Writing a will is a step that every adult needs to take. However, if you want your will to work, you need to make sure that it's legally valid. Every state has its own laws regarding legal wills—for example, electronic wills are only allowed in...
If you are supporting someone with a disability, it can be difficult to ensure their financial security while still preserving their eligibility for government benefits. That’s where a Special Needs Trust (SNT) comes in. These irrevocable trusts are designed to provide for the unique needs...
Have you discussed your medical preferences with your loved ones? It’s important to have those wishes in writing to ensure you get the best possible care just in case you can’t communicate them yourself. However, when it comes to getting their estate planning documents in...
When cabin fever starts to take its toll, it’s time to get out and embrace the beauty of winter in Arizona. With mild temperatures and diverse landscapes, the Phoenix Valley offers a multitude of outdoor activities and adventures that will help you shake off the...
It can be uncomfortable to talk to your children about their inheritance. While you don’t have to tell your children exactly how much they will inherit, it is a good idea to have a conversation with them about what to do with an inheritance. If...
A revocable living trust is a powerful estate planning tool, but it's only effective as long as you remember to fund it after you set it up. That means retitling your assets or naming the trust as the beneficiary of certain accounts. For instance, putting...
Congratulations on setting an appointment to meet with an estate planning attorney! That is an important first step in setting up your estate plan. If this is your first time speaking with an advisor, chances are good you have questions on what to bring to...
Are you wondering if Arizona is a good place to retire? Our answer would be a resounding “YES!” Not only is Arizona a tax-friendly state for seniors with a wide array of desirable cities, there are many other pros to settling down here for your...
Whether you’re single or in a relationship, everyone needs an estate plan to provide them with peace of mind about the future. However, unmarried couples in particular face some unique challenges, because they don’t have the same legal protections as married couples. If you would...
Cryptocurrency saw a huge surge in popularity a few years ago. Celebrities were promoting it in commercials, and suddenly it seemed like everyone was investing. However, it's still a fairly new phenomenon, so people naturally have a lot of concerns when it comes to leaving...