Many elderly people move to Arizona to enjoy its climate, especially in the winter months of December, January, February and March. Coupled with the aging of its existing resident population, the migration of elderly persons has meant that the number of disabled...
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Year: 2020
Understanding the role of a fiduciary in estate planning
Virtually every estate plan in Arizona makes some use of a fiduciary. Some plans rely more heavily on such persons, but at the very least, every will admitted to probate requires a trustworthy person to gather assets and ensure that the decedent’s testamentary...
Addressing the important task of estate planning
Most Arizona residents know that estate planning is an important task, but they may put it off for a variety of reasons. For example, some people may think that they don’t have sufficient assets to worry about estate planning – yet. Or, they may believe that the...
Using your will to name a guardian for your minor child
Like many people, you may think that your will’s sole function is to establish who your assets will go to when you die. Yet, you and your spouse might have recently become parents for the first time. With a newborn in the picture, you must also consider who will take...
What should be included in an estate plan?
An estate plan provides important protections for estate planners and peace of mind for both them and their families. To set up an estate plan that meets the estate planner’s desires and goals for their estate plan, it is important for them to be familiar with the...
Misconceptions that surround the estate planning process
Our readers in Arizona may have seen a previous post here that discussed why some people put off the important task of estate planning. Another important topic is how “myths” and misconceptions about the estate planning process can also lead some Arizona residents to...
Why do many Arizona residents put off estate planning?
For many Arizona residents, estate planning is one of the most important things you can do for your family. But, in reality, many people put off this important task. Why? A recent news article explored some of the most common reasons why people put off estate...
Reasons to start estate planning now
Estate planning is a difficult legal topic. No one wants to think about the time in their life when death has arrived, and their property and possessions will be given out to friends and family members. However, one of the most responsible steps that a Tucson resident...
Tips for choosing the right executor
Estate planning is more than merely writing a will. There are many vital pieces of the estate administration puzzle such as establishing trusts, power of attorneys and living wills. One such piece of the puzzle is choosing an executor. An executor is a person assigned...
Remarriage and estate planning
Remarriage brings many changes but, unfortunately, spouses often forget their wills, trusts, and other estate documents that were executed years ago and tucked away. Remarriage requires additional estate planning to help assure that you address your family’s needs....