Blog
Estate Planning: Signs of Undue Influence
Conflicts are the last thing anyone wants after a family member passes away. But sometimes, disputes arise during the estate settlement process when a beneficiary contests the validity of the deceased’s will. They may argue that the will-maker wrote the...
Can I be an “Executor” and Beneficiary of a Will?
In Arizona, a personal representative (known in many states as an “Executor”) is the person or entity appointed by the Court to administer the estate and assets of someone who has died. In other words, the personal representative has the...
What Happens to Your Bank Account After Death?
If you’re the primary breadwinner for your family and you die unexpectedly, it’s important to have a plan in place so your family can have access to your accounts to make ends meet. This is often a matter of great...
Property Inheritance Law in Arizona
Arizona inheritance laws outline what happens to an individual’s estate after their death. Handling assets and property distribution can get complex due to numerous factors. The size of the estate, the deceased’s marital status, whether they left behind surviving descendants,...
Do Retirement Accounts Go Through Probate?
A significant percentage of workers count on their retirement account funds to live comfortably during their retirement years. You might have only one retirement account, or several, by the time you reach retirement age. In order to effectively plan your...
Estate Planning for People with Minor Children
As a busy parent, I know it’s easy to get lost in the everyday activities of having kids and put things like estate planning on the back burner. We are young, we will surely be around to see our kids...
The Forgotten Step in Estate Planning: Beneficiary Designations
You may have thought that you were done with your estate planning when you executed your documents, but there is a final, and oftentimes forgotten step in completing this process: you must ensure that you have completed all your beneficiary...
The Probate Timeline in Arizona
The death of a loved one can be emotionally overwhelming and dealing with the probate process can add further stress to a grieving family. Understanding the probate process may help alleviate some of that stress. Probate involves dissolving and legally...
Financial Planning vs. Estate Planning: What’s the Difference?
When it comes to planning out your finances, people are (rightfully) confused about the difference between an estate attorney vs. financial planner. Oftentimes, people use these terms interchangeably, but these professions serve different interests and goals. What Does an Estate...
Coronavirus Estate Planning: Amending Your Living Will In Light Of The Pandemic
The COVID-19 crisis has caused many people to recognize that life can change quickly, even for those who are young and healthy. This realization has also raised some interesting challenges that may necessitate a review of your current estate planning...