Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
My daughter is on Medicaid. If I give her my home in my will, what will happen to her benefits?
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
Use it to fine-tune the variables, including how much to give, how it changes your tax picture, how your cashflows are impacted, and how much is left to heirs.
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
The conversation about being prepared for the passing of a partner can be difficult to have but navigating the issue can be more complicated for LGBTQ+ families.
An appellate judge dubs probate court ‘the Unhappiest Place on Earth,’ as Disney heir Bradford Lund has lost an appeal stemming from his fight to claim his fortune.
Should I terminate these trusts and just have my children as beneficiaries of my investment accounts and life insurance?
This legal document can also be beneficial in other situations, such as if you want to leave an inheritance to someone but aren’t sure they will use the gift wisely.
Workers who are nearing age 65 and have health insurance through their job may want to consider how Medicare could factor into their medical coverage.
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