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What Does It Mean to Fund…

What Does It Mean to Fund a Trust?

If your estate plan includes a trust, establishing the trust requires more than executing the legal document that sets up the trust. Creating a trust involves a two-step process. The second step is to fund the trust by transferring property into it. Otherwise, the trust has no assets for the trustee to manage and distribute. The process of funding… Read More
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Categories: Estate Planning, Trusts
how a revocable living trust helps with the probate process

Benefits of a Revocable Living Trust as Part of an Estate Plan

A revocable living trust is a valuable estate planning tool that may help you achieve important personal and financial goals for yourself and your family. However, a living trust is not necessarily the best or right choice for all estate plans. Discussing your circumstances and goals with an experienced Arizona estate planning attorney is the only… Read More
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estate planning

3 Risks of Do-It-Yourself Estate Planning

Establishing your estate plan is an important and serious undertaking. You should never attempt to create legal documents without assistance from a knowledgeable lawyer — and that’s especially true with estate planning documents. Do-it-yourself estate planning has significant risks that can completely defeat your efforts to protect your family… Read More
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Categories: Estate Planning
what's it like to live in Arizona

Moving to Arizona? Here’s Why You Need to Review Your Estate Plan Soon

If you recently moved to Arizona or plan to move here in the near future, an important item may be missing from your to-do list. Since you’re changing your state of legal residence, it’s essential to make certain that your estate plan complies with applicable Arizona laws, as well as recent changes in federal laws. While you may not need to cre… Read More
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what's in an Arizona estate plan

What Documents Are in an Arizona Estate Plan?

While people sometimes think that a Last Will and Testament is all you need for an estate plan, a complete Arizona estate plan includes other essential documents. These important written legal documents protect you and your family, in addition to providing for distribution of your property after you pass away. The best way to ensure that you have a… Read More
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legal support for new or existing small business

3 Ways an Attorney Can Help Your Arizona Small Business

Whether you are establishing a new small business or running an existing enterprise in Arizona, a business law attorney can help you keep your company running smoothly. Your lawyer also can make sure that you protect your business and personal financial interests for the future. Attorney Shane Peterson explains three ways an attorney can help your… Read More
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estate planning

Inconsistent Estate Documents Create Legal Issues For Heirs

Distribution of a deceased person’s estate involves a number of different legal documents, including their Last Will and Testament and any trust instruments, as well as asset account statements, property titles, and other legal documents. All these items factor into who receives the property in the estate. But what happens if a decedent leaves be… Read More
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Categories: Estate Planning
Senior man looking at last will and testament

Is a Trust the Only Way to Avoid Probate? Not in Arizona.

For many people, an important goal of creating an estate plan is to avoid probate of their estate. A living trust is often an excellent way to accomplish that goal. But in Arizona, there are also other ways to avoid the probate process. This article explains the available options for avoiding probate of property in an Arizona estate, as well as the… Read More
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Businessman protects family members

How Is Your Business Included in Your Estate Plan?

A properly developed estate plan provides protection for your family in the event of unanticipated events that can endanger their security and future. If you own a business, addressing the future of your business in your estate plan is just as essential as safeguarding your family. This strategy ensures that your family won’t face any difficultie… Read More
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Father read's to unborn baby

Why Young Adults With Limited Assets Need an Estate Plan

Many young adults think that estate planning is something that only older folks with lots of financial assets need to do. The fact is that every adult, regardless of age, should have an estate plan. A complete estate plan does much more than distribute property after death. It protects you in the event of unexpected contingencies during your life a… Read More
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Categories: Estate Planning

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