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Sadly, many Arizonans view estate planning as a burdensome, depressing endeavor that is better left for later. However, estate planning has considerable significance. After all, the terms laid out in an estate plan, or the lack of an estate plan, will dictate how...
Estate planning can be an enormously complex endeavor. This is especially true when an individual identifies a number of heirs and beneficiaries and there are significant assets with which to deal. However, while passing down retirement accounts and homes can be...
While a lot of estate planning focuses on the nuts and bolts of leaving assets to loved ones, it can also include matters related to end of life care. This is why it is important to give due considerations to legal documents like health care directives. A health care...
The creation of a trust can have a profound impact on its identified beneficiaries. If handled correctly, these estate planning tools can provide financial resources for years to come. The assets contained within those trusts can provide money needed for a...
One of the most important estate planning decisions you will make is selecting your health care power of attorney. A health care power of attorney, also known as a health care proxy, is an individual you designate to make medical and health decisions on your behalf in...
Many Arizonans share accounts with a spouse or other loved one. While these accounts can become subject to legal proceedings like divorce, they can also play a pivotal role in estate planning. Generally speaking, a jointly-held account will transfer to the other owner...
Wills are usually the most basic form of estate planning. They can be relatively simple in nature and easy to create for Sun City residents. Yet, a 2017 survey found that 58 percent of Americans have not created any estate planning documents. This is a staggering...
Generally speaking, the more assets an individual has the more detailed his or her estate plan needs to be. The same holds true when there are multiple heirs in play. While most people focus on divvying up their personal property, familial home, and bank and...
Pets can become an integral part of our families. Millions of Americans treat these animals like their own children, pampering them and providing them with the utmost care. While humans have a longer life expectancy than most pets, oftentimes owners pass away before...
Estate planning is often seen as a way to dictate how assets will be distributed to one's family upon death. This can sometimes be a pretty straightforward process, especially when assets are to be divided amongst a spouse and children. Since this is the prevailing...
