Estate Planning


DIY wills

09 Aug Online DIY Wills

  Since March, many of us have been working remotely at least part of the time. The COVID shutdown has created a new workspace reality. We are used to having virtual meetings, access to social media without restriction, and almost unlimited scheduling flexibility. With our computers,...

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crt estate planning

12 Sep What Is a CRT and When Would I Use It?

  Are you curious about a charitable remainder trust (CRT) distribution or how it relates to estate planning? Learning more about estate planning vehicles like irrevocable trusts and charitable remainder trusts will help you select the right ones for your situation.  We’ll cover those topics here and...

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estate planning for young families, what documents should a young person have in their estate plan?

01 Sep Estate Planning for Young Families in Arizona

  Julie, an estate planner, recently went out for dinner with her friend Jordan. While they were eating, Jordan mentioned a show she had seen about the luxurious expanse of Drake’s mansion. “His estate is huge!” she remarked, which turned the conversation toward the word “estate.”...

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