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...
trusts
Our Sun City firm is adept at utilizing trusts
If you find yourself hesitating to take the plunge into estate planning, you're not alone. Many Arizonans procrastinate when dealing with their estate, and for a variety of reasons. Some are afraid to confront their own mortality, while others are simply overwhelmed...
A primer on the revocable trust
There are many estate planning legal documents that an Arizonan can utilize to ensure that his or her assets are handled in accordance with his or her wishes. For some, this means creating a simple will. For others, more extensive planning is needed. One of a variety...
Competent legal help available for estate plan modification
After completing an estate plan, many Arizonans feel a tremendous sense of relief. They certainly should, as taking this huge step is the best way to not only ensure that loved one's are adequately cared for in the event of one's death, but also that one's estate is...
Estate planning and the qualified personal residence trust
If you're a reader of this blog, then you likely know that there are many estate planning options available to you. You can utilize a will, a trust, a power of attorney, a health care directive, or some combination of these tools. What is important is that you pursue...
Why should I consider a special needs trust?
Competent estate planning is one of the best ways to ensure that you can provide for your loved one's after your death. This may mean setting up something basic like a will and revocable trust, or it may require more extensive documentation to ensure that all assets,...
Sun City firm helping Arizonans effectively utilize trusts
One of the greatest benefits of estate planning is the fact that it is a custom-tailored process that can be modified to suit your needs. Although many find great relief in the number of options available to them, others find the matter completely overwhelming. They...
Retitling assets to fit your estate planning needs
Figuring out how to leave assets to loved ones can be more challenging than expected. You might start out wanting to evenly divide your estate, then find yourself considering the type of relationship you have with each identified beneficiary and heir. This can be a...
Consider trusts to control asset division among adult children
Most estate plans leave assets to spouses and the testator's children. When multiple children are involved, a significant number of estate planners choose to distribute their assets equally amongst them. This isn't a requirement, of course, and many individuals feel...
How to utilize a trust when dealing with blended family issues
Blended families are common across Arizona. Within these families, children from previous relationships are brought into the familial fold, sometimes with open arms and sometimes with conflict. Regardless of the relationship that forms between these individuals,...