Using a Beneficiary Deed in Arizona to Transfer Property Without Probate

If you own a home or investment property and want to pass it on to others after your death, you may be wondering how to avoid probate in Arizona. A beneficiary deed allows real estate owners to pass their property to loved ones posthumously while retaining complete control over it during their lifetime. Along with […]

What Are the Types of Probate in Arizona

Probate is the legal process of finalizing a deceased person’s financial affairs and seeing that their remaining assets are distributed to their heirs and beneficiaries. Arizona law provides for several different types of probate. The type of probate that may be appropriate for your loved one’s estate will depend on the specific circumstances involved. What […]

Understanding Inheritance vs. Estate Taxes

If you’re managing a family member’s estate or planning your own, you might have questions about how estate or inheritance taxes work. These taxes can affect the amount loved ones receive and how assets transfer after death. An Arizona estate planning lawyer can help you understand which taxes apply to your situation and how to […]

Estate Planning for High-Net-Worth Individuals

Estate planning is vital for all adults, but it is especially essential for those with a high net worth. People with substantial assets tend to encounter more complications when creating their estate plans because they have more items to divest. Exploring strategies for estate planning for high-net-worth individuals in Arizona can help safeguard your assets […]

a smiling couple with their toddler son and toddler daughter

For many people, the aim of estate planning is to preserve wealth for future generations. Various estate planning strategies can help achieve this goal, including dynasty trusts. A dynasty trust is a type of irrevocable trust structured to last for many generations. Its purpose is to minimize estate and gift tax liabilities that occur when […]

a stucco tan two-story home with two car garage on desertscape with title and phone number for consultation

When you’ve worked hard throughout your life to build wealth, you will want to protect it to enjoy in your later years and pass it on to your loved ones. An asset protection trust in Arizona can give you the legal tools you need to preserve the fruits of your hard work. An experienced trusts […]

a row of three beige stucco desert two-storoy homes

Many people choose to manage and protect assets such as their primary residences by placing the property in a revocable trust. However, Arizona homeowners who consider putting their home in a trust may not be aware of how doing so may impact their right to an Arizona homestead exemption.     Understanding Arizona’s Homestead Exemptions […]

a hand with a pen writing on a deck of paperwork in front of a lit window

Many people don’t realize what happens when a person dies without a will in Arizona. In the absence of a will, the state decides who inherits your property, which may lead to unintended consequences. Your assets could go to a relative you would have preferred to disinherit simply because that’s what the law dictates. Dying […]

a female and male couple standing at a kitchen counter with paperwork and smiles

Estate planning for second marriages can be a complex process. Spouses in blended families usually want to leave assets to their children while also providing for their new spouse and any additional children or step-children. You can account for new family dynamics in a well-crafted estate plan. If you’ve recently gotten remarried, here are a […]

adult male and female standing in a living room in front of a dining table with expressions of misunderstanding

When an estranged relative contests a will in Arizona, the probate court must determine whether the will is legally valid. If the court upholds the will, the deceased’s property and assets are distributed according to its terms. However, if the will is found to be invalid, the estate is typically distributed under the state’s intestate […]