If you want to protect your children’s inheritance from divorce, creditors, or financial mismanagement, it’s crucial to have a solid estate plan in place. At Windrose Law Center, we help families create customized estate plans that provide long-term security and peace of mind.
For most reporting companies, the new deadline to file an initial, updated, or corrected BOI report is March 21, 2025.
Taking a little time to update your estate plan before spring break traveling , ensures that your family is protected, no matter what happens. While no one likes to think about worst-case scenarios, taking a few simple steps can give you peace of mind while you enjoy your trip.
For many Arizona homeowners, placing their home in a revocable living trust is a smart estate planning move. A trust helps your loved ones avoid probate, simplifies the transfer of your home after death, and keeps your estate plan private. But what happens if you want to sell your home, and will it impact your mortgage or insurance? Here’s what you need to know
As tax season rolls around, many of us are already digging through important financial documents, reviewing accounts, and taking stock of our financial situation. Since you’re already in the mindset of organizing essential paperwork, use this tax season as a reminder to keep your estate plan up to date.
A Special Needs Trust (SNT) is an essential estate planning tool designed to provide for individuals with disabilities while preserving their eligibility for government benefits such as Supplemental Security Income (SSI) and Medicaid (AHCCCS), and the Arizona Long-Term Care System (ALTCS).
With countless templates and DIY legal services promising quick, low-cost solutions, many people think they can skip hiring an attorney. However, estate planning is about more than filling out forms—it’s about ensuring your loved ones are protected when you’re gone. You dont know what you dont know. Working with a licensed attorney ensures your estate plan is legally sound, up-to-date, and tailored to your specific needs.
Estate planning isn’t just about paperwork; it’s about taking care of the people who matter most. Ask yourself, who would benefit from your thoughtful planning. What Would Happen If I Did Nothing? Ready to begin? Reach out today to schedule a consultation—we’ll make it easier than you think.
Estate planning might not be the first thing that comes to mind for Gen Z, but it’s never too early to start thinking about protecting what you’ve worked hard to build. Whether you’re just beginning your career, launching a business, or building a family, estate planning can provide you with essential peace of mind.
In Arizona trust law, the phrase “health, education, maintenance, and support” (HEMS) is a standard used by trustees to determine what expenses can be paid from a trust for the benefit of its beneficiaries. We break down each component in this blog