You've worked hard to build substantial wealth, but creating a comprehensive estate plan requires more than basic wills and trusts. Your complex financial situation demands an integrated approach that considers all aspects of your legacy. Without proper coordination...
Sun City Estate Planning Blog
Protecting minor children with a robust estate plan
Some people establish estate plans to protect their resources as they age. For others, the main incentive is a desire to protect their closest loved ones. People who may have previously avoided estate planning may start thinking about the distant future and...
Understanding reciprocal or “mirror” wills
Married couples who have been together for many years and who share nearly all of their assets often want to put a joint will in place. They know it’s important to have a will, but they don’t see the point of having two. There are a number of issues with a joint will,...
Utilizing life insurance in your estate planning process
Estate planning allows people to establish a very specific kind of legacy. They work with a lawyer to draft documents that allow them to allocate their resources to specific beneficiaries after their passing. What other people inherit from the estate may influence how...
3 requirements for a valid Arizona will
Estate planning can give a testator peace of mind and allows them to craft a legacy. They can protect their loved ones and arrange for their own support in the event of a medical emergency. For many testators, a will is the most important legal instrument included in...
Pet trusts: Ensuring your pets are cared for after you’re gone
Even people who give estate planning necessary time and thought too often neglect to include their pets in their plans. Oftentimes, they assume they’ll outlive them or that someone in their family will take them. Even if a relative or friend promises to take care of...
Planning for long-term care and its impact on your estate
As you age, planning for your own long-term care becomes an essential component of your financial and estate planning. Planning ahead can help ensure that age-related challenges do not affect the quality of your golden years. While it’s easy to avoid thinking about...
Can people create estate plans that will bypass probate court?
Probate courts help protect those who lose loved ones. The probate courts oversee estate administration to ensure that personal representatives follow the instructions of deceased individuals. They also help ensure the proper application of intestate succession rules...
Why is it so important to regularly update an estate plan?
Many people make common estate planning mistakes. The most common and dangerous involves indefinite procrastination. Quite a few people put off estate planning and may eventually die or experience a medical emergency without the protection of estate planning...
3 ways to address a primary residence in an estate plan
Every adult putting together an Arizona estate plan has different priorities. For some people, preparing for incapacity as they age is a top priority. For others, ensuring that a guardian is available to take care of their children might be the most important...

