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How to Safeguard Your Assets With a Smart Estate Plan When you’ve spent years building wealth and providing for your family, the last thing you want is to see those hard-earned assets drained by creditors. In Arizona, proactive estate planning is one of the most effective ways to shield your estate from unnecessary loss—both during...

Let’s make one thing clear up front: everyone needs an estate plan, sooner than later. Even young adults need to have a plan in place just in case something unexpected happens. But if you’ve made it to retirement without an estate plan—or if you haven’t touched your estate plan in years—then it’s especially critical to...

Make sure your legacy is fully protected Creating your estate plan is one of the most important decisions you’ll make in your life. A well-crafted estate plan can provide invaluable peace of mind during your lifetime and ensure your legacy is protected after you’re gone. On the other hand, estate planning mistakes can have significant...

As of January 1, 2025, Arizona renters are catching a much-needed break as the state puts an end to residential rental taxes. This new tax law, signed by Governor Katie Hobbs, is designed to ease the financial strain on renters struggling with soaring housing costs. With rents climbing by 72% in recent years and a...

A medical power of attorney grants someone you trust the authority to make critical healthcare decisions when you can’t speak for yourself. Whether due to illness, injury, or age-related decline, this legal document ensures your medical wishes are respected. However, choosing the right person for this role requires more than just picking someone you love;...

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...