Arizona residents include living trusts in their estate plans to help their family members and other beneficiaries avoid the lengthy, complex and sometimes expensive probate process. Living trusts provide individuals with more control over how their assets will be...
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Estate planning can secure your startup’s future
Planning for the future of your startup in Arizona involves many legal considerations. One of them will be to establish a plan that outlines exactly what you want to happen if you should pass. The best way to do so will be to create an estate. This will protect your...
New parents and estate planning
Becoming a parent is a joyous experience, bringing with it a multitude of responsibilities and considerations. While your focus may naturally be on nurturing and caring for your newborn, it is essential to also address your family's future and well-being. Estate...
Review trusts before 2026 estate tax changes
If you are a high-worth individual or couple living in Arizona, you may have to rethink the trusts in your estate plan. Starting in 2026, the lifetime federal estate tax exemption drops by more than half, necessitating flexibility in your chosen trusts. Trusts to...
How to estate plan after retirement in Arizona
Many Arizona residents spend all of their lives planning for retirement. While retirement is the end goal for many, it’s hardly where your financial planning stops. No one likes to think about their estate plan or what will happen after they die, but it’s a crucial...
Protect your loved ones with estate planning
No one likes to think about the end of their life or that of someone they love. Adequate planning, despite the emotional challenges, is worth the effort. It provides people with a guideline to follow, avoids legal battles, and reassures people their family will honor...
Updating your estate plan is essential when you get remarried
If you live in Arizona, utilizing the estate planning process is essential to help ensure your wishes are met when you die. Going through a second marriage can change your circumstances quickly. If you've already created a will before this event occurs, you may need...
Top estate planning mistakes in Arizona
Estate planning comes with a lot of benefits if you do it right. It can ensure that your assets get distributed according to your wishes. However, if you make the following common mistakes while estate planning, you could end up doing more harm than good. Not updating...
Gun trusts: What you need to know
If you own a firearm in Arizona, you want to prevent your heirs from facing issues, such as felony charges, when they receive it. The first step is to understand what a gun trust is and how it works in estate planning. For this and more information, keep reading. What...
Simple strategies for drafting an effective digital estate plan
After having drafted their wills, named their estate executors, and created trusts for children and grandchildren, many Arizona residents mistakenly assume that they're done planning their estates. However, in reality, there's always the final task of organizing...