Without a clear estate plan, your assets could end up in a string of legal battles. When it comes to estate planning, one of the most helpful things you can do for your loved ones isn’t complicated or expensive—it’s organizing your documents. Imagine your family trying to piece together your financial accounts, medical preferences, or […]
How to Organize Your Estate Plan in Arizona Read More »
A living trust is a legal document that allows you to manage your assets during your lifetime. Living trusts specify how those assets should be distributed after you pass away. It’s called “living” because it’s created while you’re still alive, unlike a will, which only goes into effect after death. Think of it as a
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A last will and testament is one of the most powerful tools for ensuring that your wishes are carried out after you pass away. It allows you to dictate how your property will be distributed; name guardians for your minor children; and even provide for charitable causes. However, despite its importance and utility, a will
Limitations of a Will in Arizona: What it Won’t Do Read More »
When it comes to protecting your hard-earned wealth, Arizona offers a range of options, including the use of trusts. One trust that has gained attention in estate planning circles is the self-settled asset protection trust (APT). While the concept might sound technical or intimidating, the idea behind it is relatively straightforward: it’s about creating a
Self-Settled Asset Protection Trusts in Arizona Estate Planning Read More »
As we go through life, it’s easy to put off things like estate planning. After all, thinking about the future—especially our mortality or the possibility of illness—isn’t exactly fun. But if you’re elderly or facing an illness, it’s a necessity. Making sure your affairs are in order is one of the most important things you
Estate Planning in Arizona When You’re Elderly or Ill Read More »
Estate planning? This might sound like something only the wealthy need to worry about. But in reality, it’s something everyone should consider. Planning ahead ensures that your wishes are honored; your loved ones are taken care of; and you can avoid a lot of legal headaches in the future. The great thing is, you don’t
DIY Estate Planning in Arizona Read More »
