17 Jan Reason #3 to Review your Estate Plan in 2017: Changes in Beneficiaries
Posted at 11:21h
in Uncategorized
One of the most crucial reasons to update your estate plan has to do with changes to your beneficiaries. An out of date trust that provides for the wrong beneficiaries (or the right beneficiaries in the wrong way) can spell disaster for a family. We...
24 Oct What to Do After a Loved One Passes
Losing someone you love is never easy. Between the shock, the sadness, and all the details that suddenly need your attention, it’s hard to know where to start. And there’s a long list of difficult tasks to tackle, like making calls to family and friends...
29 Sep How to Leave Unequal Inheritances Without Causing a Family Rift
Posted at 07:24h
in Estate Planning
When it comes to leaving an inheritance, every family’s situation is unique. As an estate planning firm in Arizona, one of the most sensitive topics we encounter with clients is how to deal with an unequal inheritance. While it may feel easier to divide everything...
23 Sep Family-Friendly Fall Activities in Phoenix
Fall in Arizona is one of the best times of year to get outside. With the cooler weather and plenty of community events throughout the valley, families can make lasting memories together before the busy holiday season sets in. Whether you love pumpkin patches, scenic...
02 Sep How Arizona’s Community Property Laws Affect Your Estate Plan
Only nine states in the U.S. follow community property laws, and Arizona happens to be one of them. If you’re married and living here, this means that nearly everything you and your spouse acquire during your marriage is considered jointly owned. Your joint property can...
16 Jul How to Plan for Long-Term Care Without Draining Your Estate
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...