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Always consult an estate planning attorney before changing a trust. Planning for the future is a part of life. We work hard to accumulate assets and provide for our loved ones. One effective estate planning tool that can help ensure the smooth transition of assets is a living trust. This is a powerful way to...

Estate planning can be a helpful tool for families planning for the future. And increasingly, many families that have children with special needs have focused on creating long-term financial plans for their entire family. But as with any estate plan, there are a lot of options to consider. That's why it's essential to identify your specific...

Make sure your legacy is fully protected When you're creating or revising an estate plan, you need to think holistically and take a comprehensive approach. Small details can have a big impact on your family's future. Here are six key steps to ensure that you have an estate plan that accurately reflects your priorities and...

An estate plan gives you control over what happens to your assets when you are gone. Those assets include anything that has financial value – such as your home, bank accounts, investments, and personal property. You decide how you want everything to be distributed among family members. You may also want to distribute some of...

One of the changes the new year has brought to Arizona is a new income tax plan, which took effect one full year ahead of schedule. And for most people in the state, it means they will get a tax cut. The state now has a flat income tax rate of 2.5% for all residents....

A tax attorney can help you understand the potential tax implications. There is a lot to consider when buying or selling a home. What is your price range? Are there problems with the home that need to be addressed? How will I handle the logistics of moving? It can all get pretty confusing. Another thing...

An attorney provides tips on discussing estate planning with family this holiday season. Estate planning might not be the first thing people think about when they think about the holidays. But because this time of year might be the only time that many family members gather together, such gatherings can be a perfect time to...

Our law firm can help you move forward through this difficult time Losing a spouse is hard for anyone. You're not only left to pick up the pieces and learn to live with the hole in your heart but also to handle funeral planning and all the financial and legal implications of their passing. In...

Make sure your legacy and all your heirs are protected Every day, hundreds of new "blended families" are formed in Arizona and throughout the United States. If you and/or your spouse have children from a previous relationship, your estate planning situation may be more complex, especially if you also have children from your current marriage....

You can draft a Will without an estate planning attorney—but should you? One of the most important legal documents individuals should create is a Last Will and Testament. But what is a Will? Why do you need one? And are there other alternatives to this legal document in Arizona? Below, you can find the answers to...