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...
Sun City Estate Planning Blog
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,...
Art and collectibles as part of an estate plan
When it comes to creating a holistic estate plan, one challenge that Arizonans face is accurately identifying and valuating their assets. One reason this issue arises is that, over the course of a lifetime, an individual may simply forget about some of the assets that...
Estate executor carries many responsibilities
There are many aspects to estate planning, all of which need to be carefully considered. Amongst those is choosing estate executors and trust administrators. These individuals are charged with managing either an individual trust or the estate as a whole, and they...
How often should people update their wills?
Millions of Americans lose their lives each year. This heartbreaking time for family members is sometimes made even more difficult when people learn the deceased did not leave behind a will. In some cases, the person had a will, but he or she made it years ago to the...
Reliable Sun City firm with more than 25 years of experience
On its face, much of estate planning seems pretty self-explanatory and simple. Arizonans can even conduct a quick Internet search or visit their local book store and find a number of do-it-yourself and self-help resources that promise to help make estate planning...

