Death is a certainty that every Arizona resident must contend with. Though individuals cannot predict when they will pass, they can take control of their end-of-life estates by preparing and executing estate planning documents. Different estate planning documents can...
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Year: 2021
Arizona power of attorney basics
A power of attorney is a document that allows a person, called the principal, to give another person, called an agent, authority to act on his or her behalf. In Arizona, a person can create a power of attorney if they are 18 years of age or older and of sound mind. It...
Estate planning for new parents
Becoming a parent for the first time is an exciting, and sometimes nerve-wracking, experience. Between readying the nursery and going to doctor appointments, new parents in Tucson may want to consider another responsibility: estate planning. Young parents may want to...
Addressing duress and coercion in the drafting of a will
Tucson residents are free to create testamentary documents that reflect their wishes and accomplish their end-of-life goals. While many individuals want to preserve their wealth and ensure that their loved ones inherit from their estates, others may have more unique...
Why you need an estate plan if you’re in a blended family
If you’ve remarried at some point in your life, then your family dynamics might be more complicated than you think especially if you look at them from an estate planning perspective. This is because you may have developed family-like relationships with individuals who...
Why would I consider appointing an attorney as trustee?
When residents of Tucson think about creating a will or trust, they will have to think who they want to appoint as their trustee or personal representative. Being a trustee, or a personal representative or conservator, is a significant responsibility. The trustee will...
Considering a living trust? Here’s what you should know
A will isn’t for everyone. Tucson residents might be better served by a different estate planning device. One popular alternative is the living trust. The living trust provides a kind of flexibility afforded by few other estate tools, but there are, of course,...
When is a good time to update and review my estate plan?
Setting up an effective estate plan is an important step for anyone to take. Knowing how and when to update an estate plan is an equally important part of an estate plan that estate planners should also be prepared for. When is a good idea to update and review my...
What is a fiduciary and why might you need one?
Those who are going through the estate planning process in the Tucson area may have heard the term “fiduciary”. A fiduciary can be an important member of the estate planning team. But a person may wonder what a fiduciary is and what do they do? Fiduciary A fiduciary...
When is it time to change my will?
Estate planners may understand the value of having a will but should also understand the importance of knowing when to change a will. Estate planners may ask the question when they should change their will and it is helpful for them to be familiar with the different...