» Estate Planning
Getting a Divorce? Updating Your Estate Plan Is a Top Priority.
March 21st, 2024
If you are getting a divorce, you may not realize that the divorce can significantly impact your estate plan, due to an Arizona law that automatically changes key estate plan provisions relating to your ex-spouse and their relatives. Other legal documents and assets may also be affected. After a divorce, getting help from an experienced estate plan…
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Categories: Estate Planning
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What Are the Steps in the Estate Planning Process?
February 16th, 2024
When you create an estate plan, your estate planning attorney guides you through the process of putting the right legal documents in place to protect yourself and your loved ones for the future. Knowing what to expect in the estate planning process can help you anticipate your attorney’s questions and collect the information you need to provide.…
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Categories: Estate Planning
3 Common Estate Planning Mistakes to Avoid
January 17th, 2024
A thoughtful estate plan provides significant peace of mind that the plan protects you and your loved ones for the future. Unfortunately, estate planning mistakes can completely undermine the legal protections that a solid estate plan provides. Read on to learn about the three most common estate planning mistakes to avoid. Mistake #1: Thinking that…
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Categories: Estate Planning
Why Is It a Good Idea to Avoid Probate?
November 17th, 2023
Avoiding probate is an important estate planning goal for many individuals. But do you know why it is beneficial to avoid probate? In the discussion that follows, we explain the reasons to establish an estate plan that avoids the probate process — and how you can accomplish that goal. What Is Probate? The term probate (or probate administration)…
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Can a Non-Resident Serve as the Personal Representative of an Arizona Estate?
September 18th, 2023
A question often asked in estate planning and probate is whether a non-resident can serve as the personal representative of an Arizona estate. That is an excellent question, but it is one of many issues that affect selection and appointment of a personal representative. When you make a last will and testament or a family member passes away, legal i…
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Is It Time to Update Your Estate Plan?
April 17th, 2023
Your estate plan is based on your financial and personal circumstances and goals at the time you create the plan. As your situation changes, reviewing your estate plan regularly to determine whether you should update it is just as important as establishing the plan. If you do not take into account changes in your life that impact your estate plan,…
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Categories: Estate Planning
How Do You Set Up a Trust?
February 17th, 2023
Trusts are an important estate planning tool that can achieve a wide range of goals. But before you decide to include one in your estate plan, you should talk with your estate planning lawyer about whether (and how) a trust can achieve your estate planning goals. As part of that discussion, your lawyer will explain how a trust works and what’s in…
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Do You Need a Lawyer to Make an Estate Plan?
November 16th, 2022
Your estate plan is a set of legal documents that accomplishes important goals during your life and after you pass away. If you do not have an estate plan, Arizona laws make critical decisions for you — and the statutes and courts can make decisions that are inconsistent with your wishes. While online services want you to think that you can creat…
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Categories: Estate Planning
How Grandparents Can Protect the Family Legacy for Their Grandchildren
September 16th, 2022
If you are a grandparent, protecting your family legacy for the benefit of your grandchildren is probably one of your most important estate planning goals. You have multiple options and tools to choose from in accomplishing this goal, some of which may be more beneficial for you and your grandchildren than others. Your estate planning attorney help…
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Categories: Estate Planning
Understanding Estate Planning Terminology
July 21st, 2022
When you create an estate plan, you may encounter unfamiliar legal words and phrases that can make the process a little bewildering. While your lawyer will explain everything in detail, you can get a head start by understanding some basic estate planning terminology before you meet with your attorney. In this discussion, East Valley estate planning…
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