The Law Offices of Kerri Jamison Brutto, PLLC

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Estate planning is not only about distributing assets. It is also about ensuring your loved ones are well-positioned and...
06/09/2026

Estate planning is not only about distributing assets. It is also about ensuring your loved ones are well-positioned and protected. Taking proactive steps now can help create clarity and reduce complications during a challenging time.

There are several important steps that can help safeguard your family and your estate:

🔹 Creating or updating a will that clearly directs how estate assets should be used to satisfy outstanding debts.
🔹 Establishing appropriate trusts to help safeguard certain assets.
🔹 Reviewing beneficiary designations on life insurance and retirement accounts, which may allow certain assets to pass outside of probate and avoid being used to satisfy estate debts, depending on state law.
🔹 Evaluating and reducing high-interest or unsecured debt during your lifetime.

Thoughtful planning today can provide stability and peace of mind tomorrow. If you would like to review your estate plan or discuss strategies to protect your loved ones, contact us to schedule a consultation.

Understanding how debt is handled after death is an important part of comprehensive estate planning. Financial obligatio...
06/02/2026

Understanding how debt is handled after death is an important part of comprehensive estate planning. Financial obligations do not simply disappear. In some cases, debts are paid from the estate through the probate process before assets are distributed to beneficiaries. Swipe through to learn more.

If you have questions about how debt may affect your estate plan, contact us to discuss your options.

Once a child becomes a legal adult, parents no longer have automatic rights to make medical or financial decisions on th...
05/19/2026

Once a child becomes a legal adult, parents no longer have automatic rights to make medical or financial decisions on their behalf, even in an emergency. That is why it is so important to have the right legal documents in place. Swipe to learn more.

If your child needs help preparing or executing these documents, we can help. Give us a call today.

If you or a loved one has been scammed, it can feel incredibly stressful and overwhelming. The good news is that there a...
05/15/2026

If you or a loved one has been scammed, it can feel incredibly stressful and overwhelming. The good news is that there are dedicated resources to help you recover funds, protect your identity, and report fraud.

🔹 FTC Fraud Reporting - Report fraud and get personalized recovery steps at https://reportfraud.ftc.gov/

🔹 FBI Internet Crime Complaint Center (IC3) - Report internet-facilitated crimes at https://reportfraud.ftc.gov/

🔹 Identity Theft Recovery - Get a recovery plan at https://www.identitytheft.gov/, the U.S. government's official identity theft website

🔹 AARP Fraud Watch Network - Reach out for support and guidance at https://www.aarp.org/money/scams-fraud/helpline/

The best thing you can do if you believe that you’ve been scammed is to report the fraud immediately. And remember, you are not alone.

We hope that you find this information helpful. As always, feel free to reach out if you have any questions or need guidance within the team’s area of expertise.

With National Senior Fraud Awareness Day on May 15th, we wanted to reach out to go over several common scams making the ...
05/13/2026

With National Senior Fraud Awareness Day on May 15th, we wanted to reach out to go over several common scams making the rounds so you can quickly identify potential scam messages.

✅ Tech Support Scams - Fraudsters impersonate reputable tech support representatives and claim there is a problem with your device. They seek remote access or payment to "fix" issues that don't exist.

✅ Government or Medicare Impersonation - Scammers pose as representatives from Medicare, the Social Security Administration, or other agencies to collect personal information or payments. Real agencies do not solicit such data by unsolicited calls, texts, or emails.

✅ Family Imposter Scams - Criminals pretend to be a loved one in distress and pressure you to send money immediately.

✅ Sweepstakes, Lottery, and Prize Scams - You are told that you have won money but must pay fees to collect your "winnings."

✅ Romance or Investment Scams - Scammers build emotional trust online, then exploit it for financial gain.

We hope these tips are helpful as we all navigate an increasingly online world. As always, if you have questions or need guidance within our area of expertise, do not hesitate to reach out. We are here to help.

May is Older Americans Month, and to honor the month, I wanted to take a moment to share a few key areas where our team ...
05/04/2026

May is Older Americans Month, and to honor the month, I wanted to take a moment to share a few key areas where our team can help to ensure your estate plan meets your needs as you and your family get older.

📋 Living trusts help ensure your assets are distributed according to your wishes while potentially avoiding probate. Unlike a will, a trust can take effect during your lifetime and allow for seamless asset management if you become incapacitated.

📋 Powers of attorney authorize trusted individuals to make decisions on your behalf if you're unable to do so yourself, preventing delays, confusion, or court intervention. You can designate different powers of attorney for different concerns — such as health care or financial matters.

📋 Advance health care directives allow you to outline medical treatment preferences and appoint a health care agent to advocate for those wishes if you become incapacitated. These documents work with a health care power of attorney, and it's crucial to ensure they align.

Having these documents in place brings clarity, confidence, and peace of mind. If you have questions about your estate plan or would like to discuss these documents, feel free to reach out.

Estate planning is not just about what happens after you are gone; it also covers what happens if you cannot make decisi...
04/28/2026

Estate planning is not just about what happens after you are gone; it also covers what happens if you cannot make decisions for yourself.

Without valid, updated health care directives, your loved ones may face delays or legal complications, medical care could be postponed, and your wishes may not be followed accurately.

For this reason, it is important to review your health care directive regularly and ensure it includes a health care proxy (also known as a medical power of attorney) that complies with your state’s laws.

If you need help reviewing or updating your health care directive, give us a call. We are here to support you.

This spring, we are sharing an important reminder that estate planning helps protect you and your loved ones in all seas...
04/23/2026

This spring, we are sharing an important reminder that estate planning helps protect you and your loved ones in all seasons of life. With a strong foundation and regular updates, your estate plan can grow with you.

If you do not already have an estate plan or need to update your existing plan, give our team a call. We are here to help you.

Naming a primary beneficiary is an important step, but it is not enough on its own. If that person is unable or unwillin...
04/21/2026

Naming a primary beneficiary is an important step, but it is not enough on its own. If that person is unable or unwilling to inherit your assets and no backup plan is in place, you risk:

🔹Assets ending up in probate.
🔹The distribution of assets not reflecting your wishes.
🔹Your plan lacking the flexibility life demands.

With this in mind, it can be a good idea to name alternative beneficiaries and include contingency clauses to keep your plan aligned and your assets protected, even when life changes.

If you are unsure whether your estate plan is flexible enough, now is a good time to review it. Contact us today to get started.

Today, much of what we own lives online, including: ✅ Bank accounts ✅ Email addresses✅ Digital photos✅ Social media acco...
04/09/2026

Today, much of what we own lives online, including:

✅ Bank accounts
✅ Email addresses
✅ Digital photos
✅ Social media accounts
✅ Cryptocurrency

However, if these assets are not listed in your estate plan, they can go unaccounted for, resulting in your loved ones not having legal access to retrieve them. With that in mind, it is important to keep an up-to-date list of your digital assets and login information in a secure location, and appoint a digital executor to make managing these assets easier.

Many older plans do not account for digital assets. If you are unsure how to incorporate them in your estate plan, contact us today. We are here to help.

Address

2266 S Dobson Road Suite 200, Mesa AZ
Scottsdale, AZ
85202

Telephone

+14802209510

Website

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