3 Reasons You Want to Avoid Probate

When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) solely in your individual name. Although having a will is a good basic form of planning, a will [...]

2017-03-01T14:15:55+00:00 March 1st, 2017|Preventing Estate Challenges|0 Comments

Should You Act As Personal Representative?

There may be a time where you are asked by a family member or friend to serve as the executor, which in Arizona is called a personal representative (hereafter, “PR”), of their estate. The question is, should you? While an honor to be asked, acting as PR is a time-consuming, detailed job with many obligations [...]

2017-02-16T16:16:28+00:00 February 16th, 2017|Preventing Estate Challenges|0 Comments

Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust [...]

2017-02-09T15:34:37+00:00 February 9th, 2017|Trusts, Wills|2 Comments

Who Needs Asset Protection?

There is a common misconception that only crooks or the super wealthy need asset protection. In reality, everyday people should have asset protection planning. Comprehensive estate planning can protect you from each of these dangers that otherwise may cause the loss of some or all of your estate: Spendthrift Beneficiaries: Studies show that we do [...]

2017-02-01T14:41:22+00:00 February 1st, 2017|Assests|0 Comments

Why Homemade Wills Do Not Work

Drafting your own will or using a form that you purchased online to create a will, might seem like a good idea that will save you money. However, those wills often fail to do much more than create large legal bills in probate. Wills often sound like simple legal documents. In a sense, they are. [...]

2016-12-28T01:54:36+00:00 December 19th, 2016|Preventing Estate Challenges|0 Comments

A Charitable Legacy Requires Planning

If you want to be remembered for charitable giving, then you should get started with an estate plan. At this time of year, it can seem like giving to charity is something done with little forethought. It can require no more than dropping loose change in a bell ringer's bowl at the grocery store or [...]

2016-12-28T01:53:11+00:00 December 17th, 2016|Trusts|0 Comments

Dementia Rate Declining

A survey reveals the overall rate of dementia in the U.S. is declining, but the reasons are not clear. It has long been expected that as more and more Americans lived into older age and continued to suffer from obesity, diabetes and high cholesterol, the percentage of the population with dementia would increase. Some very [...]

2016-12-28T01:52:13+00:00 December 15th, 2016|Elder Law|0 Comments

Family Squabbles Can Hurt Elderly Parents

When an elderly parent is approaching the end of life, the ability of the family to come together and agree on treatment and care is vital to ease the parent's suffering. The last thing that most end of life patients want to deal with, is a family feud over the patient’s medical treatment and care. [...]

2016-12-28T01:51:36+00:00 December 15th, 2016|Family Feuds|0 Comments