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Your will and other estate plan documents protect you and your family during your life and after you pass away. Your estate plan provides peace-of-mind about the legal protection you have put in place. However, using forms or an online do-it-yourself (DIY) service can defeat those important goals and have significant negative consequences for you a… Read More

If you own an IRA or 401(k) that will be inherited on your death, the rules that apply to inheritance of those assets just changed significantly. The change accelerates required distributions for many beneficiaries. The new rule is part of the federal SECURE (Setting Every Community Up for Retirement Enhancement) Act, enacted at the end of 2019. Th… Read More

Buyers from all over the world purchase real estate in Arizona, largely because of our hospitable climate. Non-U.S. Citizens who purchase real estate in Arizona know they must be cognizant of all the legal implications of owning real estate here. One aspect that sometimes escapes attention relates to what happens to the property when the owner pass… Read More

Estate planning is important for everyone, but it is especially vital for individuals who have a blended family following a remarriage. The estate planning goal of ensuring that natural children (and grandchildren) receive their inheritance becomes more challenging in a blended family situation. Other special estate planning concerns warrant consid… Read More

If you’re unmarried and don’t have children or living relatives, you might think estate planning is not important or deserves your attention. However, it is an undertaking that is essential to protect you during your life and ensure that your property does not end up in the hands of the state. Singles sometimes feel there aren’t good… Read More

Many individuals support charities and philanthropic groups throughout their lives by donating regularly to organizations and causes that touch their lives or do work important to the donor. Charitable giving also is an important part of estate planning for a lot of people. Lifetime charitable and philanthropic gifting is usually a simple matter of… Read More

Estate planning and financial planning are different processes that help you protect your assets and plan for the future. Each process has a different purpose. Estate planning attorneys and financial planners have distinct roles and expertise — but your estate plan and financial plan work together to help you achieve important long-term goals. Wh… Read More

When you own a business, you need business insurance to protect your company and your assets against potential legal liability. Insurance also covers some types of unpredictable business losses. But how do you determine what types of business insurance you need? Insurance agents eagerly market many types of commercial insurance. At Peterson Law Off… Read More