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...
Not every family story is the same. Many people face complicated or strained relationships with children, siblings, or other relatives that lead to estranged relationships. If this describes your situation, it’s important to recognize how estrangement can impact what happens to your assets after you’re...
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...
When it comes to estate planning, most people think about protecting their homes, bank accounts, or family heirlooms. However, if you own firearms or other restricted items, the planning process can be more complex. Arizona has relatively permissive gun laws compared to other states, but there...
Worried about how taxes might affect an inheritance? This is a very important question if you're deciding whether or not to accept an inheritance or if you're trying to make things easier on your heirs. The amount of the inheritance, the relationship between grantor and heir,...
Only nine states in the U.S. follow community property laws, and Arizona happens to be one of them. If you’re married and living here, this means that nearly everything you and your spouse acquire during your marriage is considered jointly owned. Your joint property can...
Arizona is full of stunning natural landscapes, from the red rocks of Sedona to the giant cacti of Tucson’s Saguaro National Park. But some of the most awe-inspiring experiences lie beneath this breathtaking surface. Exploring Arizona’s natural caves is an exciting and unusual adventure! We...