How to Choose an Executor or Trustee?
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
What the 2025 Tax Law Means for Your Estate Plan
Since the law is so wide-ranging, it can disrupt even the most well-prepared plans.
How to Prepare for Health Care Costs in Retirement
There is a simple and unsettling reality in the United States. Many Americans don’t feel financially prepared for health care costs in retirement.
Should I Use a Living Trust in Estate Planning?
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Are Childhood Collections Part of Your Estate Planning?
COVID-19 has altered how we spend our time. Most forms of socialization were scaled back or continued virtually. The forced isolation reignited a passion for hobbies and collecting.
Back to School Planning to Protect Your Kids
Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Equal Is Not Always Fair When Considering Inheritance
When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They might be hurt anyway.
Key Documents For Your College Kid
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
Estate Planning Strategies During Volatile Markets
Among other potential strategies, while the markets remain volatile, if timed right, a short-term grantor retained annuity trust (GRAT) could be an option to pass significant wealth to the next generation.
Every Adult Needs a Will and a Health Care Power of Attorney
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
