Most people in Arizona probably never have much exposure to the court system in their lives. That is why being thrust into the probate court experience after the death of a loved one can be so jarring. It is not easy to navigate what can sometimes be a complex path...
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Year: 2022
How to build an incapacity plan
Incapacity is an important thing to plan for and several estate planning tools can help estate planners address those concerns in their estate plan. Estate planners should be familiar with their options for building their incapacity plan to protect themselves and...
When to update an estate plan
An estate plan is important to set up but after the estate planner sets one up, they should also regularly review it to ensure it is up-to-date. There are also important life events that should trigger the review of an estate plan that estate planners should be...
Why should you have a living will and power of attorney?
Some people are fortunate enough to pass away peacefully in their sleep, but many need health care at a hospital or hospice care as they reach the end of their lives. If you reach a point where you cannot communicate your wishes regarding end-of-life care, it may be...
What to consider when selecting an executor?
The role of an executor of an estate is an important one. For that reason, estate planners should know what to consider when selecting an executor. Important considerations when selecting an executor The executor selection should be carefully made and there are...
Three tools to have in your estate planning kit
If you do not have an estate plan, the idea of executing one can be overwhelming. After all, you have many options to consider. Three estate planning documents you may want to start with include life insurance, a will and a trust. Life insurance Many people take out a...
Considering a special needs trust
Many people create an estate plan with a loved one’s needs in mind. Sometimes, their loved one has a disability or other needs that require their financial support. A special needs trust can provide financial support to the person who needs assistance, while still...