Guardianships and Conservatorships: When Are They Needed or Avoidable?
- posted: Dec. 30, 2020
- Estate Planning
When a loved one becomes incapacitated or otherwise unable to take care of themselves, Arizona law provides for appointment of a guardian or conservator to assume responsibility for their protection. Read More
The Importance of Business Buy-Sell Agreements in Estate Planning
- posted: Nov. 30, 2020
- Estate Planning
An essential part of starting a business is preparing for the day when one of the owners sells his or her shares due to retirement, disability or other circumstances. A Read More
How is Arizona Community Property Transferred at Death?
- posted: Oct. 30, 2020
- Estate Planning
Arizona is a community property state. With certain exceptions, all property owned by either spouse during the marriage is deemed the joint property of both. But when one spouse dies, Read More
Making a Charitable Gift Annuity a Part of Your Arizona Estate Plan
- posted: Sep. 30, 2020
- Estate Planning
A charitable gift annuity is a fund-raising device — popular with colleges and other nonprofits — that allows donors to receive as well as give. If used wisely, this vehicle Read More
Special Needs Trusts Provide Extra Help for Loved Ones with Disabilities
- posted: Aug. 30, 2020
- Estate Planning
If you have a relative with special needs such as a disabling injury or mental and physical limitations, you may wish to help them with their expenses by giving them Read More
Using Your Living Will for Organ Donation Preferences
- posted: Jul. 30, 2020
- Estate Planning
Most people know that you can use a living will to specify what life-sustaining measures you wish to be taken or withheld if you become brain-dead or permanently incapacitated. But Read More
How a Revocable Living Trust Can Avoid Probate in Arizona
- posted: Jun. 30, 2020
- Estate Planning
When planning your estate, you should keep in mind that the decisions you make now may place responsibilities on your loved ones when you die. Your estate will be subject Read More
Income-Only Trusts Can Help Obtain Medicaid for Long-Term Care
- posted: May 30, 2020
- Estate Planning
Perhaps the greatest myth of retirement planning is that you only need to worry about having enough income to take care of basic living expenses. Many a person has retired Read More
Make Every Child a ‘Trust Fund Baby’
- posted: Apr. 30, 2020
- Estate Planning
There's a pejorative term for rich kids that you have probably heard on television: the trust fund baby, loosely described as a young person who enjoys a reliable steady income Read More
Three Things You Didn’t Know a Trust Could Do
- posted: Mar. 30, 2020
- Estate Planning
The beauty of a trust is that it allows the grantor to control assets while putting them outside the reach of taxes and creditors, both during life and after death. There Read More