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Sun City Estate Planning Blog
Finances are a critical role to remember when naming an executor
Managing an estate can takes years, thanks to a marriage of timelines and effort. That responsibility will fall on the shoulders of the executor you choose in your will, and it’s crucial that you pen the right name. The person you name as executor could spend at least...
What does it mean if someone passes away “intestate?”
Even those with the most minor amount of property and assets should seriously consider creating an estate plan. In fact, estate plans are only for asset division upon your death. They can provide security for your children in the form of assigned guardianship if you...
Understanding special needs trusts
When you have a family member or loved one with a mental disability or a condition that prevents them from overseeing their finances, a special needs trust can be a safe way to house assets for them to use in the future. What are the benefits of a special needs trust?...
Having a power of attorney is essential for estate planning
Estate planning is complicated. Conversations with loved ones about managing health and finances can be awkward and difficult to initiate. But they are essential for prudent estate planning and controlling your legacy. There is ample work to do to bring the United...
What is an advance directive and why is it so important?
Estate planning is not just about writing a will and deciding who will inherit what. It is also about ensuring you are cared for in ways with which you are comfortable. Yet this aspect is often overlooked or neglected. As a result, most people are missing an...
4 things to consider when choosing a trustee
When you create a trust for your inheritance, you will need someone to manage it when you’re gone. This trustee will take care of your assets and follow your instructions to distribute them to your heirs. But what makes a good trustee? You want someone who will make...
Satisfying wishes of the deceased in Arizona probate court
Your loved one has passed on, and it can be a trying time for your family. You want to carry out their final wishes with care and expediency, but you must take steps to ensure you do it in accordance with Arizona state law. Probate is a common part of the process...
Choosing the right people to make decisions for you
When drafting an estate plan in Sun City, you may have some tough decisions to make. Aside from how you want your property split upon your death, you need to decide on the people you want left in charge. Some of the documents in your estate plan have to do with...
Dealing with issues of fairness during estate planning
A lot of hard decisions must be made during the estate planning process. Individuals who are creating an estate plan must identify heirs and beneficiaries and determine what type of asset distribution plan fits the needs of everyone involved, as well as the estate...
Estate planning for Millennials
Believe it or not, Millennials are now legal adults. This means that they, too, are dealing with the common financial decisions that face most Americans. However, given their unique position in the world, Millennials face some different challenges that may make it...
