Estate Planning Blog

Here in Arizona, temperatures often shoot up into the triple digits. When it gets that hot, it’s not safe to exercise outdoors, especially for adults in their senior years. You already know you need to be careful out there - that’s why you’re here looking...

Yes, a trust can own an LLC. In fact, placing your LLC in a trust is often a smart move.  When you put your LLC in a trust, you can combine the protections that both entities offer. For example, an LLC will keep your personal assets...

Every adult needs a will, whether they're 18 or 78, whether they're making their own way or they're already a millionaire. You see, a will isn't just about deciding who gets your savings account or your house or your comic book collection after you die....

Exploring Arizona with your grandchildren offers a wealth of enriching experiences! Our state’s diverse attractions will spark your little ones’ imagination and curiosity. From free activities like splash pads and parks, to museums and cultural institutions that provide opportunities for learning, there are many ways...

There are many ways to leave money to a charity in your estate plan. For example, you can make charitable donations in your will or name a nonprofit as the beneficiary of your 401K. You could also set up a charitable trust or contribute to...

Are you wondering if Arizona is a good place to retire? Our answer would be a resounding “YES!” Not only is Arizona a tax-friendly state for seniors with a wide array of desirable cities, there are many other pros to settling down here for your...

If you’re retired and thinking about moving to a different state, or planning to move after you retire, you may be wondering how it will affect your income. If so, you probably have a lot of questions—will my taxes change after moving to another state?...

When it’s time to retire and you’re a business owner, leaving isn’t as simple as just picking a day on the calendar. It requires thought, communication, and legal action. If you intend to pass your business on to your children, grandchildren, or other family members,...

Do you want to leave a lasting legacy and continue to make a difference after you’re gone? If you’re passionate about a cause and want to support it even after you pass away, there are several ways to leave money to a charity. You can...

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