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Special Needs & Estate Planning: What To Know
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...
Read MoreSix Essential Steps For Your Estate Planning Checklist
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...
Read MoreCharitable Giving and Estate Planning
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...
Read MoreWhat Does Arizona’s Income Tax Cut Mean For You?
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....
Read MoreWhat to Know About Home Sales and Taxes in Arizona
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...
Read MoreImportant Estate Planning Conversations To Have During the Holidays
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...
Read MoreEstate Planning Considerations After the Death of a Spouse
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...
Read MoreEstate Planning Tips for Blended Families
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....
Read MoreCan You Write a Will Without an Estate Planning Lawyer?
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...
Read MoreMistakes to Avoid When Choosing Your Personal Representative
One of the most important decisions you can make when planning your estate is your choice of personal representative (also known as an executor) in your Last Will and Testament. Your personal representative will play a key role in the probate process by preparing an inventory of your assets, filing your final tax return, paying...
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