Estate Planning


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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when to start estate planning

05 Aug Estate Planning in Your 20s

  Wondering when to start estate planning? It’s a question that pops up from time to time, but in young adult life it can seem unimportant. Many young people consider estate planning the type of task that can gets pushed off for another time...

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what happens when your partner dies?

23 Jul Death Benefits for Unmarried Couples

  Are you wondering what happens when your partner dies? How will the surviving loved one be cared for? Death benefits for unmarried couples only exist if you create them. You can decide where your assets go—whether you give them to friends, family, charities, or a...

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who needs estate planning? do I really need an estate planner?

06 Jun Do I Really Need Estate Planning?

  Estate planning can sound inaccessible to some people, as if it’s an elite tool that’s not appropriate for everyone. If financial end-of-life planning isn’t a topic circulating through your peer group, it can seem far-off or irrelevant. However, neither of these assumptions are true.  Many people...

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