What You Should Avoid When Putting Your Will Together
You should always decide what you want to happen to your estate after you’re no longer around—that’s why you need a last will. While most people have considered writing…
Estate Planning For Blended Families
In Real Life Blending Two Families Comes With Many Issues To Overcome Television shows like “The Brady Bunch” always make the blended family look easy. If you think coordinating holidays…
A Few Questions & Answers About Wills, Trusts, & Estate Planning
After presenting a workshop this morning, I realized the questions from that group might be the same questions other people have. So, let’s answer them here again. What Is A…
How To Prepare A Complete Estate Plan
Finally Ready To Prepare A Complete Estate Plan? Congratulations! Not only have you made an extremely important decision, but you are following through by starting your estate plan. Getting Ready…
How To Transfer A Small Estate
How To Go About Transferring A Small Estate Estates come in all sizes. Procedures for settling an estate may differ depending on the size, however. If you are in charge…
Family Limited Partnerships & Your Estate Plans
Families usually share a lot with each other. Sharing, though, can be more complex than sharing Grandma’s fruitcake recipe and the family’s cabin in the woods. Some families even share…
How To Develop A Comprehensive Personal Estate Plan
With A Personal Estate Plan You’ll Need More Than Just A Will Sometimes you need a complete set to make things work. How would your car move safely down the…
Using A 529 Plan To Your Advantage
Mike smiled as he watched his grandson, Jake, graduate from kindergarten. He dreamed of Jake’s future, especially his graduation from college. His smile faded as he visualized his grandson dealing…
Tips To Avoid Contesting A Will
How Do You Avoid Contesting A Will? Alex was patriarch of a large family. They had gone through some tough times. His sons and daughters were not close to each…
Setting Up A Special Needs Trust In Arizona
Estate planning is all about taking care of people – you and your beneficiaries. Some people face the future knowing they need to provide for a loved one with special…