There are many ways to take care of estate planning in Arizona. One effective way to get your estate in order while providing for someone you love is through a spendthrift trust. While this type of trust might be unfamiliar, it can be extremely beneficial to establish...
Estate Planning
Decisions about unequal inheritance distributions
Estate planning requires careful considerations about what to do with one's assets. Bequeathing money and property to surviving relatives can be challenging, as equal splits might be ill-advisable. Someone can distribute their inheritance unequally due to personal...
Choosing a trustee for a living trust
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...
A guide to advance health care directives for Arizona families
There are a lot of unknowns for Arizona families when it comes to estate planning. There will be many questions on whether your children are doing the right thing, especially when it comes to making major health or financial decisions. A huge part of setting up an...
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 a home fits into your estate plan
Assets such as an Arizona home may be transferred to your heirs at the time of your death. You may also choose to sell the home or transfer ownership of the property while still alive. Your decision will likely depend on factors such as family dynamics or the tax...
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...
Why is power of attorney so important for estate planning?
Estate planning can be a challenging process for any family. However, it should be done if you want to have your wishes honored. A power of attorney is one of the most critical elements of estate planning. Make sure you understand the entire process and all the legal...