» Last Will & Testament
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…
Read More
As a Personal Representative of an AZ Estate, What Are My Responsibilities?
February 23rd, 2022
The personal representative of an Arizona estate is the individual with responsibility for probate administration of a deceased person’s estate. State law imposes substantial fiduciary duties on a personal representative. This article explains why understanding those duties is important, as well as what the responsibilities entail. Importance of…
Read More
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…
Read More
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…
Read More
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…
Read More
Do-It-Yourself Wills & Estate Plans Are a Serious Mistake — Especially During Coronavirus (Covid-19) Uncertainties
April 6th, 2020
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
Estate Planning For a Blended Family After a Remarriage
January 16th, 2020
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
Estate Planning Options For Singles Without Heirs
December 19th, 2019
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
