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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: How to Choose a Guardian for Your Kids | Arizona Estate Planning Choosing a guardian is one of the most important and emotional parts of estate planning for parents. In this short video, I explain how to think through…
Read the articleI just published a new YouTube video: Why Beneficiary Designations Aren’t Enough in Arizona | Estate Planning Tip Many people assume naming beneficiaries on accounts is enough — but in Arizona, that doesn’t always cover real property, minor children, or…
Read the articleSummary (TLDR): Arizona allows vehicle owners to name a beneficiary on their vehicle title so the vehicle passes without probate. The tool is simple but limited and works best when the owner is the sole owner and wants the vehicle to pass outright to one…
Read the articleSummary (TLDR): Shortcuts like DIY wills, generic trusts, and low-cost estate planning tools often fail in Arizona because they don’t account for state law or family complexity. What feels like a quick fix can create expensive problems later. When it comes…
Read the articleMany adults do not realize that the Arizona medical decision maker is determined by statute when there is no power of attorney in place. This matters because the person the law selects is not always the person you would have chosen, and families often…
Read the articleSummary (TLDR): Estate planning templates may seem convenient, but in Arizona they often fail when execution rules, incapacity, or blended family issues arise. When documents don’t meet state requirements, families are left without enforceable authority…
Read the articleSummary (TLDR): Probate in Arizona does not begin automatically after death and rarely moves quickly. Statutory notice requirements, creditor claim periods, and court procedures mean even uncomplicated estates often take many months to complete. The…
Read the articleSummary (TLDR): When a spouse dies without a will in Arizona, intestacy laws decide who inherits based on community property, separate property, and family structure. The result often surprises families and can require probate even when accounts were…
Read the articleMy kids are 4 and 7. It’s a thought I hate: someone else tucking them in at night, cheering at their soccer games, or answering their hard questions about life. But part of parenting is preparing for the things we hope never happen. And that includes…
Read the articleSummary (TLDR): You do not need to be wealthy to benefit from a trust in Arizona. Trust planning is less about taxes and more about avoiding probate, managing incapacity, and keeping control in your hands instead of the court’s. I hear this question all…
Read the articleSummary (TLDR): An Arizona appeals court ruled that a sticky note ending with “XO” was not a valid handwritten will. Even though Arizona allows holographic wills, informal notes that lack a signature, clarity, or testamentary intent do not control how an…
Read the articleSHORT-FORM LEGAL EDUCATION