Creating a blended family with your spouse can create some unique circumstances. And if you’re not careful, your interests could be negatively affected. This is especially true in the context of estate planning. For example, if you leave your assets to your spouse...
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Estate Planning
When are circumstances right to disinherit a relative?
Figuring out how to distribute your assets upon your passing is one of the most difficult parts of estate planning, especially if you have complicated family dynamics. While there are certain estate planning tools you can use to alleviate some of your fears, such as...
How to discuss long-term care planning with your parents
Far too many people put off estate planning until it’s too late. This can leave you concerned about your parents’ well-being and their ability to dictate not only the distribution of their assets, but also their medical care. And this latter point is considerable...
Tips for leaving assets to someone struggling with addiction
It can be terrifying to watch the icy grip of addiction grab hold of your loved one. Yet, millions of Americans watch their child, spouse, sibling or parent grapple with drug and alcohol abuse. While these addictions can strain relationships, you still have to decide...
Charitable planning is a way to give back and help others
When creating an estate plan in Arizona, people have many options. For those who have been fortunate in life and have significant assets, they might focus on generosity and giving back to causes that are dear to them. Even those who do not have a large estate could...
Picking the right executor is crucial to estate planning
In Arizona, it is a conscientious step to create an estate plan. This avoids ambiguity with the person’s property after they are gone. It keeps family members from having acrimonious disagreements. And it accords the person – known as the testator – control over their...
Watch for these signs of personal representative misconduct
Serving as a personal representative for an Arizona estate is quite the responsibility. A personal representative is someone appointed to manage the estate administration process. They are appointed by being named as a personal representative in a will or appointed by...
3 ways to effectively plan for your long-term care needs
As you age, your potential need for long-term care is significant. In fact, studies show that 48% of those age 65 and older will need some type of long-term care, with 24% of people in that age group having to pay for long-term care for two years or more. This is a...
How divorce can affect your estate planning
Divorce isn’t an easy process. It’ll impact nearly every aspect of your life, from your standard of living to the amount of time that you get to spend with your children. While these issues certainly need to be addressed, you can’t overlook some of the collateral...
5 often overlooked aspects of estate planning
A lot of people make the mistake of thinking that the estate planning process is straightforward, simple, and something that they can put off until much later in life. But the reality is that estate planning can be rather complex, especially if you have significant...