» Estate Planning
Advantages and Disadvantages of a Revocable Living Trust
Individuals creating or revising an estate plan often ask whether the plan should include a revocable living trust. Finding the answer to that question for your estate plan requires evaluating the advantages and disadvantages of a revocable living trust in the context of your personal and financial circumstances and overall goals. Through that disc…
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Importance of Estate Planning for Newly Married Seniors
January 16th, 2026
Seniors who marry late in life have unique estate planning concerns. While every situation is different, a senior who is planning to marry or has recently married can benefit from talking with an experienced estate planning attorney. An updated or new estate plan that fully takes into account each senior’s new personal and financial circumstances…
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Categories: Estate Planning
How Beneficiary Designations Affect Your Estate Plan
November 17th, 2025
When you set up an estate plan for the financial security of your loved ones after you pass away, a will and a trust are the primary legal documents that can provide for distribution of your estate. It is also essential to account for financial assets that have beneficiary designations. Those assets can make a substantial difference in property dis…
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Categories: Estate Planning
Understanding Fiduciary Duties in Estate Planning
September 17th, 2025
Fiduciary duties are a key legal principle in estate planning. In your estate plan, you designate specific fiduciaries who have high-level legal responsibilities in implementing your plan. Understanding the roles and responsibilities of each fiduciary is essential to ensuring that you choose a person with the right qualifications and skills to fulf…
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Categories: Estate Planning
How Does a Spendthrift Trust Protect the Inheritance of a Beneficiary?
April 18th, 2025
In estate planning, there are many types of trusts that achieve identified goals of the individual creating the estate plan. A spendthrift trust is a specific type of trust that is written to restrict or control a beneficiary’s access to the trust property, in order to protect the assets from being taken by creditors of the beneficiary, wasted, o…
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Categories: Estate Planning
Tips For Choosing the Executor For Your Estate
March 18th, 2025
When you make a will as part of your estate plan, one of your most important decisions is choosing the person to designate as the executor of your estate. Choosing the best person as executor of your estate first requires understanding what the executor of an estate does. Then, you need to know what qualities to look for in an executor who can fulf…
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Categories: Estate Planning
Planning for Incapacity in Arizona
February 14th, 2025
When you think about estate planning, you probably focus on the distribution of your estate after your death. But planning for incapacity is an equally important part of putting a complete estate plan in place. This aspect of estate planning protects you, your loved ones, and your estate during your lifetime in the event you become incapacitated an…
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Categories: Estate Planning
Estate Planning Considerations for Single Parents
January 17th, 2025
Estate planning is an important priority for all parents, but the need for an estate plan is even more compelling if you are a single parent with minor children. Your estate plan ensures that your children’s personal and financial needs will be taken care of in the event something unexpected happens to you. While it is difficult and uncomfortable…
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Categories: Estate Planning
What Happens to Your Will When You Die?
December 17th, 2024
When you make a last will and testament to distribute the property in your estate after your death, your will determines more than who receives the assets in the estate. It also designates the person to administer and distribute your estate, and determines the legal process that will be followed for administration and distribution of the estate. Un…
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Is Probate Always Necessary For an Arizona Estate?
September 17th, 2024
In Arizona, as in other states, probate is a court-supervised process for settling and distributing an estate after a person passes away. A common misconception is that probate is necessary for every estate, which is not the case. Some assets and some estates are not required to go through the probate process. In fact, with help from an estate plan…
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