Many Arizonans think of estate planning as a way to ensure that their loved ones will receive a fair share of estate assets upon their passing. While this is true in many instances, the beauty of estate planning is that it can be custom-tailored to fit one's unique...
Sun City Estate Planning Blog
Do you really own valuable antiques?
If you own antiques, they may well become part of your Arizona estate plan. After all, they represent highly valuable assets – or do they? Unfortunately, TV programs like Antiques Roadshow, et al notwithstanding, just because you own something old does not necessarily...
Certain estate plan players can play pivotal role in outcome
At first glance you might think that estate planning is a simple process. After all, you only need to decide where your assets will go upon your passing, then devise legal documents indicating your wishes. This very basic assumption is correct to a certain extent, but...
Sun City firm helping realize estate planning goals
Our topic of discussion last week on the blog was conservatorships. Although these court-ordered arrangements can prove beneficial, they can leave some individuals feeling uneasy, and for good reason. Fortunately for these individuals, this issue can be completely...
What is a “conservatorship” in elder law?
Oftentimes the anxiety that comes with growing older stems from the uneasiness a person feels when thinking about nearing death or merely becoming less capable of doing the day-to-day activities that he or she enjoys. At its heart, estate planning seeks to reduce or...
Long-term care and how to pay for it
When Arizonans engage in estate planning, they often think about how best to protect their assets and ensure that their beneficiaries receive those assets upon the planner's death. In a nutshell, this is the heart of estate planning. However, there are many other...
3 benefits of a special needs trust
It is important to provide for your loved ones and ensure they are financially stable after you pass away. This can be fairly involved in and of itself, but you face additional challenges when you are establishing an estate plan with a beneficiary who has special...
Undue influence may affect Stan Lee’s estate plan
Arizona estate planning is not just for the wealthy. In fact, a competent estate plan can help people of all walks of life ensure that their physical, emotional and financial well-being, as well as the financial security of their loved ones, is as fully protected as...
Estate planning: how to avoid losing an estate
When done correctly, estate planning can help protect assets in a way that ensures that heirs and beneficiaries are able to retain as much of the estate's wealth as possible. This may mean utilizing wills and trusts to direct asset distribution upon death, but it may...
Wills: the competency determination
On their face, wills are relatively simple. However, their simplicity should not cloud the fact that they can have a significant impact on how an estate is distributed. This means that any minor mistake in this legal document can have tremendous consequences,...

