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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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Demand for Estate Planning Grows for Millennials Caring for Family

Estate planning decisions can be complicated for people of any age. This includes millennials, who have discovered the challenges of estate planning as more of them care for older family members. And unlike previous generations, millennials want to plan differently for the future, according to a recent study by Trust & Will as reported by...

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Single Adults Have Different Estate Planning Concerns

An Arizona Estate Planning Attorney Provides the Details Often, discussions about estate planning center around an assumption that the person looking to create the plan is married with children. But of course, that’s not always the case. Unmarried and childless individuals need guidance too when it comes to planning for their future. As Forbes senior...

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What You Should Know About Special Needs Trusts

An Arizona estate planning attorney explains Estate planning is something that everyone needs to think about. It’s a way to ensure that your assets are used in a way that protects your family. There can be many different parts to an estate plan, depending on your situation. Families with loved ones who are disabled may...

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Pet Trusts Provide Pet Owners Peace of Mind

To many people, their pets are not only “man’s best friend” but beloved family members. These pet lovers aren’t merely pet owners, they’re proud mothers and fathers of their “fur babies.” So to many, it is critical that caring for their pet’s well-being continues if they’re incapable of caring for them. One method to make...

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Does Your Estate Plan Pass the Multigenerational Test?

"Life happens" for every generation: parents, children, grandchildren, or great-grandchildren. So, it is important to consider how you want to leave your legacy through multi-generation estate planning. According to a recent Forbes article, the amount of wealth that will pass down from generations over the next decade will be more than any generation in the...

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