If you are updating your estate plan, transferring real estate into a trust, or executing a power of attorney in Arizona, your signing appointment will look slightly different. TL;DR: Key Takeaways Arizona notaries now record a thumbprint in their journal whenever they notarize a deed or a power of attorney, under Senate Bill 1479 and…
Very few conversations feel as uncomfortable as sitting down with your parents to discuss what happens after they’re gone. Having the talk about the birds and the bees may be easier than this one! Yet knowing how to talk to parents about end-of-life matters is one of the most responsible things you can do for…
Everyone has different priorities when it comes to their estate plan. For some, it’s all about protecting their families. Others want to leave a legacy by funding a trust or supporting a charity. We asked our clients what they felt was the most important part of the estate planning process. Here’s what they said. 1:…
Ready to begin estate planning, but unsure where to look for a good lawyer? With so many advertisements, it can be hard to tell who is qualified and who is overcharging. Not only that, but a poorly drafted will or a trust that wasn’t funded properly can cost your family thousands of dollars and years…
You’re great at setting a budget, saving money, and spending wisely. You might even have a business degree, be financially savvy, and stay up to date on the latest economic news. If that sounds like you, perhaps you’re wondering: Do I need estate planning advice, or can I just handle this myself? That’s a fair…
With ample online resources for just about every project out there, a do-it-yourself approach can make life easier and more affordable. Whether you’re putting up new wallpaper or changing the oil in your truck, it’s easy to find a tutorial online. However, DIY estate planning is never a good move. Although there are online templates…
Will 2026 be the year that you finally put your estate plan together? Most people aren’t sure where to start, or what they need to do besides writing a will. But it’s important not to put off this very important task. Estate planning can help you protect your loved ones, preserve your wealth, and ensure…
We’ve said it before and we’ll say it again: estate planning is for everyone. It doesn’t matter how old you are, whether you’re married or single, or whether you have children or don’t. Every adult needs to fill out a few important legal documents that explain what happens next if they should die. We know…
It doesn’t matter how old you are or how much money you make; if you’re a parent, you need an estate plan. Legal documents like wills and trusts help you plan ahead so that your children are always cared for, no matter what the future brings. First, we’ll cover the basics of estate planning for…
It’s important to start talking about money when your kids are still young. The more they learn about how money works, the better they’ll be at handling it when they’re adults. These conversations can be difficult, but shielding your children from financial matters will not do them any favors in the future. Unless they learn…
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