Estate Planning Blog

In today’s digital world, you can usually find exactly what you’re looking for in a matter of minutes. But with the whole world at your fingertips, it’s even easier to find yourself caught up in a scam. Between identity thieves and inheritance tax scams, it’s...

From title fraud to telemarketing scams, there are all kinds of ways for criminals to steal  from the elderly. According to the FBI, elder fraud robs seniors of more than $3 billion dollars every year. Scammers are getting more and more sophisticated, and they can...

One of the most charming local sightseeing experiences in Phoenix is the festival of holiday lights. Here are some upcoming events that are fun for families with kids of all ages, couples looking for romantic date night ideas, and friends gathering to share a little...

It’s the season of giving, and we can’t think of a better way to give back than supporting our local community! You can help this year as well by donating to these Thanksgiving food drives around the Phoenix Valley. Whether you wish to donate food,...

Owning multiple properties can be a dream come true. Maybe you bought a vacation home in California and a ski cabin in Colorado, or you own rental properties in Florida. Property ownership can be an exciting venture, especially while you’re enjoying the benefits of your...

Losing someone you love is never easy. Between the shock, the sadness, and all the details that suddenly need your attention, it’s hard to know where to start. And there’s a long list of difficult tasks to tackle, like making calls to family and friends...

Owning rental property can be a great way to build wealth, but with the extra income comes added risk. From liability to taxes to what happens when you’re gone, it’s important to plan ahead so your investment can benefit you and your loved ones. Whether...

When it comes to leaving an inheritance, every family’s situation is unique. As an estate planning firm in Arizona, one of the most sensitive topics we encounter with clients is how to deal with an unequal inheritance. While it may feel easier to divide everything...

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