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Category Archives: Estate Planning

How to Bring Up the Subject of Estate Planning with Your Parents

Discussing estate plans with your parents necessarily involves two subjects that are traditionally taboo among family members: death and personal finances. Also, such discussions entail a reversal of traditional roles. Parents have spent years providing care, guidance and advice to their children, but now it is the children who often must lead the parents. Although […]

Who Should Be Named the Personal Representative of Your Estate?

Choosing a personal representative for your estate is a big decision and one that should not be taken lightly. Also known as an executor, your representative will be in charge of settling your estate, ensuring that the terms of your will are carried out and distributing property to the beneficiaries you have designated. These tasks […]

How Pour-Over Wills Can Prevent Legacies from Lapses

A pour-over will is the same as any other last will and testament. But there is one major difference — this type of will “pours” your property into a trust that you’ve set up in advance. Upon your death, the assets are distributed to your intended beneficiaries through the trust, not through probate. The usual […]

How to Avoid Probate of Your Estate

Probate is the court process by which property is distributed upon your death, either by will or under state intestacy law. Since probate proceedings can be lengthy and costly for surviving family members, you may wish to take steps to avoid it. In Arizona, there are a few ways you can cause property and assets […]

Dying Without a Will Could Create Problems

Many people assume that they don’t need a will if they have a small estate and/or straightforward intentions regarding the distribution of their assets. They believe that Arizona’s succession laws will distribute assets in more or less the same manner as they would if they wrote a will, so why go through the trouble? Alternatively, […]

Battle Over Disney Family Trust Highlights the Need for Precise Terms

Walt Disney’s grandson, Bradford Lund, has been embroiled in a 15-year probate court battle over trust distributions that he has not received. It has been estimated the amount at stake is approximately $200 million.  Even after all this time, conflicts continue over the terms of the trust, Lund’s mental fitness and comments the trial judge […]

Estate Planning Documents Should Be Reviewed Frequently

After going through the process of creating a will and other estate planning documents, many people have tendency to put everything away in a file or safe deposit box and forget about it. Years go by, life changes, people pass away, all while the estate plan gathers dust. As a result, by the time you […]

Estate Planning for Blended Families

Every family and therefore every estate plan can be considered unique. However, a special set of challenges is presented when children from previous relationships are involved. Wills, trusts and other documents must be highly specific as to how the estate assets are to be managed and distributed. According to data from the Pew Research Center, […]