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Sun City Estate Planning Blog
What is an advance directive and why is it so important?
Estate planning is not just about writing a will and deciding who will inherit what. It is also about ensuring you are cared for in ways with which you are comfortable. Yet this aspect is often overlooked or neglected. As a result, most people are missing an...
4 things to consider when choosing a trustee
When you create a trust for your inheritance, you will need someone to manage it when you’re gone. This trustee will take care of your assets and follow your instructions to distribute them to your heirs. But what makes a good trustee? You want someone who will make...
Satisfying wishes of the deceased in Arizona probate court
Your loved one has passed on, and it can be a trying time for your family. You want to carry out their final wishes with care and expediency, but you must take steps to ensure you do it in accordance with Arizona state law. Probate is a common part of the process...
Choosing the right people to make decisions for you
When drafting an estate plan in Sun City, you may have some tough decisions to make. Aside from how you want your property split upon your death, you need to decide on the people you want left in charge. Some of the documents in your estate plan have to do with...
Dealing with issues of fairness during estate planning
A lot of hard decisions must be made during the estate planning process. Individuals who are creating an estate plan must identify heirs and beneficiaries and determine what type of asset distribution plan fits the needs of everyone involved, as well as the estate...
Estate planning for Millennials
Believe it or not, Millennials are now legal adults. This means that they, too, are dealing with the common financial decisions that face most Americans. However, given their unique position in the world, Millennials face some different challenges that may make it...
Some things to consider when administering an estate
Dealing with the loss of a loved one is challenging to say the least. Many individuals find the emotional turmoil overwhelming without even having to deal with other issues. Unfortunately, many people have to deal with their lost loved one's estate, which can...
Trustees and the fiduciary duty
Serving as the administrator of a trust, also known as a trustee, can be a great honor. In many instances, an individual has named another person in his or her will to serve as the administrator of a trust because he or she trusted the sound judgment of the named...
Our Sun City firm is adept at utilizing trusts
If you find yourself hesitating to take the plunge into estate planning, you're not alone. Many Arizonans procrastinate when dealing with their estate, and for a variety of reasons. Some are afraid to confront their own mortality, while others are simply overwhelmed...
Three key components to effective estate planning
Estate planning can be an intricate process. Depending on the circumstances, numerous legal documents may need to be drafted, and the language in key provisions can be critical to their interpretation. Therefore, a lot of care needs to go into the drafting of these...
