Estate Planning

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...