Tag archive: attorney

Estate Planning for the Brady Bunch

As if estate planning didn’t already seem complicated enough, blended families now make up a growing portion of our demographic and pose many additional considerations when trying to plan for the transition of their estate. When I started my practice as a wealth planning attorney, I would say about two out of ten families that…

Caretakers and Decision Makers: Planning for your Children

Children bring a lot of joy to a parent’s life, but also come with a great amount of responsibility and stress. Prior to children, my hardest decision was whether or not to cook dinner or eat out with friends. That decision is a cake walk compared to the decisions I now make as a parent:…

Planning Prevents Burdening

Hello and welcome back to the Sandberg Phoenix Wealth Planning Blog. March is here, and even with Winter Storm Titan presently passing overhead, March still makes me think of spring and gets me in the mood for spring cleaning. As I was packing up clothes our little one has grown out of and separating stuff…

What will happen to your castle? Keeping it real and keeping your real estate out of probate – Part 2

Hello, and welcome back to Part 2 of our “keeping real estate out of probate” series.  Did everyone have a nice Valentine’s Day?  We actually celebrated this Valentine’s Day as a big group with family, and I was utterly amazed at how excited the kids were about Valentine’s Day.  I swear my niece and nephew…

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