If you’ve recently re-married, make sure your estate plan is up to date with these simple steps.
Plan For The Road Ahead
Arizona Estate Planning
Estate Planning vs. Succession Planning: Protecting Personal & Business Assets
Protecting your personal assets as well as your business assets can ensure your legacy is protected for future generations.
Can I Have Both a Will and a Trust?
Even though it may seem redundant, it’s not only possible but often times highly recommended you have both a will and a trust. In this blog, we explain why that’s the case.
Where are trusts kept?
Uncover the optimal ways to securely store your trust documents, ensuring the success of your estate plan and asset distribution.
The Importance of Estate Planning: Protecting Your Legacy and Loved Ones
Estate planning enables you to protect your assets, provide for your loved ones, minimize taxes and expenses, and establish a legacy that reflects your values and intentions. By engaging in estate planning, you take control of your future and ensure that your hard-earned assets are distributed according to your wishes.
First Party Special Needs Trusts
A Special Needs Trust (SNT) is a powerful tool that enables parents or guardians to effectively manage wealth on behalf of their dependents with special needs. In this article, we will focus on First-Party Special Needs Trusts, exploring what they are and how they can benefit your loved one’s financial future.
Estate Planning for Blended Families: Achieving Fairness and Peace of Mind
Blended families are becoming increasingly common in today’s society, bringing together unique challenges when it comes to estate planning. This article outlines key steps to help you navigate the complexities and ensure fairness in asset distribution. Find out how updating your documents, fostering open communication, and seeking expert legal guidance can provide peace of mind.
Common Estate Planning Mistakes and How to Avoid Them
Estate planning may seem straightforward but overlooking some critical items can lead to probate and other complications. In this article, we discuss the four most common estate planning mistakes. Not Having An Estate Plan This one should be obvious, but not having...
The Top 5 Mistakes People Making When Planning Their Estate & How to Avoid Them
The biggest mistake people make is attempting to do estate planning themselves. Estate planning involves complex legal and financial issues that require expertise and experience. Attempting to do it yourself, while cheaper up front, can lead to costly mistakes and unintended consequences. To avoid this mistake, work with us to help ensure that your wishes are carried out according to your wishes and that you have an estate plan that is built to last.