Estate Planning Blog

On August 7, 2025, Phoenix had its hottest day in 150 years. And while setting a new record is exciting, it's also a little bit scary. Phoenix is a beautiful place to live, and a city that we love. But when there's an extreme heat...

The number one question people ask about estate planning is: Where do I start? For most people, the estate planning process doesn't come easily. Not only do they have to think about what happens after they die, they also have to deal with complicated legal and...

If you have keepsakes or family heirlooms that you've put away, it's important to document them now rather than later. In fact, documenting your family heirlooms is an important part of the estate planning process. Because estate planning isn't only about financial matters—it's also about...

We live much of our lives online these days. From account passwords and photo libraries to cryptocurrency wallets and NFTs, almost everyone holds a few digital assets. However, digital assets often get overlooked in traditional estate plans.  Without clear instructions, your loved ones could be left...

Estate planning is about protecting everything you’ve worked so hard to build. Whether you’re planning for your own retirement or helping an aging parent explore their options, don’t forget to include a plan for long-term care. Many people who make this mistake end up losing...

Running a successful business takes hard work and dedication, and preserving it for future generations takes some careful planning. Without a solid plan in place, your business could face legal battles, tax liabilities, or even dissolution after your passing or retirement.  When you own a family...

Receiving a large inheritance can feel like both a blessing and a big responsibility. Whether it comes as a surprise or you’ve been expecting it for years, it’s not always clear what to do next. Before you start spending or making big decisions, take a deep...

Creating a trust is a powerful way to protect your assets, avoid probate, and ensure a smooth transfer of wealth. But once you’ve named your beneficiaries, you may be wondering—should tell them? It’s a personal decision, but it’s worth considering carefully. Here’s what to keep in...

When most people think of the assets that make up an estate, they imagine homes, bank accounts, or family heirlooms. But for Arizona entrepreneurs, creatives, and business owners, their intellectual property (IP) holdings may be the most valuable assets they own.  Whether it’s a copyrighted book,...

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