Estate Planning
Why Is Estate Planning Important?
Managing and planning one’s estate sounds like a task reserved for the uber-rich. However, that’s a common, and potentially costly, misconception.
May 2, 2025
Estate Planning
Keep Your Life Private with a Trust
One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.
April 30, 2025
Estate Planning
Think of Estate Planning as a Gift to Loved Ones
Estate planning isn’t about focusing on your demise; it’s about taking control and making decisions that ensure that your loved ones are cared for.
April 28, 2025
Estate Planning
Trust vs. Will? Why You Actually Need Both for Estate Planning in Mesa
Wondering whether a trust or a will is better for your estate plan? The answer might be both. Learn why combining these tools offers stronger protection, more privacy, and greater peace of mind—especially for families in Mesa looking to simplify their estate planning process.
April 27, 2025
Estate Planning
Power of Attorney Protects You from Adult Guardianship
A power of attorney ensures that a trusted person can make decisions on your behalf, preventing the need for a court-appointed guardian.
April 25, 2025
Advanced Directives
Estate Planning Steps for Retirement
Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.
April 23, 2025
Estate Planning
What Does a Special Needs Trust Pay?
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
April 21, 2025
Estate Planning
Do You Pay Taxes when You Sell Inherited Property?
Inherited property can come with unexpected tax consequences if you’re not prepared. Understanding how a step-up in basis affects capital gains tax is essential for Arizona residents. Learn how this rule works, when taxes apply, and why timing matters when selling inherited assets.
April 3, 2025
Estate Planning
Estate Planning Is Essential for Unconventional Couples
For all couples, conventional or not, planning is important. For unconventional couples, it is essential and a basic ingredient of a loving relationship.
March 27, 2025
Estate Planning
What are Best Practices for Estate Planning?
Create a more effective estate plan and avoid common mistakes by following these seven best practices.
March 24, 2025