Estate Planning Blog

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...

When most people think about funding a living trust, their focus is on big-ticket items like their home, investments, and savings accounts. Cars don’t always make the list. But should you include your vehicle in your trust? The answer really depends on the car, your...

Fall in Arizona is one of the best times of year to get outside. With the cooler weather and plenty of community events throughout the valley, families can make lasting memories together before the busy holiday season sets in. Whether you love pumpkin patches, scenic...

Losing your Medicaid coverage can feel overwhelming, especially if you depend on it for healthcare or long-term care. Maybe your income went up, your eligibility changed, or you missed a renewal deadline. Whatever the reason, the loss can leave you wondering how you’ll cover care...

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