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When it comes to estate planning, trusts are essential tools that help individuals manage their assets and provide for their loved ones. There are many different types of trusts, but they fall into two categories: irrevocable trusts and revocable trusts. While both serve the purpose of asset management and distribution, they have distinct characteristics that […]
Do I need a Beneficiary Designation or a Living Trust in Arizona?
Just a couple days ago I had a client that asked me this question. This particular client had a house that was going to one single beneficiary which was her son, she had a few bank accounts and some IRA’s. She had a beneficiary designation set up on everything already except for the house. In […]
The (Mostly) Complete Guide To Special Needs Trusts
Caring for a loved one with special needs requires careful planning to ensure they have the necessary financial resources to provide for their long-term welfare and support. Special needs trusts are an essential tool in this planning process. This blog post aims to provide you with a comprehensive understanding of what special needs trusts are, […]
The Four Foundational Documents Inside An Estate Plan
Having a complete estate plan usually involves at least four essential documents. These documents should all work together to create a comprehensive and cohesive estate plan for you and your assets which will allow peace and simplicity for your family and heirs after you pass. The Last Will And Testament The Last Will and Testament […]
Why DIY Estate Planning Documents Are a Scary Choice: Let an Attorney Handle the Tricks and Treats
Many people like to save money and save time. They are looking for a fast and cheap way to accomplish their goals. Doing estate planning with an online do-it-yourself program or website may seem enticing and looks like the quick, easy, and affordable option you are looking for… However, there are far too many estate […]
Understanding the Difference: Wills vs. Trust–Which is Right For You?
When it comes to planning your estate and ensuring your wishes are honored after you are gone, two powerful tools come into play. But which one is right for you? A Last Will and Testament is commonly referred to as just a will. A living trust is another estate planning document often used by people […]
How To Involve Your Family In Your Estate Plan
When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your estate. But one thing that is integral to the process is often the one reason […]
Should I Have A Will Or A Trust In My Estate Plan?
There are many different ways to prepare for your future with your estate planning attorney. There are many different types of documents, plans, and decisions that you have to make when deciding how you want to distribute your estate. When looking at the options and deciding what estate plan is best for your situation, you […]
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