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Creating a will involves more than just writing down how you want to distribute your belongings after you are gone. This document outlines your legacy and clarifies your final wishes. However, for this paperwork to fulfill this purpose, it is crucial to understand and...
Estate planning often involves strategies that help your assets pass smoothly to loved ones. These strategies include pay-on-death (POD) and transfer-on-death (TOD) designations, which allow specific assets to transfer directly to beneficiaries, usually without the...
When a family member passes away in Arizona, you may need to settle the estate through probate, which comes in two forms: informal and formal. It is also worth noting that Arizona also offers a simplified process for small estates by using an affidavit and a strictly...
Estate planning often sounds like something only rich or older people need. But in Arizona many families with modest assets still face problems when they lack a plan. Even a small home, a bank account or young children should encourage families to think ahead. Why...
Creating an estate plan is an essential step in ensuring that your assets are distributed according to your wishes after you pass away. By having a solid plan in place, you provide peace of mind for both you and your loved ones. If you’re working on your estate plan,...
Many people wait too long to plan their estate. Then something unexpected happens and loved ones have to sort through legal red tape, family conflict and court delays. In Arizona, two common estate planning tools—wills and trusts—can help you protect your assets and...
Many items that used to be physical assets are now digital assets. People in previous generations may have had a library full of hundreds or thousands of books, but now a person may just have an e-reader with a collection of e-books they’ve downloaded. In the past,...
Writing a will is one of the most important steps you can take to protect your loved ones and help ensure that your wishes are honored after you pass away. However, many people in Arizona understandably hesitate to start this important process because it feels...
Understanding estate taxes can save your wealth and your family’s future. The tax laws can be complicated, particularly where state law intersects with federal regulation. In this blog, you will learn how estate taxes work in Arizona, their relationship with federal...
Long-term care can take a considerable financial toll on families. In Arizona, nursing homes and assisted living facilities often charge thousands of dollars each month. When someone passes away with unpaid care bills, those debts don’t disappear. They follow the...
