Let’s face it- probate isn’t exactly a word most people want to hear. As a matter of fact, most people want to avoid probate like the plague. Probate doesn’t have to be overwhelming. In Arizona, many probate cases can be smooth and manageable, especially if you’re dealing with a simple...

When it comes to estate planning, many people may not realize the significant overlap between real estate and the legal intricacies of managing their estate. I get questions all the time from my estate planning clients about how to properly pass on their home or other real estate properties most...

Transferring your house to your child while you are still alive might seem like a straightforward strategy to avoid probate after your passing. However, this approach can lead to a myriad of issues that you may not expect. My advice is do NOT do it. Some people decide to just...

As an attorney specializing in estate planning, I often encounter clients who underestimate the importance of having a comprehensive estate plan in place. This is particularly true for farmers and ranchers, whose livelihoods are deeply tied to their land, livestock, and family. Estate planning is not just about distributing assets...

Deciding who will handle your affairs if you become incapacitated is one of the most important decisions you'll ever make. The agent (also known as your attorney-in-fact) you choose in your power of attorney (POA) document will be entrusted with significant responsibility. This role should not be taken lightly. Depending...

When I first started my journey as an estate planning attorney, I remember sitting down with a couple who had just purchased their dream home together. When I brought up the topic of estate planning, they looked at me, puzzled. “We don’t need an estate plan,” they said confidently. “Both...

For most people, an estate plan is a way to avoid probate and ensure their assets are distributed in a manner of their choosing. However, many fail to create estate plans or do not create them effectively and then their assets are subject to state laws. Arizona intestacy laws do...

As I recently went on a hike to enjoy our perfect Arizona winter weather and our breathtaking landscapes, I was reminded that all too soon we will start to warm up again. Many of our Arizona residents will flee the brutal heat and head to cooler weather. Although I am...

Understanding pets trusts. For many individuals, pets are integral members of the family. Considering their future and well-being is a crucial element of planning. In some cases, pets may be the primary beneficiaries of an inheritance, while in others, a portion of the estate is allocated for their care and...

Growing up in a small town meant driving was a part of life. Whether it was heading to the grocery store, the movie theater, a restaurant, or school, we always had to hop in the car. I learned to enjoy the beauty of the scenery and appreciate the marvels of...

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,...

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...

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...

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...

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...

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...

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...

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...