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You may have executed a comprehensive estate plan including a will, possibly a trust, a living will and powers of attorney for finances and health care. What you do not want to do following that is to leave that estate plan in a desk drawer gathering dust until you...
When an individual makes an estate plan, often he or she will choose a trusted person to act as the personal representative of the estate, like a friend or family member. The personal representative of the estate has many important responsibilities and it can seem...
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...
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...
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...
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...
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...
