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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 add their child onto the […]
Choosing an Agent For Your Power of Attorney: A Deeply Personal Decision
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 on the type of POA […]
Do I Need an Estate Plan If Both Names Are on the Deed?
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 our names are on the […]
Estate Planning for the Blended Family: Planning to Keep a New Spouse and All the Kids Happy
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 not always provide the results […]
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 […]
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 […]
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