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Estate 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....

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What is the Probate Process in Arizona?

Understanding how the legal proceedings play out when someone dies Probate is simply the legal process that occurs when someone passes away. The probate process determines how the estate (the deceased person's money and property) will be administered and distributed to their heirs and beneficiaries. Under Arizona law, a Last Will and Testament must be...

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Estate Planning During a Bear Market

The power of a plan is never more important than when times are tough Thanks to inflation, rising interest rates, the war in Ukraine, and other economic factors, the S&P 500 officially entered a bear market on Monday, June 13. The definition of "bear" is fairly arbitrary — it means a 20% decline from recent...

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The Pros and Cons of a Living Trust

Arizona families have many options at their disposal to plan for the future, and one of the most versatile options is a living trust. While trusts may be associated with the rich and famous in popular culture, the truth is that they can be useful for people from all walks of life, depending on your...

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