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Going through a divorce changes nearly every aspect of your life, including your estate plan. In Arizona, divorce impacts key elements of an estate plan automatically, but there are additional steps you should take with the guidance of an experienced Arizona estate planning lawyer to protect your assets, family, and future wishes. Working with an...

Estate planning often feels like putting together a puzzle. Each piece needs to fit perfectly to pass on your legacy the way you intend. One of the trickiest puzzle pieces? Tax rules. These rules can change periodically, and when they do, they often require adjustments to your estate planning strategy. In 2023, the IRS introduced...

We all know that life isn't permanent, but let's face it—death isn't exactly anyone's favorite topic of conversation. It's easy to push estate planning to the back burner, but waiting too long could leave you unprepared. Even if you're among the one-third of Americans with a will, there's still more work to be done. Our estate...

Most people know that probate is the legal process of settling a deceased person’s affairs and transferring their money and property to the next generation. However, many are unfamiliar with what the probate process entails and how challenging it can be. Unfortunately, too many people only find out about the probate process when they’re in...

Estate planning is a crucial step in securing the financial future for you and your family. However, it requires careful consideration to ensure sound decisions are made. Both wills and trusts outline how your assets will be distributed after you pass away and designate an individual to execute these instructions. Despite these similarities, wills and...

Having an estate plan is a key financial step for everyone, regardless of your wealth or financial situation. At its core, estate planning involves making decisions about what should happen after you pass away or become incapacitated and unable to make health-related or financial decisions on your own. Documenting these decisions is important to ensure...

The federal estate and gift tax exemption may be halved soon unless Congress acts. Because it is unclear what will happen to the significant tax break, many wealthy individuals are being advised to make large transfers under the cap before 2026. In Arizona, acting before the deadline could lead to substantial tax savings and a...

Generational wealth loss refers to the decline or disappearance of wealth that was accumulated by one generation but fails to be maintained or passed down to subsequent generations. This phenomenon can occur for various reasons that often include: Financial mismanagement, such as poor investment choices, excessive spending, or risky financial behavior by the heirs of...

In Arizona, navigating the process of settling a deceased person's estate can often lead to legal confusion and disputes among beneficiaries. However, with the help of an experienced probate lawyer, you can ensure that these disputes are effectively resolved and that you remain in compliance with Arizona estate laws. A probate lawyer is a state-licensed...

When it comes to estate planning, wills and trusts define how an individual's assets are distributed after their death. However, not all wills and trusts go unchallenged. In Arizona, there are specific grounds to contest wills and trusts. Contested wills and trusts refer to legal challenges brought against the validity of these documents. Contesting a...