Estate planning can give a testator peace of mind and allows them to craft a legacy. They can protect their loved ones and arrange for their own support in the event of a medical emergency. For many testators, a will is the most important legal instrument included in...
Sun City Estate Planning Blog
Pet trusts: Ensuring your pets are cared for after you’re gone
Even people who give estate planning necessary time and thought too often neglect to include their pets in their plans. Oftentimes, they assume they’ll outlive them or that someone in their family will take them. Even if a relative or friend promises to take care of...
Planning for long-term care and its impact on your estate
As you age, planning for your own long-term care becomes an essential component of your financial and estate planning. Planning ahead can help ensure that age-related challenges do not affect the quality of your golden years. While it’s easy to avoid thinking about...
Can people create estate plans that will bypass probate court?
Probate courts help protect those who lose loved ones. The probate courts oversee estate administration to ensure that personal representatives follow the instructions of deceased individuals. They also help ensure the proper application of intestate succession rules...
Why is it so important to regularly update an estate plan?
Many people make common estate planning mistakes. The most common and dangerous involves indefinite procrastination. Quite a few people put off estate planning and may eventually die or experience a medical emergency without the protection of estate planning...
3 ways to address a primary residence in an estate plan
Every adult putting together an Arizona estate plan has different priorities. For some people, preparing for incapacity as they age is a top priority. For others, ensuring that a guardian is available to take care of their children might be the most important...
How to prepare for a smooth probate process
The probate process helps protect the rights of creditors, heirs and beneficiaries. By having the courts oversee aspects of estate administration, Arizona limits the possibility of misconduct and oversights causing financial damage to interested parties. Some people...
How can I minimize estate taxes?
The more successful someone has been throughout their life, the bigger their final legacy may potentially become. Resources that they have saved and accumulated through professional success or investments could help support their loved ones or even charitable causes...
A common mistake people make when disinheriting a child
Some testators establishing Arizona estate plans have very straightforward goals. They want to provide for their spouses and leave each of their children or grandchildren an equivalent share of their remaining assets. Other people have very unique desires because of...
Estate planning concerns if you live in two states
Arizona has become one of the more popular destinations for retired adults. There are many snowbirds in Arizona who spend the colder seasons in Arizona and the remainder of the year in the state where they lived and worked previously. There are also people who work...