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An estate plan needs to be updated over time. Ideally, people will make a plan long before their family needs to use it. They then have to make adjustments and updates as the years go by to ensure that it remains current. One way to better ensure that documents remain...
For some estates in Arizona, probate oversight is inevitable. The valuable property that someone leaves behind, including real estate that they may own, may necessitate oversight from a probate court as it is managed by an estate administrator. It isn't always...
Becoming a homeowner is a huge accomplishment – but it also comes with a lot of responsibilities. One of those responsibilities that may not be immediately apparent is the need to create an estate plan (or update the one you already have). Not only is a home a very...
When someone has significant personal property in their name, their estate planning needs will be different than those with fewer personal assets. They need to worry about taxes, outside claims against their estate and how loved ones might misuse a large inheritance....
Perhaps someone previously agreed to serve as the personal representative or executor of someone's estate. Maybe they never had a discussion about estate planning, but they are the closest living family member of a deceased individual. Sometimes, individuals with a...
Estate plans allow people to outline their medical wishes in the event of a major emergency and their plans for their final legacy after they die. The terms people include are often very personal and prioritize the support and comfort of their closest family members....
In some ways, the executor of an estate has significant authority. They will be the one to attend probate court hearings and control estate assets. However, in most cases, they are subject to two crucial forms of control. The first is that they must abide by both...
For older adults with significant personal resources, strategic giving is often a key part of their estate planning process. They make gifts to loved ones that do not create gift tax liability but that slowly diminished the value of their estate so that they won't...
For most parents, children will be the main beneficiaries when they put together their estate plans. Young children will require help if their parents die before they become adults. Many parents still want their children to receive most of their assets even when they...
Older adults sometimes have a false sense of security when it comes to their estate plans. Especially if they created documents earlier in life, they probably assume that the people they love will have support and will be able to carry out their last wishes. However,...
