Category: Estate Planning
Revisiting Your Estate Plan Following the Loss of Your Spouse
Few things in life are more painful than the loss of a spouse. It can be difficult to focus on practical matters as you mourn. Unfortunately, the sudden change in your life circumstances makes it more important than ever to...
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How Does Getting Remarried Affect My Estate Planning?
Getting married for the second time is a life event that should trigger an update to your estate plan. A remarriage raises complex questions about how you and your new spouse wish to combine your lives, both now and in...
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What Happens If I Die Without a Will in Arizona?
Many people put off drafting a will. For some, addressing end-of-life matters can feel uncomfortable. Others delay simply because they believe they have plenty of time left. However, dying without a will in Arizona can have significant legal consequences. Without...
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Digital Estate Planning: Protecting Your Online Legacy
Securing your online presence is just as crucial as traditional estate planning. Digital estate planning involves managing what happens to your digital assets, including emails, social media accounts, and cryptocurrencies after you pass away. In this guide, we help you...
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Are Life Insurance Proceeds Assets in Probate?
Your life insurance policy can serve as a vital financial asset for your family. It can provide a safety net for your beneficiaries in the event of your death. While a life insurance policy is generally designed to expedite the...
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Estate Planning Tax Implications After 2022 Reforms
Arizona residents are left navigating a giant maze of tax implications after the 2022 tax reforms. In order to make informed decisions about how these changes may impact your estate planning, it’s critical to learn as much about the changes...
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Why Single Adults in Arizona Need an Estate Plan
Safeguarding Assets for the Future In Arizona, single adults have unique considerations when it comes to estate planning. Protecting your assets isn’t just about wealth. It’s about making your mark and ensuring your hard-earned property is distributed precisely as you...
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How Does a Power of Attorney Function in Your Estate Planning
A Power of Attorney has the remarkable ability to adapt to many situations, from managing real estate transactions to making financial or healthcare decisions. Simply put, it’s a legal document that grants a person the authority to act on your...
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Difference Between Joint Trusts vs. Separate Trusts
Trusts can be a vital tool in estate planning. If you’re married, one option to consider is whether to establish a trust for your assets. A trust is a legal arrangement that allows you to appoint someone (called a trustee)...
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Recommendations and Tips for Selecting the Right Trustee
When setting up a trust to manage your wealth, one of your most important decisions will be picking the right trustee. There are many factors and considerations to weigh when selecting a trustee, including whether to nominate co-trustees or successor...
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