Attorneys Expensive?
  • Distributing Your Assets
  • “The Talk” Part Three
  • What happens after you die when you own property in more than one state?
  • What is an LLC and why have one?
  • Will Your Small Business Survive Your Death?
  • Will Your Small Business Survive Your Death?
  • Estate Planning with a Non U.S. Citizen Spouse
  • What is the best way to protect and pass on my IRA?
  • New Mexico Legal Update – Right to Die
  • Estate Planning Misconceptions: Five Things to Avoid, By Andrea Claus, Phoenix Estate Planning Attorney
  • Need Advice? Go to the Right Source by Darren Richardson, Phoenix Estate Planning Attorney
  • Is it better to own or control?
  • Protecting your Assets in Today's Litigious Society
  • Will Your Small Business Survive Your Death?
  • Ins & Outs of Family Limited Partnerships
  • There Are Many Benefits to Creating a Family Limited Partnership
  • Deadline for Annual Reports is Rapidly Approaching
  • Small Businesses in the United States
  • Asset Protection through an LLC
  • Succession Planning leads to Success for Your Business
  • Are LLC Owners Being Taxed Unknowingly?
  • Protecting your Assets in the Litigious Society we Live in
  • Will Your Small Business Survive Your Death?
  • Arizona and New Mexico Asset Protection through an LLC
  • No Retirement For Small Business Owners
  • What Is Your Exit Plan? If You're In Arizona and New Mexico, You Need One!
• Category: Celebrity Estates
  • When Estate Planning Goes Wrong — The Richard Pryor Family Feud
  • Aretha Dies Intestate!
  • Probate of Prince’s Estate Drags On While Beneficiaries Wait and Expenses Mount
  • Tragic loss at All Ages
  • This is what it sounds like When Doves Cry
  • The Mastery of David Bowie
  • Some of the Most Interesting Gifts
  • Learning from the Robin Williams’ Estate
  • Time Flies
  • The Addams Family’s, Pugsley has died
  • Howard’s Mom has Passed Away
  • Oscar de la Renta
  • The Talk!!! Why we dread the talk at any age, but why we should bite the bullet and have it.
  • Joan Rivers – Goodbye to a Legend
  • Mork Goes Home
  • Donald Sterling, The Los Angeles Clippers and a Trust
  • Casey Kasem: A Sad Ending to a Radio Legend
  • Paul Walker’s Estate: Lessons Learned
  • Shirley Temple Black Dies at Age 85
  • The IRS is Gonna be Startin’ Somethin’ with the King of Pop’s Estate By New Mexico Attorney James Plitz
  • Philip Seymour Hoffman – Lessons for all
  • Debate Over Broadway Star’s Estate
  • César Chávez: You can leave your legacy too.
  • NEWS FLASH! 22 Year Old Professional Athlete Doesn’t Blow All of His Salary!
  • Michael Jackson – Still the King of Pop?
  • Battle Over the Estate of Copper Heiress Hugette Clark
  • Facing Our Mortality
  • Celebrity Estate Planning Flubs
  • Why Did James Gandolfini Not Use a Trust?
  • Michael Jackson's Image and Likeness Worth Only $2,105?
  • Why a Verbal Agreement Isn’t Enough for Estate Planning – Even if You’re Marlon Brando
  • Tony Soprano Can't Fix This One
  • Another Celebrity Will Submitted to Probate
  • Unusual Wills: Gene Roddenberry, Creator of Star Trek, Goes to Infinity and Beyond!
  • Harry Houdini and His Unusual Will
  • Heirs of the “Wolf Man” and “Frankenstein” Sue for Royalties
  • Hospital Coerces Wealthy Heiress to Give Large Sums of Money
  • Wealthy Father’s That Chose Not to Leave All Their Funds to Their Kids
  • Esther Williams, Hollywood’s “Million Dollar Mermaid,” Passes Away at 91
  • The Will of Gandhi Sells at Auction
  • Eddie Basha Passes Away on Tuesday at 75 Years of Age
  • Duke Tobacco Heirs Funds Being Manipulated by Scheming Mother
  • Taxes Take a Fourth of Ed Koch’s Estate
  • An Update on Mickey Rooney’s Situation
  • James Brown Estate: Update on the Lengthy and Contentious Battle Over Soul Singer’s Estate
  • Arthur Conan Doyle’s Estate Faces Lawsuit Over Scholar’s Use of Sherlock Holmes’ Material
  • TJ Jackson Receives $9,000 Per Month to Care for Michael’s Children
  • Zig Ziglar: In Honor of the Many Lives He Touched
  • After Four Months, Judge Declares that Sherman Hemsley of TV’s “The Jeffersons” Can Finally be Buried
  • Death of Famous Author, Stieg Larsson, Underscores Need for Estate Planning
  • Will the Court Automatically Name Your Spouse as Your Guardian/Conservator If You’re Incapacitated?
  • Why a Verbal Agreement Isn’t Enough for Estate Planning, Even if You’re Marlon Brando
  • Bernard Matthews, the Great Turkey Magnate, Does Not Get Final Wish for His Estate
  • Michael Jackson Estate Faces Continuing Requests
  • Bogart and Brando Estates Have Been Busy: So Many Lawsuits, So Little Time
  • Lawyers Being Sued over Fashion Designer’s Probate Estate Distribution
  • Executers for the Leona Helmsley Estate Allowed to Pay Themselves $4.5 Million for One Year’s Work
  • Judge Rules That Kinkade’s Girlfriend Must Pay Rent to Remain in the Deceased Artist’s home
  • The Loss of Andy Williams: One of the Last Crooners of Music’s Golden Age
  • Court Date Set to Address the Thomas Kinkade Estate
  • The Estate Battle of Benihana Founder Finally Settled – Four Years Later
  • A Flaw in the Estate Planning of Former Beastie Boy, Adam Yauch
  • Unusual Guardianship Designations by Adam Yauch, Former Beastie Boy
  • The Passing of American Legend, Neil Armstrong
  • The Continuation of Zsa Zsa Gabor's Conservatorship Hearing
  • The Passing of Comedic Legend, Phyllis Diller
  • The Tragic Loss of Director Tony Scott
  • Unusual Wills: Gene Roddenberry, Creator of Star Trek, Goes to Infinity and Beyond!
  • Mickey Rooney Goes Back to Court for Elder Abuse Hearing
  • The Loss of Famed Musician, Marvin Hamlisch
  • The Unusual Will of Harry Houdini – Magic and Societies and Seances, Oh My!
  • The Continuation of the Kennedy Tragedies
  • Anna Nicole Smith Case is Finally Closed – 16 Years Later
  • Wealthy Fathers That Chose Not to Leave the Bulk of Their Funds to Their Kids
  • Rosa Parks’ Probate Nightmare
  • The Estate of Copper Heiress Huguette Clark Continues to Face Battles in Probate Court
  • Renowned Author of ‘7 Habits of Highly Effective People’, Stephen Covey, dead at 79
  • Elizabeth Taylor: A Legacy Lives On
  • Would Michael Jackson Have Wanted His Image Used After His Death? – From New Mexico Attorney
  • The Battle over Thomas Kinkade’s Estate – Two Wills and an Estate Plan in the Mix
  • Millionaire Oil Tycoon Lost at Sea: Wife and Mother Fighting For Estate
  • World’s Oldest Billionaire Dies at 101 Years Old
  • The Life, Death and Estate of Copper Heiress Huguette Clark
  • Multi-millionaire Miser Spurns Family Through Estate Planning
  • Battle Over the Rights To Latest Godfather Sequel
  • The Passing of America’s Favorite Sheriff: Andy Griffith Dies at 86
  • Former Penn State Coach Joe Paterno's Estate Shows What Happens Without a Proper Estate Plan
  • Michael Jackson’s Estate Sued Again – Nearly Three Years After His Death
  • A Well-Crafted Estate Plan of Presidential Proportions
  • The Passing of Famous Author Ray Bradbury
  • Facebook and Estate Planning – Why the Two are “Friends”
  • The Bee Gees' Robin Gibb Dies at Age 62
  • Donna Summer: Losing the Queen of Disco
  • Battles Over Gary Coleman Estate Continue
  • Mary Kennedy Dies of Hanging, Funeral Set for Saturday
  • George Lindsey of “The Andy Griffith Show” and “Hee Haw” Is Remembered
  • Vidal Sassoon, Creator of “The Bob” Hairstyle, Dies at 84
  • Death of a 47 Year Old Beastie Boy – The Loss of Adam “MCA” Yauch Shocks Generation X
  • Dick Clark: A True American Icon
  • Dead Drummer Invited to Play at the Olympic Ceremonies
  • Former Ice Skater with Dementia Makes Unexplained Donations
  • Superman and Warner Bros' Legal Troubles Continue
  • Tupac’s Performing Hologram Makes a Huge Splash – in the Media and in Estate Planning
  • Alzheimer’s at 59? Tucson Attorney Asks, "What Would You Do?"
  • Probate for Amy Winehouse Has Been Settled – Estate Lost over $2 Million
  • Zsa Zsa Gabor's Daughter is Seeking Conservatorship
  • Samsung Chairman Sued by Siblings Over Father's Inheritance
  • Multibillionaire Creator of Red Bull dies in Thailland
  • Whitney Houston: Death by Drowning, Drugs Played a Role
  • Why Haven't We Learned By Now? Phoenix Attorney Asks
  • Whitney Houston's Will Filed – All Her Assets Go To Her Daughter
  • Andy Rooney's $9 Million Estate and Estate Sale
  • Mourning a Monkee – The Loss of Davy Jones, Singer of The Monkees
  • Co-Author of The Berenstain Bears Books, Jan Berenstain Dies at 88
  • Adopting Your Significant Other as a New Estate Planning Trend??
  • Whitney Houston's Possessions Already Scheduled for Auction
  • Whitney Houston: The Death of a Diva
  • L'Oreal Heiress Family Fight Demonstrates Role of Guardianships
  • Estate Planning, Steve Jobs-Style
  • Disputes Threaten Late Soul Singer's Charitable Plans
  • Learning from the Tragedy of Sarah Burke- Everyone Needs Health Care Documents
  • Celebrities' Top Three Estate Planning Mistakes
  • Steve Jobs: The Passing of a Legend
  • Hershey's Educational Trust: A Box Of Chocolates?
  • Rosa Parks' Probate Nightmare
• Category: Charitable Giving
  • Charitable Trusts Explained
  • Giving Back
  • Ron Wilson; Locked Up to Help the AZ Humane Society
  • Charitable Remainder Trusts
  • You Don’t Have to be Rich to Leave a Bequest to a Charity
  • Why We Serve
  • MH Annual Golf Tournament a Success!
  • Giving Back – An Attorney’s Involvement with the American Cancer Society
  • Charitable Giving – Does it End When You Die?
  • The Joy of Charitable Giving
  • How You Can Donate Your Airline Miles to a Fantastic Cause
  • Charitable Giving: A True Win-Win
  • Helping Those Less Fortunate and How Estate Planning Provides a Way
  • Charitable Giving: The Gift That Gives Back
  • How Charitable Giving and Estate Planning Can Make Dreams Come True – Arrowhead Attorney's Experience
  • Life Is Good…No Matter What
  • Seminar Announcement: MH and Phoenix Children's Hospital Joint Presentation on Charitable Giving, Living Trusts and Medicare
  • Seminar Announcement: MH and Make A Wish Foundation Joint Presentation on Charitable Giving, Living Trusts and Medicare
  • The Joy of Charitable Giving – Arizona and New Mexico Make a Wish
• Category: Death Probate
  • Why You Want to Avoid Probate
  • Should You Make End-Of-Life Plans on Your Own?
• Category: E-Alert
  • Children over 18? Parents Can No Longer Make the Decisions
  • Morris Hall Ranked Number One Estate Planning Firm by Ranking Arizona
  • Why You Need a Living Trust
  • What Makes Up an Estate Plan?
  • Fraudulent Tax Returns Filed Under Your Name
  • What Happens to your On-Line Presence when you Die
  • Identity Theft – Proactive Steps to Minimize the Risk
  • I Have to Fund What?
  • Self-Directed IRAs – the Lurking Danger
  • Digital Asset Planning
  • ALS Ice Bucket Challenge
  • Protecting Yourself from Identity Theft
  • Fraud Alert! Estate Planning Con Artists In New Mexico and Arizona!
• Category: E-Newsletter Archive
  • December 2014 MH E-Newsletter
• Category: Elder Care
  • Arizona Caregiver Charged with Kidnapping of Elderly Patient
  • Do I need a Guardianship or Conservatorship Over My Mom?
  • Taking Care of Your Pets
  • Will Payable on Death (POD) or Transfer on Death (TOD) Avoid Probate?
  • "The Talk" Part Four
  • “The Talk” Part Two
  • It’s About Estate Planning…and So Much More
  • The New Sandwich Generation
  • What is a Healthcare Power of Attorney?
  • The Faded Living Room Sofa
  • Protecting the Estate Against Potential Predators
  • Considering In-Home Care for a Family Member?
  • When should I have my Estate Plan reviewed?
  • Caring for an Elderly Parent – Perception is Reality when it comes to your Siblings
  • Can you refinance your home if you have a Revocable Living Trust?
  • Long-Term Care and Obamacare?
  • Important Health Care Considerations for the Elderly
  • Today is World Elder Abuse Awareness Day
  • Retirement Years are the Golden Years…Correct?
  • Choose Your Executors Wisely: Elderly Man Duped Out of $500,000 by Executor
  • Will you live 132 years?
  • Estate Planning Attorney Shares Valuable Service for Hearing Impaired Clients
  • Important Health Care Considerations for the Elderly
  • Seminar in Tempe, AZ: The Before and After of a Living Trust – July 19th
  • Medicare – What Is It and How Can You Receive It?
  • Select Your Power of Attorney Wisely – Daughter Tries to Slowly Starve Her Mother to Gain Inheritance
  • How to Recognize Financial Elder Abuse
  • Assisted Living and Long-Term Care Insurance
• Category: Elder Law
  • Albuquerque Nursing Home Lawyer Discusses Signs of Abuse
  • Comic Legend Stan Lee Battles against Elder Abuse
  • What Do Elder Law Lawyers Do?
  • Phoenix Elder Law Lawyers Explain How to Spot Abuse
  • Why is an A/B Trust Important?
  • Your Legacy – What can you do?
  • Keeping our affairs Public or Private
  • WHAT HAPPENS TO OUR ‘STUFF’ WHEN WE DIE
  • Choose Your Trustee Wisely
  • The Difference Between Probate and Nonprobate Assets and Why It Matters
  • Remember to Review Your Beneficiary Designations
  • A “Trust”: Means What?
  • Do I need a Revocable Living Trust?
  • Can you outline the rules for “Sports”?
  • Why is it important to have your trust reviewed?
  • Can my creditors make a claim against my assets titled to a Revocable Living Trust?
  • Passing On a Digital Legacy – Who Gets Your Ebooks and MP3 Files?
  • A Blueprint of Your Estate
  • A Will Does Not Protect Your Estate
  • I Love Meeting with Clients
  • What is a Special Co-Trustee?
  • What Happens When I Can No Longer Be Trustee?
  • What is Trust? A Simple Explanation
  • Estate Planning is a Team Sport
  • To Those Who Use Their Living Trust as a Bookend
  • Do-it-Yourself Lawyer’s Mistakes Costs Beneficiaries Thousands
  • Providing for Beneficiaries without Giving Them a Blank Check
  • The Top Five Estate Planning Mistakes – Are You Making Them?
  • Protecting Your Legacy
  • Don’t Be Fooled by On-Line Legal Services
  • Are you too young to Plan? By James P Plitz, New Mexico Estate Planning Attorney
  • The Good Ol’ Days
  • MH & National Estate Planning Awareness Week
  • Do You Have A HIPAA Form?
  • Vacuum Salesman Takes Advantage of Elderly Woman, Steals Jewelry
• Category: Election
  • Stepped-up Cost Basis Going Away?
  • Election Results Still Unknown – Estate Planning Scenarios for Each Candidate
  • Estate Planning after the Presidential Election
  • Hang On Until January 20th, When All Will Be Well
  • Taxes and the Presidential Race – Donald Trump
  • Taxes and the Presidential Race – Hillary Clinton
• Category: Estate Planning
  • Knowing If You Are In Need of Advanced Protection
  • Common FAQs Surrounding AB Trusts
  • Common DIY Estate Planning Mistakes
  • Essential Steps for Creating an Estate Plan
  • What to Know About 401K’s and IRA’s
  • How to Prepare for Estate Planning Under the SECURE Act
  • Estate Planning Best Practices
  • Joint Tenancy Problems in Estate Planning
  • Biden Administration Could Reduce Estate Tax Exclusion
  • Dynasty Trusts
  • Starting the New Year Right
  • Estate Planning 101 Wills vs Trusts
  • When Is a Good Time to Begin Planning for Your Future?
  • Pet Trusts: An Often Overlooked Part of Your Estate Plan
  • Premier Estate Planning: Protect Your Assets From Creditors
  • How Does a Will or Trust Work?
  • Estate Planning Must-Haves With COVID-19
  • Why Should I Execute an Advance Directive?
  • Where Should I Store My Estate Planning Documents?
  • 3 Reasons You Don’t Want to Die Intestate
  • Estate Planning Tips for Parents with Minor Children
  • 3 Reasons to Create an Estate Plan
  • Joint Tenancy Pros and Cons
  • Estate Planning for the Beginner
  • The SECURE Act and What It Means for You
  • Best Places to Retire: State Taxation
  • Estate Planning and COVID-19
  • How Are Trusts Taxed?
  • Grantor Trusts Provide Flexibility and Ease
  • Nongrantor Trusts Can Be Very Useful in Certain Situations
  • Prenuptial Agreements Can Provide Remarriage Protection
  • Estate Planning is About More Than Taxes
  • Special Accounts for People with Special Needs
  • Turning the Page on 2018 and Looking Forward to 2019
  • Giving Back
  • Aretha Franklin Died Intestate: What Does It Mean for Her Family?
  • Planning for the Client Moving Overseas
  • Naming a Trust as Beneficiary of an IRA
  • Estate Planning is for You, Not Just Your Parents or Grandparents
  • No Charitable Deduction in 2018?
  • Planning for Lottery Winners, Part 2 of 2
  • What’s a 529 Plan and What Are the Benefits to Using One?
  • Planning for Lottery Winners, Part 1 of 2
  • How Much Power Is in a Power of Attorney?
  • Estate Planning: It’s Not Just About the Estate Taxes
  • Planning to Avoid Too Much SALT
  • Trusts for Privacy
  • Planning for Frequent Flyer Miles
  • You Never Know: Planning for the Unexpected
  • Incapacity Planning
  • Are Your Digital Assets Part of Your Estate Plan?
  • What Is a Letter of Instruction?
  • What Happens If a Third Party Won't Honor a Power of Attorney?
  • Planning for the International Client
  • How to Make an Estate Plan That Takes Your Family's Needs Into Account
  • 6 Important Estate Planning Considerations – Part 6: Taxes
  • Dead Hand Control: How Much is Too Much?
  • Planning for the Unexpected
  • When a Will Isn't Enough for Your Estate Plan
  • Estate Planning Attorneys Explain What to Do with Your Plan Documents
  • 6 Important Estate Planning Considerations – Part 5: Retirement Assets
  • Former First Lady Barbara Bush Shines Spotlight on End of Life Planning at the End of Her Life
  • 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
  • 6 Important Estate Planning Considerations – Part 3: Your Kids
  • Estate Planning is Too Important to Procrastinate
  • Academy Event in Las Vegas Hit the Jackpot!
  • Income Tax Basis in Estate Planning – Part 2
  • A Special Option for Special Kids
  • Donor Advised Funds: IRS Issues New Ruling
  • Basics of Estate Planning: Getting the Most out of Charitable Gifts
  • Basics of Estate Planning: Powers of Appointment – Part 2
  • Basis is Important in Estate Planning
  • Planning for Retirement Plans and IRAs: Beneficiary Designation
  • Basics of Estate Planning: Powers of Appointment – Part 1
  • How Are You Planning for Long-Term Care (LTC) Expenses?
  • Treasury Releases New Inflation Adjustment
  • Would You Prefer a Charitable Deduction This Year?
  • Estate Planning: The Simplest Plan is Usually Not the Best
  • Legal Expenses Climb for Arizona Man Seeking Guardianship Over Wife with Dementia
  • Estate Planning: Simple is not Always Better
  • Retirement is Complicated
  • Age-Related Retirement Milestones
  • Basics of Estate Planning: Privacy and Estate Planning
  • Albuquerque Estate Planning Attorneys Answer Top 5 Questions
  • Sager Family Shows Perils of Blended Families
  • New Tax Law May Affect State Income Tax, Too!
  • Proposed Regulations Address “Clawback” Issue
  • Planning for Retirement Plans and IRAs: Asset Protection
  • 10 Things You Can Do to Help Your Phoenix Estate Planning Attorney
  • Law in the U.S. can be Participatory
  • New Year’s Greetings
  • Do I Really Need an Estate Planning Lawyer to Create My Will?
  • Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)
  • Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
  • Estate Planning Attorneys Provide a Check List for Creating Your Plan
  • What Do Estate Planning Lawyers Do?
  • Phoenix Estate Planning Lawyers Answer Top 5 Questions
  • Basics of Estate Planning: Portability
  • Why Plan?
  • When Should you Plan?
  • Selecting your Fiduciary
  • Joint Tenancy – The Best Option?
  • Contingency Day Checklist
  • Are You Owed Life Insurance Money?
  • Your Living Trust is Not a Doodle Pad
  • A Trip to the Dentist and My Estate Plan
  • Spring Cleaning: Shred or Keep?
  • Perilous Times in America:
  • Should you plan your “Estate?”
  • Too Young to Die
  • Let’s Talk About Death
  • Estate Planning and Taxes – One Size Fits All?
  • A Life with Alzheimer’s
  • Who Needs an Estate Plan?
  • To my dog Lucky, I leave…
  • We Must Be Shopping at Different Places
  • When Is the Right Time To Plan?
  • Why You Need a Living Trust
  • 2015 IRA Contribution Limits
  • Same-Sex Marriage and Estate Planning after US Supreme Court Decision
  • Top 10 Reasons To Have an Estate Plan
  • Why You Need a Living Trust
  • Planning is for Everyone
  • Multiple Decision Makers is Asking for Trouble
  • Should You Make End-Of-Life Plans on Your Own?
  • Take Control – Make a Plan
  • Planning for Life’s Unexpected Turns
  • Help Your Parents
  • Parents, Talk to Your Children about Your Estate Plan
  • The King’s Estate – B.B. King, That Is
  • What is the difference between a Will and a Trust?
  • Congratulations—You Have An Estate Plan!
  • Make your New Year List
  • The World Still Has Not Ended, So You Need to Plan Accordingly
  • Non-Tax Reasons for a Estate Plan
  • Lottery Scams – Don’t Fall Prey
  • Kick Off 2015 on the Right Foot
  • The Best Present for the Person Who Has Everything!
  • Are Attorneys Expensive? Part Two
  • The Instruction Letter
  • Make Estate Planning a Part of Your New Year’s Resolution
  • Funding a Trust – What does it mean?
  • Getting Organized
  • New Year’s Resolution
  • What NOT to do When Considering an Estate Plan
  • 10 Best States to Retire
  • Single? You Still Need an Estate Plan
  • What did the Supreme Court just do to my IRA?
  • Which State Are You Going To Retire In?
  • What is a Successor Trustee?
  • Who Will Care For My Children When I Die?
  • Divorced? Getting Divorced? Will it affect your estate plan?
  • How is your estate plan affected by a physician-assisted suicide?
  • AT YOUR DEATH WILL THERE BE A BATTLE OVER THE TEACUP?
  • Protecting Your Children
  • Give the Gift of Advice
  • You have an 18 year old? Now What!
  • Planning with a Will
  • I have an A/B trust, what needs to be done when my spouse passes away?
  • Beneficiaries: Don’t Blow Your Inheritance!
  • Things aren’t Always like they Seem
  • Paralysis by Analysis
  • Planning Man
  • Same-Sex Marriage Update
  • You need to worry about more than just estate taxes?
  • 18 = Adult = Healthcare Documents
  • Tune in Today at 3:00 PM!
  • Does the Trust have to be THAT big?
  • Protecting Your Legacy for Those You Love
  • Unpredictability
  • What is the Difference Between a Warranty Deed and a Quit Claim Deed?
  • Can Someone Contest a Trust?
  • What Just Happened to Your IRA?
  • Should all assets be titled to a Revocable Living Trust?
  • Do Not Write on Your Living Trust
  • With the Estate Tax Exemption Amount as High as it is do I Need an A/B Trust?
  • MH Cares – Volunteering at St. Mary's Food Bank Phoenix
  • Pour Over Will
  • What is a Power of Attorney?
  • How to Prepare for Your Estate Planning Consultation
  • Avoid Gridlock
  • What is a Living Will?
  • How Divorce Effects Your Estate Plan
  • Blended Families Create a Mixture of Estate Planning Options
  • Problems with Assets Passed Through Joint Tenancy
  • Estate Planning is a Team Sport
  • Confusion about Revocable Living Trusts
  • Last Will or Revocable Living Trust – Which is Best for My Family?
  • The Fights That Can be Avoided
  • Trusts and Estates: What’s the Difference?
  • The Downside to Using Life Estates
  • The Passing of a Loved One
  • The Total Return Unitrust: Many Happy Returns
  • Distributing Personal Effects: Use an Estate Planning Letter
  • Protecting your Rental Property
  • Unanimous Decision by the United States Supreme Court Rejects Protection of Inherited IRA’s:
  • Meet MH's Partners
  • Clipped! Donald Sterling Being Taken to Probate Court
  • 10 Things NOT To Do When Naming Life Insurance Beneficiaries
  • What is a guardianship?
  • Supreme Court Decision regarding Inherited IRA's
  • How Do I Fund My Trust?
  • Do I have to provide my entire trust to my financial institution?
  • New to Estate Planning? Start with the Basics
  • Giving Money to Family Members Can Cost More Than You Think
  • Same Sex-Marriage
  • What happens if you don't die?
  • I Just Got Married…..How Does That Affect My Estate Plan?
  • Even-Steven: Another Reason Why Your Estate Plan Should be Reviewed Regularly
  • Digital Asset Planning
  • HIPAA- Why Everyone Should have an Authorization to Release Information Form
  • My child is leaving for college. Is there anything they should prepare for?
  • A Trust Only Works if it’s Properly Funded
  • “I am young, only 39, There is no reason for planning.”
  • Do I Really Need an Estate Plan?
  • Whose Advice Do You Want?
  • Tax implications on gifts
  • What is a Power of Attorney and Why Do You Need One?
  • Plan with your Head Held up High
  • Are We Spending More Time Vacation Planning Than Estate Planning?
  • Disinheriting Someone From Your Estate? Things You Should Know in Arizona and New Mexico
  • What Could Possibly Be Wrong with an Outright Inheritance?
  • Beneficiaries with Addictions
  • Ignorance is Not Bliss
  • Getting Ready for your Appointment
  • What is the 3.8% Surtax?
  • Who’s watching the Children?
  • Don’t Rely on an Inheritance to Secure Your Financial Future
  • What is a Guardianship?
  • Take Caution with Reverse Mortgages
  • Penny-wise and Pound-foolish; Pitfalls of using do-it-yourself estate planning forms
  • What will your legacy be?
  • What Documents Do I Need and When Do I Need Them?
  • The Top Five Estate Planning Mistakes – Are You Making Them?
  • If You Have A Family, You Have A Reason
  • You Are Probably Too Young To Have an Estate Plan
  • Dividing Your Assets Without Dividing Your Family
  • What Does Permanent Mean To Congress?
  • When Does a Retirement Account stop Being a Retirement Account?
  • When Your Life Changes, Your Estate Plan Should Too
  • Using Long Term Care Insurance as an Estate Planning Component
  • Using Long Term Care Insurance as an Estate Planning Component
  • Do I need a Healthcare Agent if I’m married?
  • Is Your Trust Up To Date?
  • Limiting Life’s Risk
  • Will Your Estate Have Enough Cash to Pay the Costs of Settling Your Estate?
  • Organize your tax records
  • Life Happens Without Warning
  • Old vs. New
  • Making End of Life Decisions and Doing it Today
  • A few of President Obama’s Proposed Fiscal Year 2015 Budget Provisions
  • Estate Planning and your Retirements Accounts
  • New Retirement Account on the Block: the myRA
  • Why I have a Plan in Place? By New Mexico Attorney James Plitz
  • Garage Sale Estate Plan
  • Amazing Stories from the Go Red Luncheon by New Mexico Attorney, James Plitz
  • Important Steps to Take Prior to Creating Your Estate Plan
  • On the Road
  • You Get What You Pay For
  • Is Estate Planning Only For Those in The Golden Years? By Tucson Estate Planning Attorney
  • FREE Estate Planning and Living Trust Seminar in Sun Lakes, AZ March 13th
  • What Does It Mean to Fund a Trust?
  • To Everything Turn, Turn, Turn by New Mexico Estate Planning Attorney
  • The Will of President George Washington
  • Valentine’s day – Gifts for the Heart
  • FREE Estate Planning and Living Trust Seminars in Tucson, AZ February 18th – 20th
  • Car Repairs Are Inevitable
  • Facing Our Own Mortality by James Plitz, NM Attorney
  • Do you have enough marbles?
  • FREE Estate Planning Seminar in Albuquerque and Rio Rancho, NM February 11th, 12th and 13th
  • All Those in Favor?
  • Can an Estate Plan benefit me while I am still alive?
  • Do It Yourself Estate Planning
  • Is it too Cold for Estate Planning?
  • Are you moving to a new state? It is the perfect time to review your existing estate plan.
  • Estate Planning Without a Will or Trust
  • One Simple Way to Make it Easier for Your Loved Ones After You Die
  • Uncovered in Death: Elderly Twins Were Millionaires
  • Are You a Collector? What Happens to Your Collection After You Die?
  • WHAT IS A SUCCESSOR TRUSTEE?
  • WHAT HAPPENS TO OUR ‘STUFF’ WHEN WE DIE
  • The New Year is Here
  • IS IT OKAY TO NAME MY CHILDREN ON MY BANK ACCOUNT?
  • Legacy!
  • Is your Estate Plan part of your New Year’s Resolutions?
  • Have You Started Thinking About Your Goals for the New Year?
  • Tis' The Season To Look In On Your Loved Ones
  • Give the Gift of a Referral
  • While You Are With Your Loved Ones This Season
  • WHAT DO YOU KNOW ABOUT PROBATE?
  • JOINT TENANCY DANGERS!
  • Think About (and Write Down) who gets Your “Stuff”
  • How do I know if my estate will have enough liquidity when I die?
  • Nominating a Guardian for Minors
  • MH To Sponsor Channel 8 Arizona Collectibles
  • Expect the Unexpected: Establish a Living Trust Today
  • The Arizona East Valley Boys and Girls Clubs are celebrating their 50th anniversary!
  • IF YOU HAVE A FAMILY, YOU HAVE A REASON
  • When and What to Tell Your Children About Your Estate Plan
  • Future Healthcare Changes?
  • Who is Your Health Care Agent?
  • What is a Power of Attorney?
  • What Documents Do I Need and When Do I Need Them?
  • Estate Planning Education is Crucial
  • SAME-SEX MARRIAGES
  • Four Steps to Protecting Your Estate
  • Ignorance is Bliss, But Planning Gives Peace of Mind
  • The New Health Care – Obamacare
  • Payable on Death/Transfer on Death – Good planning?
  • New York Ruling Closes the “Son of Sam Loophole”
  • Should I own my home or other assets in Joint Tenancy?
  • Should I Put My Children on My Accounts?
  • Solving One Issue May Create Many Others
  • The Importance of Providing Clear Instruction
  • Estate Tax Worries?
  • Let’s Play as a Team
  • CREMATION – HOW CAN I PLAN FOR IT?
  • IRS Estate Tax Adjustments
  • Have you checked your Estate Plan?
  • Protection Does Not Come From a Will
  • MH Attends AAEPA Event!
  • A Dear Friends Planning
  • The World’s Wealthiest Woman
  • IF YOU HAVE A FAMILY, YOU HAVE A REASON
  • Planning is more than Just Estate Taxes
  • Estate Planning Seminars in Santa Fe, New Mexico October 24th, 2013
  • Does your current trust protect you?
  • Can my Living Trust be the beneficiary of my retirement accounts?
  • I’ve Created a Revocable Living Trust – Now What?
  • Proper and Complete Funding of Your Trust
  • Do I need a Living Will?
  • With the Estate Tax Exemption Amount as High as it is and Portability do I Need an A/B Trust?
  • Betting It All on Black. Where has all of the money gone?
  • Team Work
  • What are the odds your family will need estate planning?
  • The Uncomfortable Conversation
  • Do I need a Will if I have a Revocable Living Trust?
  • What estate planning documents do I need to have in place in Arizona?
  • Timing is Everything
  • Trust is an Amazing Thing
  • Slayer Statutes
  • Have You Reviewed Your Life Insurance Policy Lately?
  • Estate Planning – There’s More To It Than Meets the
  • Estate Planning Makes You Think
  • Estate Planning is for More Than Just the Rich
  • Charitable Giving: A True Win-Win
  • About Morris Hall
  • Unique Issues Associated with Estate Planning for Same-Sex Couples
  • All Things Require Maintenance – Even Your Estate Plan
  • Once I Sign My Trust, I’m Done Right?
  • Avoiding Probate on a House
  • How Does Residing in Two Separate States Affect Your Estate Plan?
  • Choose Your Executors Wisely: Elderly Man Duped Out of $500,000 by Executor
  • Problems with Joint Tenancy
  • Reverse Mortgages-are they for you?
  • What’s so Bad About Payable on Death (POD) Accounts?
  • It’s About Estate Planning…and So Much More
  • Keep Your Beneficiary Designations Updated
  • Protecting Your Legacy for Those You Love
  • Take Control of Your Health Care Decisions
  • I Saw Someone Almost Die Today
  • It is Never Too Late or Too Early to Plan for Your Loved Ones
  • What Does “Estate Planning” Make You Think Of?
  • Phoenix Estate Planning Attorney Gets Back on Her Soapbox
  • Don’t Rely on an Inheritance to Secure Your Financial Future.
  • Q: How can I protect my assets from lawsuits?
  • An Estate Plan is the Great Way to Protect Your Loved Ones
  • Making Life Easier for Your Loved Ones When You Pass Away – Part 2 of 2
  • Making Life Easier for Your Loved Ones When You Pass Away – Part 1 of 2
  • Estate Planning Done the Right Way – The MH Way
  • Passing On a Digital Legacy – Who Gets Your Ebooks and MP3 Files?
  • Trust Reviews & Communicating Changes to Family Members
  • How Can I Protect My Children’s Inheritances from Divorce or Creditors?
  • Homestead Exemption, Creditor Claims and QPRTS
  • Funding Your Living Trust
  • Have You Ever Wondered How Much A Will Actually Costs?
  • Charitable Giving
  • What Vacation Planning and Estate Planning Have in Common
  • Client Question: "What Does it Mean to Fund a Trust?"
  • Income Tax Planning
  • ¡OJO! – A Legal Warning!
  • New Arizona Probate Limits as of August 1
  • Additional Asset Protection with a QPRT
  • The Prenuptial Agreement as an Estate Planning Tool?
  • SCAM ALERT – Pay for a Copy of Your Deed?
  • Do I Need a Will or a Trust?
  • HIPAA- Why Everyone Should have an Authorization to Release Information Form
  • What should your family know about your estate plan?
  • Is having a TOD or POD on your account the best estate plan?
  • Shocking Statistics about Estate Planning and Generational Gaps
  • 19 Children Means You Should Definitely Have a Plan in Place!
  • Time to Reflect
  • What Does it Mean to Fund a Trust?
  • Whose Advice Do You Want?
  • Keep It Simple…Even in Estate Planning
  • Trusts Are Like Operating Systems
  • Trust Creates an Amazing Responsibility
  • Update Your Beneficiary Designations: A Reminder From SCOTUS
  • Talking With Your Family About Your Estate Plan
  • “Do It Yourself” Estate Planning
  • Estate Planning for Snowbirds and Other Dual Residents
  • Is It Time for a Check-up
  • We’re Living Longer…Is That a Good Thing?
  • A Father’s Love and Duty
  • Estate Planning Workshop in Sun Lakes, Arizona July 17th at 2:00pm
  • Do you know when you are going to die?
  • Estate Planning Seminars in Albuquerque, NM July 16th and 17th
  • Do It Yourself Estate Planning, and Whether It Is a Good Idea or Not.
  • Deciding Who to Assign as Your Health Care Agents
  • What are the Benefits of a Beneficiary Trust
  • Asset Protection in a Litigious Society
  • Don’t Be Afraid to Talk About the Hard Subjects
  • 8 Estate Planning Things to Do Before You Travel
  • Public Guardian Suspended Due to Questionable Billing Practices
  • What is a Power of Attorney used for?
  • What to Do When Receiving an Inheritance in Arizona or New Mexico
  • Q: Can’t I do my estate planning later? I feel like I’m too young to worry about it now.
  • Keeping Your Estate Plan Updated
  • Beneficiary Designations Gone Wrong
  • Ten Things NOT To Do When Naming Life Insurance Beneficiaries – Part 2
  • Ten Things NOT To Do When Naming Life Insurance Beneficiaries – Part 1
  • The Biggest Fights are Over the Smallest Things
  • Planning for the Unexpected
  • Postnuptial Agreements Growing In Popularity – Would One Work for You?
  • “Please pass the mashed potatoes, and did you know I want to be cremated?”
  • Unintended Consequences of Do-It-Yourself Estate Plans
  • Helmets and Handlebars? What Does That Have to Do With Estate Planning?!
  • Annual Gift Tax Exclusion vs. Lifetime Gift Tax Exemption
  • We Are Team MH!
  • A Student’s Golden Question
  • With the Estate Tax Exemption Amount As High As It Is, Do I Need An A/B Trust?
  • Happy Memorial Day!
  • Predicting the Future Should be Left to the Fortune Tellers
  • May is National Stroke Awareness Month
  • Do you know the Passwords?
  • Wills Are Public Documents With Private Information – Beware Scammers!
  • If You Have a Family, You Have a Reason to Create an Estate Plan
  • Four Tips to Help You Start Your Estate Planning
  • Nearly $200k Distribution Sent to Wrong Animal Shelter by Local Law Firm
  • Why You Should Regularly Review and Update Your Beneficiaries
  • The Top 7 Money Mistakes
  • Millionaire’s Widow Forced to Pay Husband’s Mistress
  • The Major Driving Forces Behind Estate Litigation
  • Disinheriting Someone From Your Estate? Things You Should Know in Arizona and New Mexico
  • MH Estate Planning Seminars In Sedona and Prescott, Arizona – June 11th and 12th
  • What Does "Permanent" Mean to Congress?
  • Estate Planning for Blended Families
  • New York May Receive $40 Million Estate Due to Lack of Estate Planning
  • Proper Planning for Blended Families
  • I Watched My Grandfather Pass Away
  • Estate Planning for Individuals with Special Needs
  • Why Is It Important to Review Your Trust?
  • How can I protect my assets and reduce estate taxes?
  • MH Seminars in Santa Fe, New Mexico May 7th and 8th
  • Why Talk with an Estate Planning Attorney?
  • The Importance of Accurate Asset Information
  • Estate Planning is For Everyone – For Young Adults and Elderly Alike!
  • How Can I Protect the Funds That I Leave for My Children?
  • 529 Plans and Estate Planning
  • Seven Reasons Estate Planning is Beneficial for Everyone
  • It’s About Estate Planning…and So Much More
  • Are We Spending More Time Vacation Planning Than Estate Planning?
  • Update Your Beneficiary Designations
  • Making End of Life Decisions and Doing it Today
  • Taxes Due Tomorrow – Have You Filed?
  • Estate Planning Isn't Just for You – It's for the Ones You Love
  • IRA’s and Your Estate Plan
  • What Happens To Your Pets If You Outlive Them?
  • Prenuptial, Prenuptial, Prenuptial…
  • Avoiding Guardianship and Conservatorship Through Estate Planning
  • The Many Vital Reasons for Creating an Estate Plan
  • Four Tips for Getting Started on Your Estate Plan
  • How Does a Few Inches Equal a Thousand Miles?
  • Peace of Mind Because of Proper Estate Planning
  • Is having a TOD or POD on your account the best estate plan?
  • The Importance of Listening
  • Averting a Distribution Disaster – And How it Could Happen To You
  • Beneficiaries Under Intestacy
  • Cancelling Accounts and Expenditures After a Death
  • What Is Your Exit Plan? If You’re In Arizona or New Mexico, You Need One!
  • Blessed to be an Estate Planning Attorney
  • 5 Common Estate Planning Myths
  • I Just Got Married…..How Does That Affect My Estate Plan?
  • "Trust" – The Vital Key to Picking Your Agents
  • Moving to a New State – The Perfect Time to Review Your Estate Plan!
  • "Whatever it Takes!"
  • New Options for Disposing of Remains – Have You made Your Choice?
  • Why Plan Today? Because Tomorrow Never Comes…
  • Illinois Recluse Leaves Estate to Actors
  • Ensuring the Accessibility of Your Estate Planning Documents
  • A Will Does Not Protect Your Estate
  • Updating Your Estate Plan – Considering Planned Giving and Other Important Factors.
  • Get Organized and Spare Your Loved Ones the Trouble Later!
  • MH Estate Planning Seminar in Sun Lakes Arizona March 12th
  • MH Client Seminars in Tucson and Phoenix
  • Son Kills Parents In Order To Receive Inheritance
  • Post to Facebook and Twitter…Even after You’re Deceased?
  • Should I Title My Out-of-State Property in my Trust?
  • What's Wrong with Using Joint Tenancy for Estate Planning?
  • How can I protect my assets and reduce estate taxes?
  • Reviewing and Updating Your Estate Plan
  • What is the Annual Gift Tax Exclusion and How Can it Help My Estate?
  • The Will of President George Washington
  • Need Help Managing Your Assets? A Trust Can Help With That!
  • 2013 Federal Estate Tax Exemption and How it Affects Future Estate Planning
  • Important Documents Young Adults Need
  • My Assets Are Protected Inside My Trust, Right?
  • Beneficiary Trust – Do You Have One?
  • Do You Have a Child Turning 18 This Year? Learn How Arizona and New Mexico Law Affects Them.
  • To Plan or Not to Plan – That is the Question
  • Choose Your Executors Wisely: Elderly Man Duped Out of $500,000 by Executor
  • Are You a Collector? What Happens to Your Collection After You Die?
  • What Documents Do I Need and When Do I Need Them?
  • Accountants, Financial Advisors and Estate Planning
  • Special Planning for Special Needs Children
  • Don’t Let Your Kids Leave Home Without These Documents
  • Understanding Gift Taxes and Who Foots the Bill
  • Don’t Forget About Your Pets!
  • Choosing Guardians for Your Minor Children
  • Blended Families Create a Mixture of Estate Planning Options
  • Do I Still Need an Estate Plan Since The Death Tax Exemption is $5 Million?
  • Lack of Recognition of Same-Sex Marriages by Federal Government in Taxable Estates
  • How 2013 Will Be Affected by the 2012 Taxpayer Relief Act: Part 2
  • How 2013 Will Be Affected by the 2012 Taxpayer Relief Act – Part 1
  • New Year’s Health Check
  • How a Divorce Alters Your Estate Planning in New Mexico and Arizona
  • Arizona Death Probate Limit – From Tucson Estate Planning Attorney
  • Where Will Your Money Go When You Die? It May Not Be Where You Would Hope…
  • You Just Never Know
  • CHEERS: A Lesson in Estate Planning From an Unlikely Source
  • Can I Do Estate Planning Without Creating a Will or a Living Trust?
  • How Can I Lower My Estate Taxes? Phoenix Attorney Gives Valuable Suggestions
  • Have You Created a Plan to Distribute Your "Stuff?"
  • Protect Your Assets by Documenting Your Ownership
  • The Dangers of Do-It-Yourself Estate Planning : Part 2
  • The Dangers of Do-It-Yourself Estate Planning : Part 1
  • Have You Started Thinking About Your Goals for the New Year?
  • Do I need an A/B trust?
  • Averting a Distribution Disaster – And How it Could Happen To You
  • England Tax Battle Over Painting Worth $15 Million
  • While You Are With Your Loved Ones This Season
  • “I’m only 39, Don’t You Know When People Die?!?”
  • Tis the Season: Give the Gift That Pays You Back
  • Today is the End of the World, So Why Plan?
  • Wealthy, Elderly Woman Gives Entire Estate to Unsuspecting Neighbors Instead of Relatives
  • Getting Things Done, Before the "Due Date"
  • A Lesson From Connecticut: Cherish Life, For it Can Be Fleeting
  • Awaiting a Decision on the Fiscal Cliff, and How It May Affect You!
  • Italian Woman Gives Over $2.5 Million in Property to Her Dog and Not Her Daughter or Grandchildren
  • MH Closes Their Doors and Opens Their Hearts
  • About Morris Hall. A Premier Estate Planning Law Firm
  • The "Valuables" You Didn’t Know You Had
  • Unique Issues Associated with Estate Planning for Same-Sex Couples
  • How to Update Beneficiaries of IRAs and 401(k)s – Naming Your Spouse, a Trust or Others
  • Tis' the Season To Check On Loved Ones
  • Exercising Control Comes With a Price
  • All Things Require Maintenance – Even Your Estate Plan
  • Disinheriting Someone From Your Estate? Things You Should Know in Arizona and New Mexico
  • How can you show your love?
  • Don’t Leave Your Health to Chance – The Importance of Health Care Documents for Those in Arizona and New Mexico
  • Is Your Revocable Living Trust Properly Funded?
  • Gifts for Minor Beneficiaries
  • Estate planning is too easy! Anyone Can Do It…Right?
  • Once I Sign My Trust, I’m Done Right?
  • The Time for Procrastination is Over!
  • What To Expect for the 2013 Annual Gift Tax Exemption
  • How Can I Avoid Probate On My House?
  • Even the Best Laid Plans Are Only Good When Followed
  • Was there ever a better time to make a gift?
  • Protect Your Assets from Bank Failures by Creating a Living Trust
  • Yes, It CAN Happen to You!
  • Seven Reasons Estate Planning is Beneficial for Everyone!
  • There Has Never Been a Better Time to Make a Gift – Especially Before the Year's End
  • What a difference a day makes
  • Life Can Change in Unexpected Ways and at Unexpected Times– World’s Oldest New Dad Has Child at 96!
  • How Does Residing in Two Separate States Affect Your Estate Plan?
  • Spring Cleaning Once a Year? How Does That Apply to Estate Planning?
  • Reverse Mortgages – Are They For You?
  • Real Life Problems with Joint Tenancy
  • To Those Who Use Their Living Trust as a Bookend…
  • Selecting the Right Lawyer for You
  • Guardianships for Minor Children Make Reviewing Your Estate Planning Especially Important
  • Mental Health Power of Attorney
  • It’s About Estate Planning…and So Much More
  • Break out the party hats! Pop open the bubbly! It’s party time!
  • When and What to Tell Your Children About Your Estate Plan
  • Are You Tired of Political Ads Yet? What Changes Could Affect Your Planning?
  • What’s So Bad About Payable on Death (POD) Accounts?
  • Keep Your Beneficiary Designations Updated
  • Presidential Debate Hints at Upcoming Changes
  • Estate Planning Done the Right Way – the MH Way
  • If You Have a Family You Have a Reason
  • Protecting Your Legacy for Those You Love
  • Are We Spending More Time Vacation Planning Than Estate Planning?
  • Don’t rely on an inheritance to secure your financial future.
  • Woman Unknowingly Marries Her Biological Father – Family Reveals the Secret To Her Years After His Death
  • How Can I Be Terrifying, I’m an Estate Planning Attorney?
  • I Almost Saw Someone Die Today – Attorney's Real Life Experience
  • Life Sneaks up on You! – Arrowhead Attorney Realizes How Time Flies
  • Estate Planning is for More Than Just the Rich
  • Leaving “Your Story” For Generations to Come
  • Will There Be A Family Inheritance Feud After Your Death?
  • Passing On a Digital Legacy – Who Gets Your Ebooks and MP3 Files?
  • “Lucky” the Dog Receives the Fortune of his Owner
  • Important Tax Implications on Gifts – Don't Get Caught in the Gift Tax Trap
  • The View From My Window – From Phoenix and Mesa Estate Planning Attorney
  • Back On My Soapbox – Phoenix Estate Planning Attorney
  • What Does “Estate Planning” Make You Think Of?
  • Doing it Right – Absolutely, Positively!
  • It is Never Too Late or Too Early to Plan for Your Loved Ones
  • Protecting Your Assets and Loved Ones with an Estate Plan from MH
  • Do you know when you are going to die?
  • Cease to Procrastinate, For Tomorrow May Be Too Late – From Tucson Estate Planning Attorney
  • Estate Planning and the Elder Years with MH
  • Shocking Statistics about Estate Planning and Generational Gaps
  • Making Things Easier For Your Loved Ones When You Pass Away
  • 19 Children Means You Should Definitely Have a Plan in Place!
  • A Nosy Attorney Makes For a Well-Crafted Estate Plan
  • Moments of Reflection – From Phoenix Estate Planning Attorney
  • "We Don't Have Many Assets, So We Don't Need a Trust"…Think Again…
  • “Prenup” is not a "Four Letter Word"
  • TIme for a Check-up – Arrowhead Estate Planning Attorney
  • Letters of Love – A Personal Recommendation from Arizona Estate Planning Attorney
  • Never a Better Time to Make a Gift – Elaborates Glendale Estate Planning Attorney
  • What Happens To Your Pets if They Outlive You? – Tucson Attorney Gives the Answer
  • Understanding Gift Tax Issues and College Tuition – From Phoenix Estate Planning Attorney
  • Even Nuns Forge Wills
  • What Does an Estate Plan Cost? Understanding the Value of Flat Fees. – From Mesa Estate Planning Attorney
  • Please Let Me Help You Find Your Missing “Car”
  • Confession of a Trust Attorney
  • Unequal Distributions Will Cause Family Drama – Tucson Estate Planning Attorney Explains
  • IRAs and Your Estate Plan
  • Protecting Your Digital Legacy
  • The Smallest Things Cause the Biggest Fights – From Peoria & Phoenix Attorney
  • The Future of Our Nation and How It Affects Your Estate
  • Postnuptial Agreements Growing In Popularity – Would One Work For You?
  • You Can Bet Your Life On It…Literally…
  • A Snapshot in Time: What Do Estate Planning and Photography Have in Common?
  • Attorney-Presented Estate Planning Seminars in Las Cruces and Albuqueque, New Mexico
  • Discovering A Better Way To Protect Your Assets and Your Loved Ones
  • What should your family know about your Arizona or New Mexico estate plan?
  • How Can You Plan for the Unexpected? Tucson Attorney Shows How
  • Estate Planning and Life's Two Certainties – Arrowhead Estate Planning Attorney Expounds
  • "If You Have a Family, You Have a Reason" – Proclaims Phoenix Estate Planning Attorney
  • Are You Part of Middle Class America?
  • Do It Yourself Estate Planning – A Bad Idea?
  • Prenuptial, Prenuptial, Prenuptial – Tucson Estate Planning Attorney Gives a Word of Advice
  • The Perfect Father's Day Gift
  • Why Joint Tenancy is Not The Answer – From Scottsdale Attorney
  • Asset Protection in a Litigious Society – Arrowhead Attorney Tells How to Protect Your Estate
  • Seminar Announcement: What To Do When A Spouse Passes Away with Special Guest Speaker Paula Stone June 26th and 28th 2012
  • Benefits of a Beneficiary Trust – New Mexico & Arizona Attorney Gives the Details
  • The Truth of Incapacity and Why You Need To Prepare
  • The Top Five Estate Planning Mistakes – Are You Making Them? (Part 2)
  • Seminar Announcement: Estate Planning Seminars in Albuquerque and Rio Rancho, July 18th and 19th
  • The Top Five Estate Planning Mistakes – Are You Making Them? (Part 1)
  • Blessed To Be An Estate Planning Attorney
  • Estate Planning Workshop: Serious Mistake Most New Mexicans Make. An MH Estate Planning Seminar.
  • Wills Are Public Documents With Private Information – Beware of Scammers!
  • Beneficiaries Under Intestacy – Dying Without An Estate Plan
  • MH Cares – Phoenix Attorney's Real Life Experience
  • The Waking Nightmare of Living Probate(Part 2)
  • The Waking Nightmare of Living Probate(Part 1)
  • Is having a TOD or POD on your account the best estate plan? Prescott Attorney Answers
  • Bequeathing More than Just the Family Bible in Your Estate Plan – Phoenix Attorney Explains
  • What to Do When Receiving an Inheritance in Arizona or New Mexico
  • You Are Probably Too Young To Have an Estate Plan – Scottsdale Attorney Speaks To All
  • Don’t Know Where to Start? 4 Tips for Getting Started on Your Arizona or New Mexico Estate Plan
  • Usefulness of Life Insurance for Young Families in Arizona and New Mexico
  • MH Seminar Announcement in Prescott and Flagstaff Arizona
  • "Do I Need an A/B Trust?" – Arrowhead Attorney Proclaims, "YES!"
  • How Does a Few Inches Equal a Thousand Miles? – Mesa Attorney Elaborates
  • Cat Owner Chooses to Have Her Pet Euthanized In Her Will: Court Saves Cat's Life
  • "How Can I Be Terrifying, I’m an Estate Planning Attorney?!" – Tucson Attorney Has a Revelation
  • Disinheriting Someone From Your Estate? Things You Should Know in Arizona and New Mexico
  • Unintended Consequences of Do-It-Yourself Estate Plans
  • Averting a Distribution Disaster – And How it Could Happen To You
  • Do you know the Passwords? Estate Planning in a Digital Age
  • Your Revocable Living Trust and Retirement Plans
  • The Importance of Listening – Phoenix Attorney Learns a Lesson
  • Mesa Attorney Exclaims, "I Love Meeting with Clients!"
  • Wait a Minute, EVERYONE Has an Estate Plan?!
  • “Please pass the mashed potatoes, and did you know I want to be cremated?”
  • Cardiovascular Disease – The Number One Cause of Death in America
  • Which State is the Best State to Create my Estate Plan?
  • Making End of Life Decisions and Doing it Today – From Arizona and New Mexico Attorney
  • Mesa Attorney Sees Clearly Once More
  • Largest Transfer of Wealth in US History
  • Providing for Beneficiaries without Giving Them a Blank Check
  • Peace of Mind Because of Proper Estate Planning
  • Estate Tax in 2012: What Can Estate Planning Clients Expect?
  • Battling Cancer – Signs, Symptoms and the Legal Steps To Take
  • Ten Benefits of Estate Planning for You and Your Loved Ones
  • When Your Life Changes, Your Estate Plan Should Too
  • How Can You Show Your Love? Phoenix Attorney Tells How
  • Cancelling Accounts and Expenditures After a Death
  • My Experience Presenting the Estate Planning Seminars in New Mexico
  • Protecting Your Digital Assets – And Why It Is Especially Important for Those in Arizona and New Mexico
  • Arizona Law Allows Your Trust To Remain Private with a Proper Certificate of Trust
  • Are You a Collector? What Happens to Your Collection After You Die?
  • Today I Helped Three Veterans – Phoenix/Mesa, Arizona Attorney
  • To Plan or Not to Plan – That is the Question
  • What Happens When You Own Property in More than One State?
  • "No Death Tax? What Does That Mean for Estate Planning?"
  • Planning For Those That You Love The Most – Life Is Unpredictable, So Prepare Today!
  • Charitable Giving and the Make-A-Wish Foundation
  • Estate Planning is a Team Sport
  • Is it Time For a Check-Up?
  • Enjoy What You Do
  • CAUTION: Joint Ownership & POD Accounts May Avoid Probate, But There Are Serious Drawbacks
  • A New Estate Planning Challenge Arises with Posthumous Births
  • Protecting The Estate Against Potential Predators
  • Don't Leave Your Health to Chance – The Importance of Health Care Documents For Those in Arizona and New Mexico
  • Phoenix Client: "Why Doesn't Everyone Have a Trust?!?!?"
  • What will your legacy be?
  • Dividing Your Assets Without Dividing Your Family
  • What Do Downton Abbey and Estate Planning Have in Common?
  • How to Update Beneficiaries of IRAs and 401(k)s – Naming Your Spouse, a Trust or Others
  • The "Valuables" You Didn't Know You Had
  • You Can Bank on This: Taking Time to Plan is Time Well Spent
  • Whom Do You Trust with Your Child?
  • Living Will- Why Every American Should Have One
  • Monday Was a Death Day in Arizona
  • What To Do After the Death of a Loved One
  • Many of My Friends Are Dying
  • The Dangers of Do-It-Yourself Estate Planning: Part 2
  • The Dangers of Do-It-Yourself Estate Planning: Part 1
  • Don't Worry About a Thing! The Politicians Will Fix It…Right?!?
  • What Documents Do I Need and When Do I Need Them?
  • Do You Have a Child Turning 18 This Year? Learn How Arizona and New Mexico Law Affects Them.
  • You Have More To Give Than You Realize!
  • Estate planning is too easy!
  • Gifts for Minor Beneficiaries
  • Is Now the Time to Panic?
  • The New Year is a Great Time to Review Your Estate Plan
  • The Impact of Dying Without an Estate Plan
  • Would You Use a Dentist for Orthopedic Advice?
  • Special Planning for Special Needs Children
  • Protect Your Assets from Bank Failures by Creating a Living Trust
  • Volatile Economy Creates Great Opportunities for Estate Planning
  • This Week: Four Steps to Protecting Your Estate
  • Bankruptcy and Inheritance
  • Arizona Trust Code Law Change
  • The Money Talk
  • Why You Need an Estate Plan
  • MH 2011 Photography Competition!
• Category: Estate Planning
  • Problems with Joint Tenancy
  • It’s Better to Give, Especially This Year
  • What is a Power of Attorney?
  • Updating Your Plan: Powers of Attorney
  • Tax Planning for 2021
  • Updating Your Plan: Your Trust or Will
  • The Difference Between Guardianship and Conservatorship
  • Can I Modify a Living Trust?
  • Shrunken Asset Values Open Estate Planning Opportunities
• Category: Estate taxes
  • Phoenix Estate Planning Attorneys Explain the Lifetime Exemption
  • Happy 100th Birthday to the Federal Estate Tax
  • Community Property. Is Arizona a Good State To Die In?
  • Optional Tax Planning Still Available for the Beginning of the New Year
• Category: Financial Planning
  • Could You Become Too Affluent for Social Security?
  • Man Arrested for Stealing $2 Million from Clients
  • 2013 Taxes – Planning for a Year of Uncertainty
• Category: Guardianship
  • NM Guardianship Cases – Plan Ahead with a Trust
• Category: Healthcare documents
  • Traveling – Plan for Your Destination!
  • The Little-Known Details of a Power of Attorney
  • Having a Plan in Place Before You Need One
  • Are You Prepared?
  • The Importance of Reviewing Your Healthcare Documents
  • Terri Schiavo and the Need for a Living Will
  • The Documents You Need in Case of Incapacity or Illness
  • The Importance of Creating a Health Care Power of Attorney for Same-Sex Couples
  • What is HIPAA? Do I Really Need It?
  • Terri Schiavo and the Need for a Living Will
  • Get Your HIPAA Form in Order!
  • Take Control of Your Health Care Decisions
  • Probate During Life? You Better Believe It! – Tucson Attorney Tells All About It
  • HIPAA- Why Everyone Should have an Authorization to Release Information Form
  • Importance of Having Your Health Care Documents Up to Date and Working Properly
  • Traumatic Brain Injury and It's Effects
  • Choosing Health Care Agents to Act On Your Behalf When Needed
  • Medicaid/ALTCS in Arizona – What Is It?
  • Parkinsons Disease – Symptoms, Treatments and the Legal Needs
  • Dementia – What It Is and What To Do About It
  • Essential Documents for Mental Disability Planning – Arizona and New Mexico
  • Plan for the Unexpected Today, For Tomorrow May Be Too Late
  • What is a Power of Attorney and Why Do You Need One?
  • Terri Schiavo and the Need for a Living Will
  • This Week's Project: Get Your HIPAA Form in Order
• Category: Historical Events
  • Independence Day – We are Free
  • Veterans Day November 2014
  • Happy Martin Luther King, Jr. Day!
  • 100 Years Later – The Centennial Anniversary of the Sinking of the Titanic
  • The Final Days of World War II
• Category: Holidays
  • Thanksgiving
  • Wishing You and Yours the Best of Holidays
  • With Your Loved Ones This Season
  • Happy Halloween
  • Happy 4th of July from MH!
  • Happy Memorial Day!
  • Cinco de Mayo!
  • Why Do We Decorate Eggs for Easter?
  • Happy New Year!
  • Be A Scrooge
  • Merry Christmas to One and All!
  • Be Thankful For the Ones You Love
  • Remembering on November 11th
  • Happy Labor Day!
  • The Glory of Independence: God Bless America!
  • Honoring Our Mothers for Their Service, Selflessness and Love
  • Grow Something Green in Honor of Earth Day!
  • Why Do We Decorate Eggs for Easter?
  • Happy Presidents Day!
  • It’s About Love – The Origins of St. Valentine’s Day
  • Happy Martin Luther King, Jr. Day!
  • Five Tips to Achieving Your New Year's Resolutions
  • We Have Much To Be Thankful For!
  • Don't Forget to Cast Your Vote!
  • Wishing You a Safe and Happy Halloween!
  • Happy Columbus Day!
  • Happy Labor Day!
  • A Patriotic Thought For Flag Day – From Our Senior Partner
  • Honoring Our Mothers for Their Service, Selflessness and, Above All, Their Love
  • Cinco de Mayo: The Roots and the Celebrations
  • Why Do We Decorate Eggs for Easter?
  • What Do Shamrocks and the Color Green Have to do With St. Patrick's Day?
  • Happy Presidents Day!
  • "All You Need Is Love" – The Origins of St. Valentine's Day
  • Keeping Safe During the Holiday Season
• Category: Insurance
• Category: Legal Education
• Category: LGBTQ
• Category: Life Care Consultants
  • Getting Assistance With Financial Affairs – Scottsdale Attorney Gives Guidance
  • Trust – The key to Picking your Agents
  • Alzheimer's Disease – What It Is and What Can Be Done About It
• Category: Life Care Planning
  • We're Living Longer! That's a Good Thing…Isn't It??
  • Assisted Living and Long-Term Care Insurance
  • Long Term Care Insurance and Why We All May Need It
• Category: Living Probate
• Category: Living Will
• Category: MH Cares
  • Go Red for Women
• Category: Other
  • Protecting Your Assets with a Medicaid Trust
  • Estate Planning Tune-Up Time
  • MH New Carefree Office!
  • MH Volunteers at St Marys Food Bank!
  • Congratulations to the Practitioners with Heart!
  • Handing Over the Keys – How To Know When Stop Driving
  • Tragedy at the Boston Marathon
  • Debt Collector Harassment After Death?
• Category: Pet Trusts
  • Making Arrangements for a Deceased Pet
  • Providing for Your Pets…Just in Case!
  • Protecting Your Pet’s Future With a Pet Trust
  • Woman Cleared of Benefit Fraud by Using Inheritance on her Cats
  • Making Arrangements for a Deceased Pet
  • Including Fluffy or Fido in the Will: The Benefits of Pet Trusts
  • This Week's Project: Protecting Your Pet's Future With a Pet Trust
• Category: Planning Ahead: One Week at a Time
  • Disappearing Miles and Points. Can you transfer to your heirs?
  • Organize your tax records
  • Arizona and New Mexico Pet Trust – Estate Planning for the Entire Family
  • Be Thankful For the Ones You Love
  • This Week's Project: Light in Times of Darkness
  • Time for a Household Maintenance Walk-Through
  • This Week: Get Your Winter Garden Going!
  • This Week's Project: Spend Some Time Outdoors
  • This Week's Project: Trim Your Monthly Expenses
  • This Week's Project: A Fresh Start
  • This Week's Project: Meal Planning!
  • Summertime Car Maintenance
  • 10 ways to decrease your energy costs immediately
  • Don't Let Your Kids Leave Home Without These Documents
• Category: Pour Over Will
• Category: Power of Attorney
  • Power of Attorney: What You Need to Know
• Category: Preparedness
  • How Important is Life Insurance for Young Families?
  • Organize Your Tax Records
  • Grow Something Green – Starting Today, the First Day of Spring!
• Category: Press Releases
• Category: Probate
  • Can a Trust Help Keep My Gifts Private?
  • Do Phoenix Probate Lawyers Help Executors?
  • Can Probate Lawyers Help My Estate Avoid Probate?
  • What You Need to Know about the Arizona Probate Process
  • Isn’t my Financial Power of Attorney Good Enough While I’m Alive?
  • Get a Plan in Place TODAY – Not Tomorrow, Not Next Week…
  • What Everyone Should Know About Probate – Old Study Brings Valuable Information
• Category: Qualified Trust
• Category: Retirement Planning
  • How Does Arizona Stack Up as a Retirement Destination?
  • Have You Faced the Retirement Planning Woes?
• Category: Reverse Mortgage
• Category: Scam Alert
  • Couple Arrested in Scam Against the Elderly
• Category: Seminar announcement
  • MH Estate Planning Seminars in Albuquerque, New Mexico February 26th and 27th
  • MH Estate Planning Seminars in Tucson, Arizona February 12th and 13th
• Category: Special Events
  • MH's 1st Annual Charity Golf Tournament
• Category: Special Needs
  • Do I Need to Incorporate Phoenix Special Needs Planning into My Estate Plan?
• Category: Taxes
• Category: Trust Administration
  • Trust Administration Mistakes to Avoid
  • The Role of a Trustee
  • Living Trust Attorneys Answer Beneficiary Questions
  • Trust Administration Tips
  • Pitfalls to Avoid during Trust Administration
  • Trust Attorneys Explain Top Uses for a Trust
  • The Importance of Selecting the Right Trustee
  • Living Trust Attorneys Explain Trust Basics
  • Choosing the Right Successor Trustee
  • Valuing Real Estate in an Estate Administration
  • Steps in Trust Administration
  • The Basics of Basis – and How it Minimizes Capital Gains Tax
  • What Happens To Your Trust When You Die?
  • Hoarding is More Than Good Television – It's a Trustee's Nightmare
• Category: Trustees
  • Why Your Choice of Trustee Matters
  • Why Would I Want My Trust to Be a Secret?
  • Can You Appoint Yourself as the Trustee of a Trust?
  • Phoenix Trust Administration Attorney Urges the Use of Care When Appointing a Trustee
• Category: Uncategorized
  • Morris Hall June Webinar Series
  • William “Bill” Morgan Joins Morris Hall
  • Will You Need Medicaid as a Senior?
  • What We Learned From Hurricanes, Earthquakes, Wildfires, Floods and Tornadoes – BE PREPARED!
  • Do I Need an Incapacity Plan?
• Category: Veterans
  • Benefits When a Veteran Passes Away
  • If You Are a Wartime Veteran in Arizona or New Mexico, There May Be Special Benefits for You
  • Available Benefits in Arizona and New Mexico After a Veteran Passes Away
  • Benefits for Veterans and Widows of Veterans in Arizona and New Mexico
  • Are You a Veteran That May Be Entitled To Pension Benefits?
  • Aid & Attendance: Special Care Pension for Wartime Veterans – Part 2
  • Aid & Attendance: Special Care Pension for Wartime Veterans – Part 1
  • Memories of Baghdad
  • Captain Dan R. Morris: The Glory Days of MH's Fearless Leader
• Category: Will
  • Will the Details of My Will Be Kept Private?
  • Do I Still Need a Will If I’m Using a Trust to Distribute My Estate?
  • Albuquerque Estate Planning Attorney Urges You to Choose the Right Executor
  • Do I Need an Estate Planning Lawyer for a Simple Will?
  • Albuquerque Estate Planning Lawyer Explains Why the DIY Route is Dangerous
  • Phoenix Estate Planning Lawyer Explains What an Executor Does

Seminars

• In-Person Seminar - How Will the Potential Tax Changes Effect My Estate & Financial Plan?
• (September 23rd) How Will the current $3.5 Trillion Budget Bill and Potential Tax Changes Effect My Estate & Financial Plan?
• (October 27th) Pet Trusts - Protecting Your Furry Friends
• (October 12th) Estate Planning 101 - Will vs Trust
• (September 9th) IRA/401k – The Debt Your Kids Will Inherit
• (August 25th) Pet Trusts - Protecting Your Furry Friends
• (August 18th) Social Security & Medicare: Your Questions Answered
• (August 12th) Is the Estate Tax Sky Falling?
• (July 22nd) CANCELLED
• (July 27th) What to Do When a Loved One Passes
• (July 13th) Gift Strategies That Can Help to Minimize Your Estate Tax Exposure
• (June 7th) What You Can Do Today to Help Your Tax Situation Tomorrow
• (June 10th) RMDs and ROTH Conversion Strategies, How They Integrate with Your Overall Investment Strategy
• (July 17th) Basics of Estate Planning & Differences Between State Laws - California, Arizona & New Mexico
• (June 10th) Creating an Estate Plan for Dad
• (June 22nd) 8 Deadly Mistakes in Estate Planning
• (June 15th) Married? Ensure Your Partner is Prepared
• (May 20th) A First Look at the Pending Storm of President Biden’s Tax Proposals
• (June 10th) Special Needs Trusts & Financial Planning
• (May 21st) What Happens When You Die? (Prescott, AZ)
• (May 22nd) Not Sure if a Reverse Mortgage is Right for You? (Peoria, AZ)
• (June 25th) - 8 Most Costly Mistakes in Estate Planning (Carefree, AZ)
• (Jan 8th) Have you had the Conversation? - Estate Planning Q&A with Guest Speaker (Albuquerque, NM) (Copy)
• (Jan 15th) - Property Management & VRBO Ownership. Ask the Pros! (Carefree, AZ)
• (Feb 5th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (north Scottsdale, AZ)
• (Feb 5th) CANCELLED -- Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (south Scottsdale, AZ)
• (Feb 6th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Glendale, AZ)
• (Feb 6th) Questions about the New Tax Law? (Sedona, AZ)
• (Feb 6th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Phoenix, AZ)
• (Feb 7th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Mesa, AZ)
• (Feb 7th) Financial Health & Wellness Event. 3 Parts of Financial Well-Being. (Sun Lakes, AZ)
• (Feb 12th) Open House to Welcome Newest Attorney, Lisa Wynn (Albuquerque, NM)
• (Feb 26th) Brunch and Learn - The Senior Market. A New Perspective on Retirement. (Camp Verde, AZ)
• (Feb 26th) Preparing Your Estate Plan. (Sedona, AZ)
• (Feb 27th) Questions About Real Estate Law or Your HOA? (Tucson, AZ)
• (Feb 27th) 2019 Tax Law Changes. Q&A with Dave & Guest Speaker (Peoria, AZ)
• (March 5th) Do you have questions about Tax-Free Investing? Estate Planning Q&A (Albuquerque, NM)
• (March 6th) Understanding Assisted Living Options. (Oro Valley, AZ)
• (March 12th) - Is Your IRA Protected? (Mesa, AZ)
• (March 20th) Legislative Changes Affecting Medicare in 2019 (Prescott, AZ)
• (March 21st) Special Alzheimer's Presentation with Dr. Anna Burke and Tim Hall (Sun Lakes/Mesa, AZ)
• (March 27th) Do you know the 10 Signs of Alzheimer’s? Early Detection Matters. (Tucson, AZ)
• (March 27th) What Happens When You Die? Q&A with Dave (Peoria, AZ)
• (April 9th) Simplify Your Life. Estate Planning Q&A with Guest Speaker. (Albuquerque, NM)
• (April 16th) - How does my estate avoid unnecessary taxation? (Mesa, AZ)
• (April 17th) Legislative Changes Affecting Medicare in 2019. (Sedona, AZ)
• (April 24th) Ask the Attorney Your Estate Planning Questions (Peoria, AZ)
• (May 14th) Do you have a plan for your pets when you pass? (Albuquerque, NM)
• (May 25th) Why Estate Planning is a Women’s Issue with Lisa Y.W. Cosper
• (May 18th) Charitable Giving Through Estate Planning with Jon Linford
• (May 11th) A/B Trusts - How Can They Provide Asset Protection?
• (May 4th) Creating a Plan for Mom with Tim Hall
• (May 18th) Financial Planning for Women and Widows with Mike Halliday
• (April 22nd) Planned Giving Charity Round Table with West Hunsaker
• (April 21st) Free Pet Trust Seminar with Mike Halliday
• (April 20th) How Can Planned Gifts Reduce Your Taxes with Jim Plitz
• (April 13th) How to Include Charities in your Estate Plan with Lisa Y.W. Cosper
• (April 6th) Charitable Trusts with Jim Plitz
• (March 23rd) The Skinny on Medicare in 2021 – Are you Ready?
• CANCELLED (March 16th) Has COVID-19 Affected Your Estate? – Limiting Future Financial Damage With Proper Planning with Tim Hall
• (March 11th) Covid: How the Pandemic Has and Will Affect Your Financial Plan
• (March 9th) Why it is Important to Have Updated Health Care Documents with William Morgan
• (March 2nd) Choosing a Health Care Agent with Lisa Wynn
• (March 25th) Q&A Webinar - Koelsch Senior Communities
• (Feb 25th) Understanding Dementia: Advancements and Strategies - Q&A
• (Feb 11th) How Has the Election Impacted Your Financial Planning? - With Guest Speaker, Tim Kerrigan of Clark Street Financial
• (Feb 11th) Expert Panel on Resources & Planning before or after Early-stage Dementia/Alzheimer's Diagnosis
• (Feb 18th) Free Pet Trust Seminar - Presented by Mike Halliday and AAWL
• (Feb 23rd) Why Everyone Over the Age of 18 Needs a Basic Plan - Presented by Michael Halliday
• (Feb 16th) Letting the State Decide – What Happens When You Don’t Plan? - Presented by Jon Linford
• (Feb 2nd) Election Results – How Will it Affect Your Estate Plan - Presented by West Hunsaker
• (Feb 9th) Co-Trustees vs. Joint Tenancy - Helping Parents with Their Plan - Presented by Lisa Wynn
• (Jan 28th) Q&A Webinar - 3 Simple Secrets for Productive Paper Piles - Presented by James Plitz
• (Jan 5th) What Law Changes Affect Your Estate Plan?
• (Jan 26th) Medicare, Health Care and Your Retirement
• (Jan 12th) Estate Planning 101 - Will vs. Trust with Michael Halliday
• (Jan 19th) Alternatives to Guardianship – Understanding Powers of Attorney
• (Dec 3rd) Election Results: How Will it Affect Your FINANCIAL Plan?
• (Nov 12th) Election Results: How Will it Affect Your FINANCIAL Plan?
• (Dec 8th) Election Results: How Will it Affect Your ESTATE Plan?
• (Nov 11th) Election Results: How Will it Affect Your ESTATE Plan?
• (Nov 18th) Free Pet Trust Seminar (Presented by Mike Halliday)
• (10/13) How the Election May Impact Your Finances and Estate Plan with Jon and guest Matthew Fitzgerald with Edward Jones
• (9/16) Understanding Your Social Security Benefits and the Effects on Your Retirement Assets and Estate Plan
• (9/29) Estate Planning During COVID: How has your current plan been affected? w/ Jon Linford
• (11/10 at 6PM) The Skinny on Medicare in 2021 – Are you Ready? w/ Ryan Steinert
• (10/28 afternoon) The Skinny on Medicare in 2021 – Are you Ready? w/ Ryan Steinert
• (9/22) Living Trusts and Wills Webinar: Protecting Your Family and Leaving a Legacy with Tim Hall
• (9/9) Taxing Thoughts When Someone Passes Away
• (9/3) The SECURE Act: What You Should Know - w/ Jon and Guest: Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA®
• (10/21 morning) The Skinny on Medicare in 2021 – Are you Ready? w/ Ryan Steinert
• (8/20) Trustee School, Part 3 of 3 - Failing to Plan = Probate
• (8/13) Trustee School, Part 2 of 3 - Trust Administration: The Ins and Outs
• (7/15) PET TRUST WEBINAR with Jon Linford
• (8/12) Taxing Thoughts When Someone Passes Away (Presented by William Morgan)
• (8/26) What Happens When You Die? Failing to Plan (Presented by Jim Plitz)
• (8/6) Trustee School, Part 1 of 3 - Estate Planning 101
• (7/29) Making Sure Your Healthcare Documents are up-to-date w/ Guest Speaker (Hosted by Lisa Wynn)
• (7/28) Do you to know about the current real estate market? - Guest Speakers with RE/MAX
• (7/21) Strengthen Your Money Relationship - Jon Linford with Guest Speakers Lois Carrier and David Maurice with WorthWhile Wealth Council
• (7/9) SECURE Act on Individuals and Families Going Forward - with Jon Linford and Micah Crabdree
• (6/23) Preparing for the Unexpected - with West Hunsaker
• (7/30) How to Protect Your Legacy - with West Hunsaker
• (6/24) Conversations Most of us Avoid - Health Care Decisions - with Wendy Harn
• (6/18) What You Need to Know About the CARES and SECURE Act - with William Morgan
• (6/17) What Happens When You Die? (and you didn’t create a plan) - with Lisa Wynn
• (6/16) How Does COVID-19 Affect Your Estate Plan?
• (6/11) Taxing Thoughts When Someone Passes Away - with William Morgan
• (6/2) Conversations Most of us Avoid - Health Care Decisions - with Mike Halliday
• (6/24) The Problem with Joint Tenancy w/ Jim and Lisa
• (6/9) How to Choose the Best Mortgage to Save You Money and Protect You from Lending Risks - with Guest Jeremy Baca
• (5/27) Conversations Most of us Avoid - Health Care Decisions - with Dave Eastman
• (5/26) Conversations Most of us Avoid - Health Care Decisions - with West Hunsaker
• (5/21) Everything You Want to Know about Reverse Mortgages - with Guest John Ruybalid
• (May 12, 10am-MDT) Webinar - How to Choose the Right Life Insurance Products with James Plitz and Lisa Wynn
• (May 14, 2pm-PDT) Webinar - The 8 Most Common Estate Planning Mistakes with SECURE Act with David Eastman and Tim Kerrigan
• (May 13, 2pm-PDT) Webinar - The 8 Most Common Estate Planning Mistakes with SECURE Act with West Hunsaker
• (May 13, 10am-MDT) Webinar - The 8 Most Common Estate Planning Mistakes with SECURE Act with James Plitz and Lisa Wynn
• (May 12, 3pm-PDT) Webinar - The 8 Most Common Estate Planning Mistakes with SECURE Act with David Eastman, William Morgan and Tim Kerrigan
• (May 12,10am-PDT) Webinar - The CARES Act - The New IRA Rules! w/ Jon Linford and Bruce Hosler, EA, CFP®, AIF®
• (May 12, 10am-PDT) Webinar - The 8 Most Common Estate Planning Mistakes with SECURE Act w/ Tim Hall & Michael Halliday
• (May 5) WEBINAR - What Happens When you Die? - Q&A with Jim and Lisa
• (April 29) WEBINAR - What is an A/B Trust and How Can it Provide Asset Protection? - Q&A with Jim and Lisa (Webinar in NM)
• (April 14th) WEBINAR - SECURE Act and Roth Conversions with Guest Speakers from Batie and Company Capital Management (Webinar in NM)
• (March 12th) How to Write a Personalized Memorable Obituary with Guest Speaker: Petra Lina Orloff (Santa Fe, NM)
• (March 5th) What Happens When I Die? (PART 2 of 3) with West Hunsaker (Carefree, AZ)
• (March 25th) WEBINAR - What to Do with Your Personal Property - Q&A with Jim and Lisa (Webinar in NM)
• (Feb 19th- 10 AM) **FULL** What Happens When You Die? (Albuquerque, NM) **CLOSED**
• (Feb 19th- 6 PM) What Happens When You Die? (Albuquerque, NM)
• (Feb 18th- 6 PM) What Happens When You Die? (Albuquerque, NM)
• (March 10th) How to Write a Personalized Memorable Obituary with Guest Speaker: Petra Lina Orloff (Albuquerque, NM)
• (Feb 18th- 10 AM) **FULL** What Happens When You Die? (Albuquerque, NM) **CLOSED**
• (Feb 26th) Who Should I List as Trustee of My Trust- Q&A with Jim and Lisa (Albuquerque, NM)
• (Feb 11th) What Happens When I Die? with West Hunsaker (Carefree, AZ)
• (Feb 25th) A Future Home for a Future You. Guest speaker from Su Casa Services (Carefree, AZ)
• (Feb 24th) Biggest Impacts of the SECURE Act, Discussion with Dave Eastman (Phoenix, AZ)
• (Feb 27th) Biggest Impacts of the SECURE Act, Discussion with Dave Eastman (Surprise, AZ)
• (Feb 26th) What Happens If/When I Become Incapacitated, Q&A with Dave Eastman (Surprise, AZ)
• (Feb 11th) Q&A with Jim and Lisa with Guest Speaker, Lane McIntyre to Discuss Prepaid Funeral Arrangements (Albuquerque, NM)
• *FULL* (Jan 28th) Ask the Attorney, Q&A with West Hunsaker (Carefree, AZ)
• (Jan 29th) Q&A with Jim and Lisa - What Happens When a Loved One Passes (Albuquerque, NM)
• (Jan 14th) Benefits of Hospice - Guest Speaker: Sam Chavez (Albuquerque, NM)
• (Jan 22nd) What Happens When You Die? with Dave Eastman (Surprise, AZ)
• (Jan 16th) Q&A with Jim and Guest Speaker, Denys Cope (Santa Fe, NM)
• (Jan 8th) New Year, Less Stuff - Guest Speaker: Mariam Ortiz y Pino (Albuquerque, NM)
• (Dec 9th) Ask Your Estate Planning Questions (Phoenix, AZ)
• (Dec 11th) Planning For Your Pets (Albuquerque, NM)
• [Nov 12] Life Planning: As You Age (Albuquerque, NM)
• [Nov 7 - Afternoon] Medicare in 2020 - Are You Ready? (Oro Valley, AZ)
• (Oct 15th) My Legacy (Mesa, AZ)
• (Oct 16th) How to Preserve Your Legacy (Freedom Plaza - Peoria, AZ)
• (Sept 24th) What Happens When I Die? (Scottsdale, AZ) Lunch and Learn
• (Oct 30th) Protecting Your Family and Leaving a Legacy (Phoenix, AZ)
• (Oct 30th) Protecting Your Family and Leaving a Legacy (Surprise, AZ)
• (Oct 29th) Protecting Your Family and Leaving a Legacy (Phoenix, AZ)
• (Sept 25th) Tax Planning for the End of the Year (Peoria, AZ)
• (Oct 29th) Protecting Your Family and Leaving a Legacy (Mesa, AZ)
• (Sept 24th) "The Perfect Time." Senior Living Answers from 4 Professionals! (Oro Valley, AZ)
• (Sept 5th) "The Perfect Time." Senior Living Answers from 4 Professionals! (Oro Valley, AZ)
• (CANCELLED) (Sept 19th) 8 Most Costly Mistakes in Estate Planning (Surprise, AZ)
• (Sept 10th) Death Cafe - Starting the Conversation with Guest Speaker, Gail Rubin (Albuquerque, NM)
• (Aug 27th) Medicare in 2020 - Are you ready? (Carefree, AZ)
• (Aug 28th) - Ask Your Estate Planning Questions (Sedona, AZ)
• (Aug 28th) Medicare in 2020 - Are you ready? (Peoria, AZ)
• (Sept 17th) - 8 Most Costly Mistakes in Estate Planning (Surprise, AZ)
• (Aug 12th) - 8 Most Costly Mistakes in Estate Planning (Phoenix, AZ)
• CANCELLED - (Aug 15th at 1PM) Medicare in 2020 - Are you ready? (Las Cruces, NM)
• CANCELLED (Aug 15th at 10AM) Medicare in 2020 - Are you ready? (Las Cruces, NM)
• (Aug 7th) - Getting the Most Out of Life Insurance and Your Estate Plan (Carefree, AZ)
• (Aug 14th at 1PM) Medicare in 2020 - Are you ready? (Santa Fe, NM)
• (Aug 14th at 10AM) Medicare in 2020 - Are you ready? (Santa Fe, NM)
• (Aug 13th) Medicare in 2020 - Are you ready? (Albuquerque, NM)
• (Aug 20th) - Ask Your Estate Planning Questions (Mesa, AZ)
• (July 30th) - 8 Most Costly Mistakes in Estate Planning (Prescott, AZ)
• (July 16th) - 8 Most Costly Mistakes in Estate Planning (Mesa, AZ)
• (July 9th) Understanding Dementia: Advancements and Strategies with Kim O'Roark (Albuquerque, NM)
• (July 24th) - 8 Most Costly Mistakes in Estate Planning (Peoria, AZ)
• (June 19th) - Understanding the Role of a Fiduciary with Ron Goldman. (Sedona, AZ)
• (June 11th) Real Estate Investing for Lifetime Cash Flow with Guest Speaker (Albuquerque, NM)
• (June 26th) What are the estate planning documents I need and how often should they be updated? (Peoria, AZ)
• (June 18th) - The Difference Between Wills and Trusts. (Mesa, AZ)
• (May 23rd) Not Sure if a Reverse Mortgage is Right for You? (Phoenix, AZ)
• (May 21st) - How do law changes affect my estate plan? (Mesa, AZ)
• (Jan 31st) Lunch and Learn - Recent Tax Law Changes – Things to Know (Phoenix, AZ)
• (Jan 30th) Launching the New College of Veterinary Medicine. (Tucson, AZ)
• (Jan 23rd) Are Your Assets Protected for Those You Love? Q&A with Dave & Guest Speaker (Peoria, AZ)
• (Jan 8th) Have you had the Conversation? - Estate Planning Q&A with Guest Speaker (Albuquerque, NM)
• (Jan 9th) Shop Before You Drop - Estate Planning Q&A (Oro Valley, AZ)
• (Dec 11th) Lunch at Jerona Cafe - The Senior Market. A New Perspective on Retirement. (Cottonwood, AZ)
• (Jan 28th) - The Art of Managing Life-Changing Events: How to Protect Your Family (Scottsdale, AZ)
• (Nov 27th) - Reverse Mortgage and How They Work (Carefree, AZ)
• (FULL) - What Happens When You Die? (CLOSED)
• (Oct 31st) The Senior Market. A New Perspective on Retirement. (Cottonwood, AZ)
• (Nov 28th) Is Your IRA Protected? Q&A with Dave (Peoria, AZ)
• (Oct 9th) Learn More About Your Retirement Assets. Minimize Income Taxes for Your Beneficiaries (Phoenix, AZ)
• (Nov 28th) How do I Choose a Trustee to Manage my Estate? (Tucson, AZ)
• (Nov 7th) Different Financial Options for Seniors (Sedona, AZ)
• (FULL) Learn More About Your Retirement Assets. Minimize Income Taxes for Your Beneficiaries (CLOSED)
• (Nov 7th) The Hermitage - So Much More Than a Cat Shelter (Oro Valley, AZ)
• (Cancelled) Investments for Wealth Accumulation with Guest Speaker (Peoria, AZ)
• (Oct 3rd) 8 Costly Mistakes that Families Make in Their Estate Planning (Albuquerque, NM)
• (Oct 24th) Do You Understand Your Financial Plan? - Guest speaker from Edward Jones (Tucson, AZ)
• (Oct 30th) Preparing Your Estate Plan. (Sedona, AZ)
• (Oct 9th) Book Signing Event with James P. Plitz (Albuquerque, NM)
• (Oct 4th) IRA Q&A with Jon. Laws Regarding Retirement Assets (Sedona, AZ)
• (Sept 22nd) The Art of Managing Life-Changing Events. Creating a Family Road Map. (Scottsdale, AZ)
• (Oct 3rd) Is a Reverse Mortgage Right for You? - Monthly Q&A and Guest Speaker (Oro Valley, AZ)
• (FULL) 8 Costly Mistakes that Families Make in Their Estate Planning (CLOSED)
• (Oct 3rd) 8 Costly Mistakes that Families Make in Their Estate Planning (Albuquerque, NM)
• (FULL) 8 Costly Mistakes that Families Make in Their Estate Planning (CLOSED)
• (Sept 26th) What To Do In Crisis Situations w/ Guest Speaker from Zimmerman Personal Agents (Tucson, AZ)
• (Sept 18th) The Senior Market w/ Jim Hostler, a Reverse Mortgage Specialist (Prescott, AZ)
• (Oct 25th) What Happens When You Die? (NE Scottsdale, AZ)
• (Oct 25th) What Happens When You Die? (Surprise, AZ)
• (Oct 24th) What Happens When You Die? (Anthem, AZ)
• (Oct 24th) What Happens When You Die? (Chandler, AZ)
• (Oct 23rd) What Happens When You Die? (Phoenix, AZ)
• (Oct 23rd) What Happens When You Die? (Scottsdale, AZ)
• (Oct 23rd) What Happens When You Die? (Mesa, AZ)
• (Sept 11th) Q&A w/ Jim and Guest Speaker on Understanding Your Medicare Options (Albuquerque, NM)
• (Sept 26th) The Future of Medicare: Important Changes You Need To Know (Peoria, AZ)
• (CLOSED) The Future of Medicare: Important Changes You Need To Know (Carefree, AZ) (FULL)
• (Sept 19th) The Future of Medicare: Important Changes You Need To Know (Phoenix, AZ)
• (Sept 12th) The Future of Medicare: Important Changes You Need To Know (Oro Valley, AZ)
• (Sept 11th) CLOSED - The Future of Medicare: Important Changes You Need To Know (Mesa, AZ)
• (August 14th) Q&A w/ Jim and Guest Speaker on Financial Security (Albuquerque, NM)
• (August 29th) The Future of Medicare: Important Changes You Need To Know (Tucson, AZ)
• (August 28th) - What Happens When You Die? - Q&A with West (Carefree, AZ)
• (August 22nd) Have You Recently Moved to AZ From Another State? - Join Dave's Q&A (Peoria, AZ)
• (August 9th) Maximizing Your Social Security Retirement Benefits w/ Guest Speaker Matt McMahon, CFP (Sedona, AZ)
• (Aug 14th) Is a Reverse Mortgage Right for You? - Monthly Q&A w/ Tim and Guest Speaker (Mesa/Gilbert, AZ)
• (Oct 30th) - College Funding for College Student - Opportunities to Save and Plan (Carefree, AZ)
• (July 17th) What Happens When You Die? - Estate Planning Q&A with Tim (Mesa/Gilbert, AZ)
• (July 17th) The Future of Medicare: Important Changes You Need To Know (Phoenix, AZ)
• (July 18th) Learn How to Invest Your Accounts Differently - Join Dave and Guest Speaker from Clark Street Financial (Peoria, AZ)
• (July 24th) Q&A w/ Jim and Guest Speaker on, "Who Guards the Guardians" (Albuquerque, NM)
• (June 28th) Meet the CEO and President of Make-A-Wish (Phoenix, AZ)
• (June 12th) 8 Mistakes in Estate Planning with Jon Linford (Prescott, AZ)
• (June 14th) 8 Costly Mistakes that Families Make in Their Estate Planning (Flagstaff, AZ)
• (June 27th) Reverse Mortgages - Q&A with Dave and Guest Speaker from Fairway Independent Mortgage (Peoria, AZ)
• (June 26th) - Q&A with West and Guest Speaker from Realty One Group on the Housing Market (Carefree, AZ)
• Postponed - Q&A with Tim with Make-A-Wish® President and CEO David Williams (Mesa, AZ)
• (June 13th) 8 Costly Mistakes that Families Make in Their Estate Planning (Sedona, AZ)
• (June 14th) 1 out of 5 Patients with Parkinson’s are Diagnosed Incorrectly (Phoenix, AZ)
• (May 22nd) Meet one of the Original Founders of Make-A-Wish (Carefree, AZ)
• (May 22nd) The Greatest Financial Threat to Your Retirement Is... LTC Expenses (Sun Lakes / Mesa Area)
• (May 15th) Financial & Legal Impact of Tax Cuts and Jobs Act (Scottsdale, AZ)
• (May 15th) Fraud Prevention with Guest Speaker Rick Radinsky, Financial Crimes Unit, Police Dept (Tucson, AZ)
• (May 2nd) Understanding the New Tax Law - Q&A with Guest Speaker (Sedona, AZ)
• (May 2nd) Tax Reform, under the Tax Cuts and Jobs Act at Wendy's Q&A (Oro Valley, AZ)
• (May 8th) Different Techniques on Charitable Giving Through a Planned Gift - Q&A w/ Jim (Albuquerque, NM)
• (May 23rd) What Happens When You Die? - Estate Planning Q&A with Dave (Peoria, AZ)
• (May 3rd) Alzheimer's & Dementia Presentation with Dr. Anna Burke and Estate Planning Attorney, Dave Eastman (Glendale, AZ)
• (May 10th) What are the 8 Costly Mistakes that Families Make in Their Estate Planning? (Surprise, AZ)
• (May 10th) What are the 8 Costly Mistakes that Families Make in Their Estate Planning? (Phoenix, AZ)
• (May 9th) What are the 8 Costly Mistakes that Families Make in Their Estate Planning? (Mesa, AZ)
• (May 9th) What are the 8 Costly Mistakes that Families Make in Their Estate Planning? (north Scottsdale, AZ)
• (May 9th) What are the 8 Costly Mistakes that Families Make in Their Estate Planning? (Glendale, AZ)
• (May 8th) What are the 8 Costly Mistakes that Families Make in Their Estate Planning? (south Scottsdale, AZ)
• (CANCELLED) What are the 8 Costly Mistakes that Families Make in Their Estate Planning? (Sun Lakes) **SEE MESA LOCATION**
• The Greatest Financial Threat to Your Retirement - Sun City/Peoria
• (April 24th) Join Jon for a Q&A Concerning New Tax Laws - Prescott
• (April 24th) Unsure of Estate Planning Options? - Q&A with Dave - Phoenix
• Estate Planning Essentials for Seniors with Jon Linford - Prescott
• Q&A w/ Jim and Guest Speaker from BancWest Investment Services - Albuquerque
• (FULL) The Future of Medicare - Guest Speaker from Your Medicare Helper – Carefree (CLOSED - See other seminars)
• Q&A with Guest Speaker - The Future of Medicare - Peoria
• (FULL) Q&A with Tim - Tax Reform Changes and How They Could Affect You - Mesa (CLOSED - see other seminars in Mesa)
• Lunch & Learn with Smith & Cox with Guest Speaker, Wendy Harn - Oro Valley/Oracle
• Estate Planning for You and Your Pets at Arizona Animal Welfare League - Phoenix
• Q&A with Jon and Guest Speaker with Hosler Wealth Management - Prescott
• Estate Planning Q&A with West and Guest Speaker from Lazzara Law Firm – Carefree
• Planning Ahead for Unexpected Events such as Alzheimer's - Q&A with Dr. Anna Burke and Tim Hall - Mesa
• Q&A with Guest Speaker - Long-Term Care Benefits Planning - Peoria
• Estate Planning Q&A with Wendy and Guest Speaker on The Future of Medicare - Tucson
• Q&A with Jim - Planning with Your Individual Retirement Accounts (IRA) - Albuquerque
• FULL - Estate Planning Q&A with Tim and Guest Speaker on The Future of Medicare - Mesa - CLOSED
• Estate Planning Q&A with Wendy and Guest Speaker on The Future of Medicare - Oro Valley
• Open House to Celebrate our New Phoenix Office
• Q&A with Jon and Guest Speaker - Understanding the Role of a Fiduciary - Prescott
• Tax Reform - A Discussion on Change Dave Eastman and CPA - Glendale
• Q&A with Guest Speaker - Long-Term Benefits, ALTCS and VA Planning - Peoria
• CLOSED! Estate Planning Q&A with West and Guest Speaker from HintonBurdick - Carefree
• Estate Planning Q&A with Wendy and Guest Speakers - Tucson
• Estate Planning Q&A with Wendy and Guest Speaker - Oro Valley
• Estate Planning Q&A with Jim and Guest Speaker - Albuquerque
• The Greatest Financial Threat to Your Retirement - Phoenix
• Estate Planning Q&A with Tim - How Tax Reform Changes Could Affect You - Chandler
• Protecting Yourself Against Long-Term Care Expenses - Tucson
• CXL'D - The Greatest Financial Threat to Your Retirement - Scottsdale
• Estate Planning Q&A with West and Guest Speakers from BMO - Carefree
• Estate Planning Q&A with Wendy and Guest Speaker from Oro Valley Hospital - Tucson
• Estate Planning Q&A with Wendy and Guest Speaker
• Estate Planning Q&A with Jon and Guest Speaker - Sedona
• Estate Planning Q&A with Jon and Guest Speaker - Prescott
• Estate Planning Q&A with Dave and Guest CPA from HintonBurdick PLLC - Peoria
• Jump Start Your Day Q&A w/ Jim - Confused About New Laws?
• FULL - Estate Planning Q&A with Tim - How tax reform changes could affect you - CLOSED
• Special Alzheimer's Presentation by Dr. Sabbagh at West's Q&A
• Estate Planning Q&A with Dave w/ Guest Speaker
• Estate Planning Q&A with Tim Hall with Guest Speaker
• Taxes, Estate and Wealth Strategies: Is your three legged stool stable?
• New Regulations on Medicare Premiums and Recent Rulings on Asset Protection of IRAs
• When You Die: What a Trust Does for You and Those You Love
• (Closed) When You Die: What a Trust Does for You and Those You Love (Full)
• When You Die: What a Trust Does for You and Those You Love
• When You Die: What a Trust Does for You and Those You Love
• When You Die: What a Trust Does for You and Those You Love
• Q&A at future home of Make-a-Wish America
• Estate Planning Q&A with Wendy and Guest Speakers from Heisey CPA
• Estate Planning Q&A with Dave w/ Guest Speaker
• Evening Q&A with Tim at the Mesa Office
• Estate Planning Q&A with Wendy and Guest Speaker from ViP: Reverse Mortgage Myths
• Estate Planning Q&A with Wendy and Guest Speaker
• Estate Planning Q&A with Tim Hall. Guest speaker: Marshall Miller
• Jump Start Your Day Q&A w/ Jim and Guest Speaker Joe Olson from BancWest
• Estate Planning Q&A with Wendy and Guest Speaker from Alzheimer's Association: Knowing the 10 Signs
• The ABC’s of Medicare and Estate Planning with Jon and Ryan
• Estate Planning Q&A with Jon and Guest Speaker
• The ABC’s of Medicare and Estate Planning with Jon and Ryan
• Jump Start Your Day Q&A w/ Jim and Guest Speaker Gail Rubin
• Estate Planning Q&A with Wendy and Guest Speaker
• Estate Planning Q&A with Tim Hall
• Estate Planning Q&A with Dave
• Estate Planning Q&A. An Afternoon with West and Guest Speaker
• Evening Estate Planning Q&A with Tim