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Location, Location, Location!

Location, Location, Location! Safeguarding your Legacy: The Importance of Informing Your Family About the Location of Your Estate Planning Documents   In the whirlwind of life, it’s easy to overlook critical aspects of planning for the future, such as creating a comprehensive estate plan. However, simply having these documents in place is not enough. Equally Read More

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3 Ways to Deal with Real Estate in Arizona Probates

3 Ways to Deal with Real Estate in Arizona Probates Real estate, especially residential real estate, is typically the asset that causes most estates to go into probate. However, whether probate is necessary or not, there are three main ways to deal with a house in an estate: Distribute It Out to a Beneficiary; Sell Read More

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Now Is the Time to Get Your Important Documents in Order

Now Is the Time to Get Your Important Documents in Order Happy New Year! As you are making your new year’s resolutions, now is also a great time to get your important documents in order.  Here is a quick checklist of five things that you can do to get your important documents in order. I Read More

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5 Things to Know About Closing an AZ Probate

5 Things to Know About Closing an AZ Probate After you have fully administered a probate case, what are the steps necessary to close an Arizona estate? This blog discusses five things you need to do when closing an Arizona probate case. 1. Decide Whether to Close Formally or Informally. A probate proceeding can be Read More

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Five Key Steps for Administering an AZ Probate

Five Key Steps for Administering an AZ Probate        After you have been appointed as the personal representative for a loved one who has passed away, what are the next steps in administering an Arizona estate?  This blog discusses five key steps for administering an Arizona probate. The Personal Representative’s Administrative Duties   Read More

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Top 3 Things to Know for Opening an Arizona Probate

Top 3 Things to Know for Opening an Arizona Probate       After someone passes away in Arizona, there are 3 critical questions that a family needs to answer in order to open a probate.  This blog answers all three of them. Did the Person Have a Will?       The first question that needs to be Read More

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It’s Giving Tuesday – Remember to Give Back This Year

It’s Giving Tuesday – Remember to Give Back This Year It’s Giving Tuesday 2021, and there a lot of ways that you can give to your favorite charity! This blog discusses several different ways to give to charity for year-end and discusses different ways to give to charities in your estate plan. Five State Tax Read More

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What Are the Duties and Responsibilities of a Trustee?

What Are the Duties and Responsibilities of a Trustee?       This blog answers several questions that I am asked all the time by trustees when I am representing them about the duties and responsibilities of a trustee. It also gives a checklist of the important steps that trustees need to take to properly administer a Read More

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Seven Common Business Planning Mistakes

Seven Common Business Planning Mistakes Over the years, I have seen business owners make many of the same planning mistakes in their business documents.   This blog focuses on some of the most common mistakes I have seen.  Here are the top seven: Not having a good professional advisory team to help your business. Among other Read More

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Remember to Give Back to Charity at This Time of Year

Remember to Give Back to Charity at This Time of Year We still have a few days left in 2020, and there a lot of ways that you can give to your favorite charity.  This blog discusses several different ways to give to charity for year-end and also discusses different ways to give to charities Read More

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