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Wills, trusts, powers of attorney, beneficiary decisions, probate, and practical planning for Arizona families.
THE LIBRARY
107 published articles
I just published a new YouTube video: Why Change My Trust? Thinking about updating your estate plan? Here are 3 common reasons why people choose to change their trust: – Change in marital status: Whether you’ve recently tied the knot or gone through a…
Read the articleI just published a new YouTube video: The Estate Planning Mistake I See After Divorce I see this fact pattern in Arizona far too often: someone gets divorced, never updates their will or beneficiaries, and their family is left dealing with the fallout…
Read the articleI just published a new YouTube video: How Business Assets Transfer at Death (LLC, Trusts & Beneficiaries) Most business owners think their company will “just pass on”—but that’s not how it works. The way your business transfers at death can create…
Read the articleI just published a new YouTube video: Who Should You Name as a Personal Representative in Your Will Choosing a personal representative for your will is an important decision. In Arizona, this role involves paperwork, deadlines, filing requirements, and…
Read the articleTitle property Arizona decisions often seem like a technical detail, but the way property is titled can determine whether assets transfer smoothly or create unexpected legal problems later. In Arizona, property ownership structure affects probate, creditor…
Read the articleRevocable living trust Arizona is a phrase many people search when they begin thinking about how to organize their estate plan and avoid unnecessary complications for their family. In Arizona, a revocable living trust can be a practical planning tool for…
Read the articleSummary (TLDR): A personal representative is responsible for collecting and protecting estate assets, handling creditor and administrative requirements, paying valid debts and expenses, and ultimately distributing remaining property to the proper heirs or…
Read the articleI just published a new YouTube video: Do Beneficiary Designations Replace a Will? A lot of people assume that if every account and property has a beneficiary listed, they do not need a will. That is not correct. In this video, I explain what a will…
Read the articleThe federal estate and gift tax exemption is increasing to $15 million per person in 2026, but that does not eliminate the need for estate planning. Tax thresholds do not address incapacity, control, family conflict, or long-term asset protection. Many…
Read the articleI just published a new YouTube video: Can You Update Your Estate Plan During a Divorce? Many people think they cannot change their estate plan while going through a divorce. That is not accurate. In Arizona, there are often important updates you should…
Read the articleSummary (TLDR): Arizona small estate affidavits can let families collect certain assets without opening a probate case, but eligibility depends on the type and value of property and the required waiting periods. The limits were updated effective September…
Read the articleI just published a new YouTube video: I Only Have One Child — Do I Still Need an Estate Plan? If you only have one child and plan to leave everything to them, you might assume you do not need an estate plan. In some situations, that may technically work,…
Read the articleSHORT-FORM LEGAL EDUCATION