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Losing a Loved One is Hard

Posted by Traci M. Smith | May 05, 2023 | 0 Comments

Losing a loved one is hard. Sadly, those left behind often find themselves faced with decisions to make immediately following death that present additional challenges. The pain and grief that accompany death are normal.  Bewilderment and disorientation are also normal. So, the need for making fun...

Checklist for the Sandwich Generation

Posted by Traci M. Smith | Apr 28, 2023 | 0 Comments

Posted by: Lynne Davies I am a member of the “sandwich generation.” I, like many of you, have taken care of an ill or aging parent while trying to raise children and keep life on an even keel. It isn't always easy witnessing changes in age, lifestyle and health. We guide our children to adultho...

Wills and Payable on Death Designations

Posted by Traci M. Smith | Apr 21, 2023 | 0 Comments

Posted by: Andrew Heideman This article will appear monthly in this newspaper as a public service. It is not intended as legal advice, and will address only general propositions. If you have a question about a matter which affects you, you should contact an attorney. Q: My father recently passe...

Social Security Benefit Options

Posted by Traci M. Smith | Mar 31, 2023 | 0 Comments

Social Security benefits are a mystery to many people, including those who are currently receiving Social Security. This article is designed to address your Social Security options. Retirement Age. You may elect to start receiving ...

“Estate” Hangups

Posted by Traci M. Smith | Mar 24, 2023 | 0 Comments

I'm not crazy about the term “Estate Planning”. I think it's very misleading. “Estate Planning” has me picturing the lords and ladies of Britain with their manors and estates. I'm at Downton Abbey worrying about the “entail”. Not many of us can fit that profile. I think ...

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At Duffield Adamson & Helenbolt, P.C., we focus on our clients' needs and are here to listen and help you find the best strategy to meet your goals.

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Duffield Adamson & Helenbolt, P.C. is committed to answering your questions about estate planning, business planning and elder law issues in Southern Arizona. We will gladly discuss your planning needs at your convenience. Contact us today to schedule an appointment.