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Estate Planning and Probate
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Estate Planning After Divorce in Arizona (Update This First)
I just published a new YouTube video: Estate Planning After Divorce in Arizona (Update This First) Just finalized your divorce in Arizona? There’s one step people forget: updating your estate plan. During a pending divorce, you can’t change your will or…
How to Request HOA Financials and Red Flags to Look For
If you want to request HOA financials in Arizona, the law is on your side. A.R.S. 33-1805 makes the financial and other records of a planned community association open to examination by members, and the association has ten business days to make them…
I just published a new YouTube video: Estate Planning vs. Probate What’s the Difference Do you know the difference between estate planning and probate? Many people use these terms interchangeably, but they serve very different purposes depending on your…
Keep Your Car Out of Probate in Arizona (Vehicle Beneficiary Form)
I just published a new YouTube video: Keep Your Car Out of Probate in Arizona (Vehicle Beneficiary Form) Did you know your car can go through probate in Arizona? There’s a simple form that prevents it. If a vehicle is owned by just one person, you can file…
Changing Your Trust: Common Reasons and the Process
I just published a new YouTube video: Changing Your Trust: Common Reasons and the Process When is it time to update your estate plan? There are three common life events that lead people to seek changes to their trust: Marital Status Changes: This includes…
Is Your Trust Empty? How to Fund a Trust in Arizona (The #1 Mistake)
I just published a new YouTube video: Is Your Trust Empty? How to Fund a Trust in Arizona (The #1 Mistake) You did the hard part and created your trust. But here’s the mistake I see most often as an Arizona estate planning attorney: people never actually…
Don’t Wait for Major Life Events to Start Your Estate Planning
I just published a new YouTube video: Don’t Wait for Major Life Events to Start Your Estate Planning Are you delaying your estate planning until you get married or have children? It is actually possible to draft provisions for future spouses or descendants…
Letting Someone Live With You in Arizona? You Need a Lease, No Exceptions
I just published a new YouTube video: Letting Someone Live With You in Arizona? You Need a Lease, No Exceptions Even if it’s family. Even if it’s a friend. Even if it feels weird to make it “official.” Having someone live in your property comes with real…
What to Expect When You Book an HOA Consultation With Us
I just published a new YouTube video: What to Expect When You Book an HOA Consultation With Us When you book an HOA consultation with me, you’ll know exactly what you’re getting, a fixed amount of time for a fixed price. Right now, consultations are $165…
I just published a new YouTube video: Explaining Estate Planning to Kids Ever wondered how to explain estate planning to a child? In this video, I try to break down exactly what I do for a living, from creating the paperwork that ensures kids are taken…
I just published a new YouTube video: Why Choose a Trust for Minor Children? Planning for the future often involves choosing between a will or a trust. For parents and grandparents, a trust is often the preferred choice to ensure minor children are…
I just published a new YouTube video: Why Your Adult Child Needs a Power of Attorney Did you know you lose the automatic legal authority to make decisions for your child once they turn 18? Whether they need help with medical issues, financial matters, or a…