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...

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...

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,...

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...

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...

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...

Many Tucson residents have heard of wills and understand that they serve a purpose in the estate planning process. A will is a testamentary device that provides the heirs and beneficiaries of a decedent’s end of life estate with instructions on what the decedent...

Recently on the blog we discussed special needs trusts and how they might benefit your estate plan. This week, we want to a take a closer look at these trusts so that you have a better understanding not only in regard to what they have to offer, but also where their...

Virtually every estate plan in Arizona makes some use of a fiduciary. Some plans rely more heavily on such persons, but at the very least, every will admitted to probate requires a trustworthy person to gather assets and ensure that the decedent’s testamentary...

Most Arizona residents know that estate planning is an important task, but they may put it off for a variety of reasons. For example, some people may think that they don’t have sufficient assets to worry about estate planning – yet. Or, they may believe that the...