Blog
How Often Should an Estate Plan Be Reviewed?
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...
Read MoreBig Tax Changes Are Coming for Estate Plans in 2026
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...
Read MoreHow Pet Trusts Work and Why More People Are Adding Them to Their Estate Plans
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...
Read MoreHow to Prevent a Child From Squandering Their Inheritance
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...
Read MoreHow Do Revocable and Irrevocable Trusts Compare in Estate Planning?
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...
Read MoreA Simple Will Isn’t Enough When Your Loved One Has Special Needs
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...
Read MoreHow to Keep Your Arizona Estate Private and Out of Probate Court
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...
Read MoreEstate Planning for Parents of Minor Children
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...
Read MoreProbate Thresholds in Arizona Are Changing: What Families Need to Know
New Arizona Law Raises Probate Thresholds for Small Estates A new law just signed by Governor Katie Hobbs is changing how probate works for many Arizona families. Under House Bill 2116, the financial thresholds for using a simplified probate process are increasing for the first time in years. That means more estates may qualify for...
Read MoreProtecting Your Estate from Creditors in Arizona
How to Safeguard Your Assets With a Smart Estate Plan When you’ve spent years building wealth and providing for your family, the last thing you want is to see those hard-earned assets drained by creditors. In Arizona, proactive estate planning is one of the most effective ways to shield your estate from unnecessary loss—both during...
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