It is a major accomplishment to see an Estate Planning attorney and prepare a Revocable Trust. If you have done this step, you are by far more prepared than a majority of Arizonans in ensuring your assets avoid probate and pass efficiently to your loved ones upon your death. Why Is Funding Your Trust Important? […]
With few exceptions, when clients meet with us to prepare their estate plan, they hope that the value of their estate will be greater when they pass away than the value at the time they are planning. I’ll have few clients here and there that want to “spend it all”, but these clients are in […]
One of the greatest gifts you can give your family is a prepared estate plan. This provides your family with clear instructions, authority, and certainty of your wishes. When considering estate planning, you might wonder, “What is a will?” A typical estate plan includes various documents, not just a will. These might include a durable […]
