Blog

Planning for where your money and property will go after your passing is challenging, especially when you’re facing difficult family dynamics. While few of our clients want to completely disinherit their family members, it does happen in some circumstances. When that happens, it’s natural to ask whether you can leave someone out of your will....

Retirement Accounts Usually Transfer By Beneficiary Designation, Not By A Will A surprising number of estate problems start with something small: a beneficiary form that was filled out quickly, filed away, and never revisited. Retirement accounts are often among the largest assets a family inherits, yet they don't always comply with a will's instructions. That's...

Most people treat estate planning like a one‑and‑done chore. You sign the papers, stash them somewhere safe, and then forget about them. The truth is, though, an estate plan is less like a time capsule and more like a living roadmap for your family’s future. If life keeps changing (and it always does), your estate...

Families who don’t update their estate plans could face real financial consequences A wide range of legal changes will go into effect next year that will have a big impact on estate planning and tax implications for many people in the future, according to WealthManagement.com’s analysis of the impending estate planning changes. The estate planning...

What Diane Keaton’s Dog Teaches About Smart Pet Planning When news broke that actress Diane Keaton reportedly left $5 million to her golden retriever, Reggie, the story sparked fascination and debate. How does a person leave money to a pet? And is it even necessary to do so? For celebrity estates worth millions, it’s easy...

Thoughtful Planning Can Protect Your Legacy...And Your Child’s Future Passing down your assets is about more than dollars and cents. For many Arizona parents, it’s a deeply personal act of love—one that represents years of hard work and a desire to create stability for the next generation. But even the most responsible families worry about...

Protect your legacy with help from an Arizona estate planning lawyer When you start thinking about what happens to your assets after you're gone or how to protect them while you’re still here, trusts often come up in the conversation. A trust is a legal arrangement where one party (the trustee) holds and manages assets...

Here's how you can protect your loved one’s future Families with children or adults who have disabilities face unique worries. One of the most pressing concerns is making sure their loved one is cared for after they’re gone. Writing a simple will may feel like the right step, but in Arizona, such a plan often...

When an estate goes through probate in Arizona, it doesn’t just move through the court system. It becomes a matter of public record. That means anyone can see who inherited what, how much it was worth, and what debts were left behind. For families who value discretion, the probate process can feel like an unnecessary...

Arizona Parents Need a Plan to Protect Their Children’s Future As a parent, you spend your days thinking about your children’s future, safety, happiness, and potential. You guide, nurture, and protect them with everything you’ve got. But one question most parents avoid is this: What happens to my children if something happens to me? It’s...