Estate planning is hard. Despite death being one of the only certainties in life, we don’t like to plan for it because we don’t like to think about it. In addition to the...
Estate Planning – Overcoming Barriers
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estate planning
Gifting Strategies for Today
Strategies for gifting today There are many options for gifting to loved ones. The goal of a long-term financial plan is to save and invest enough so you can fund their...
Estate Planning: The Ultimate Selfless Act
Estate planning and probate lawyers in Phoenix is likely the most put off component of a comprehensive wealth management strategy. Of course, thinking about one's own demise...
Power of Attorney: Planning for Tomorrow, Today
Power of Attorney Most people are familiar with the power of attorney form because of its place in the common triad of estate documents that also includes a will and health...
White Oaks Wealth Master Planning
Estate Planning For The Rich and Famous When was the last time you looked at your estate plan? Any guilty faces out there? If you are a normal busy person – probably not...
Estate Planning Challenges
Few people would put the topic of Estate Planning high on their list of fun things to do but virtually all would agree that its better to have a plan in place than not. Yet,...
Developing a Contemporary Financial Strategy
When I started my career almost 40 years ago the term financial planning was not a common term in the public domain. It was often used to "dress up" the sale of financial...
Trusts: Why?
Thinking about trusts is not the favorite for most people. It stirs up a whole cornucopia of thoughts of death, loss and responsibility that are way less fun to think about...
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