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Sue's Estate Planning News
Asset Protection for Real Estate Investors
Investing in real estate is a good way to diversify your portfolio and gain reoccurring investment income, but as any investment goes this does not come without its risks. As the landowner…
Read MoreArizona Last Will and Testament Requirements
Everyone should have a will. It is the simplest document you can have as part of an estate plan and can be drawn up by an estate planning lawyer at a very…
Read MoreEstate Planning Steps for Newlyweds
It goes without saying that getting married is one of life’s major events. But when you do marry, you have to plan for the future regarding your assets, future assets, whether you…
Read MoreThings You Should Know about Probate Law in Arizona
Probate is a court procedure that determines how a deceased person’s (a decedent) estate will be administered. This process identifies and inventories the decedent’s assets and debts, pays the applicable taxes and…
Read MoreIs a Handwritten Will Valid in Arizona?
A Will is a legal instrument that generally expresses your intent on who will inherit your property as well as how and when your beneficiaries will inherit it. Although an attorney usually…
Read MoreThe Perfect Holiday Gift Can Be a Part of Your Estate Plan
Gift giving can benefit both the giver and the recipient. It feels good to give, sure, but did you know strategic gift giving of personal items can also be a tool in…
Read MoreWhat to do with your pets in trusts
Pets are legally considered property, but any pet owner will say that pets are so much more than something they own. Pets are loyal companions and are often considered part of the…
Read MoreLiving Trusts vs Wills: When is a Living Trust More Appropriate?
There are various estate planning tools that may be recommended by a knowledgeable estate planning attorney to accomplish the purpose of passing on assets to others. Making the determination between a will…
Read MoreEstate Planning Checklist
Death and incapacity can be very complicated and overwhelming. It is extremely important to take the necessary steps to protect your loved ones and empower them to make decisions on your behalf…
Read MoreGuardianships for Adults with Disabilities
When an Arizona adult lose loses capacity to make decisions, a guardian can be legally appointed to step in. Becoming a guardian is the option Arizona families must help the adult manage…
Read MorePower of Attorney Q&A
What does “Power of Attorney” mean? Power of Attorney means that you legally give another person the power to make decisions on your behalf. This person can make medical or financial decisions…
Read MoreDurable Financial Power of Attorney in Arizona
In Arizona, if you cannot make your financial decisions and transactions, a financial durable power of attorney is critical. We all hope we will always be able to manage our affairs on…
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