In Arizona, when a loved one dies, people will have many issues to navigate. Often, there is an estate plan that will serve as a guideline for what the person who died – the testator – wanted. That includes how their assets will be distributed, if there were...
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Year: 2021
Can I create an electronic will in Arizona?
Now more than ever, people in Arizona are using electronic options in their everyday life. This is partially due to convenience and, as the past two years have shown, it can be beneficial to safety. Not everything needs to be done in person and it is efficient to...
Are digital assets important enough to put into an estate plan?
With “buy the dip” trending on Twitter and Bitcoin hitting all-time highs, cryptocurrencies are hot topics. And, more-and-more people are adding cryptocurrencies to their portfolios, and as such, their estate plans. Though, many people forget that cryptocurrencies are...
I am the executor of an estate, what do I do first?
An executor is a spouse, adult child or legally approved representative that helps guide the distribution of an estate after the owner dies. When this power is triggered, the executor may feel overwhelmed with the amount of work that needs to be done. Step #1: Get the...
How does a divorce affect my estate plan?
When you go through a divorce, your estate plan may be the last thing on your mind. That’s completely understandable but, when you’re ready, it’s time to take another look at your estate plan and make revisions where necessary – because Arizona law makes some...
Fiduciary duty in probate administration
Losing a loved one is never easy. The emotional toll can be significant, and merely trying to figure out how to handle his or her estate can be enormously stressful, especially if you’ve been named the estate’s executor or you have concerns about how another...
Why is it important to have an advance directive?
When thinking about the future and having legal documents drawn up, many people do not think about how important that may be later on. The idea of what might happen if they are unable to make medical decisions for themselves is not always on the forefront of their...
When to review and update an estate plan
Reviewing an updating an estate plan is an important part of the estate planning process because an estate plan should not remain stagnant as the estate planner’s life changes. To be able to review and update an estate plan, the estate planner needs to know when they...
Starting with the basics in estate planning
Many people in Arizona find themselves staring at a multitude of options when they finally get around to addressing their estate planning needs. As a result, the whole process can seem overwhelming from the start. However, when Arizona residents stick to the basics as...
Legislative proposals impact on estate and tax planning
Getting an estate plan in order is important for anyone in Arizona or elsewhere. No matter one’s age, getting your affairs in order is essential. The documents contained in an estate plan can help address where one’s property and assets go, provide protection for...