Blog
3 Risks of Do-It-Yourself Estate Planning
September 27th, 2021
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…
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Categories: Estate Planning
Moving to Arizona? Here’s Why You Need to Review Your Estate Plan Soon
August 17th, 2021
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…
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What Documents Are in an Arizona Estate Plan?
July 16th, 2021
While people sometimes think 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 the distribution of your property after you pass away. The best way to ensure that you have al…
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3 Ways an Attorney Can Help Your Arizona Small Business
June 17th, 2021
Whether you’re establishing a new small business or running an existing one in Arizona, a business law attorney can help you keep your company running smoothly. Your lawyer also can make sure you protect your business and personal financial interests for the future. Attorney Shane Peterson explains three ways an attorney can help your Arizona…
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Inconsistent Estate Documents Create Legal Issues For Heirs
May 17th, 2021
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…
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Categories: Estate Planning
Is a Trust the Only Way to Avoid Probate? Not in Arizona.
April 16th, 2021
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…
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How Is Your Business Included in Your Estate Plan?
March 17th, 2021
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…
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Why Young Adults With Limited Assets Need an Estate Plan
February 17th, 2021
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…
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Categories: Estate Planning
How To Safeguard Your Estate Plan Documents — and Why It’s Essential
January 18th, 2021
When you finish creating an estate plan, you feel pride and satisfaction at completing a significant accomplishment. You also have the peace of mind that comes with knowing that your family is protected in the future. But there’s an important task remaining: You need to safeguard your estate plan documents and decide where to store them, to prote…
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Why Powers of Attorney Are an Essential Part of Your Estate Plan
December 17th, 2020
Durable powers of attorney are some of most important legal documents everyone should have. Without them, you and your family could face significant problems relating to your financial matters, medical decisions, and personal care. Please read on to find out why powers of attorney are an essential part of your estate plan and what these documents a…
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Categories: Estate Planning