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...
Sun City Estate Planning Blog
Arizona’s holographic will law
We recently wrote about the trouble Aretha Franklin's estate is having due to the recent discovery of a number of handwritten wills. These documents can be problematic for a number of reasons. Oftentimes it's unclear who is being named as a beneficiary or heir. Also,...
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,...
Estate planning considerations as you enter a second marriage
There are numerous situations that can arise in life that may warrant you taking a second look at your estate plan, and entering into a second marriage presents one such circumstance. Anytime your family changes, whether because of divorce, a new child or what have...
Arizona’s requirements for a legally valid will
Many Arizonans think of wills as simple documents they can utilize to dictate how their assets will be distributed upon their death. While this is true in a broad context, these estate planning vehicles can be quite detailed, and they are automatically legally valid....
Aretha Franklin’s handwritten wills may present problems
If Sun City residents have heard of the estate-planning debacle surrounding the estate of famed singer Aretha Franklin, then you know just how dangerous it can be to forego estate planning altogether. Yet, even mediocre estate planning can prove problematic. It can...
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...
When is it time to change your power of attorney documents?
When you get around to drafting an estate plan, your life may look one way. Years later, however, things may change, and your life may have gone in an entirely different route. Updating your estate plan is something particular life events dictate. For example, getting...
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...

