Estate Planning
Arizona’s New Probate Law Simplifies Small Estate Transfers
Effective March 31, 2025, Arizona’s House Bill 2116 introduces important changes that simplify the probate process for smaller estates. Thanks to this new law, more Arizona families can now use a faster, simpler, and less expensive method to settle their loved one’s affairs. The law raises the asset thresholds for using a simplified affidavit procedure—a…
READ MORE →The “Grief Tax”: Why Estate Planning Matters More Than Ever
Losing a loved one is never easy. But beyond the emotional toll, families are often caught off guard by the financial and logistical burden that follows — a phenomenon Empathy.com refers to as the “Grief Tax.” A 2025 study by Empathy reveals just how widespread and overwhelming these challenges can be: These numbers are staggering…
READ MORE →Protect Your Digital Legacy
In today’s digital world, your estate plan isn’t complete without addressing data privacy and your digital legacy. From online banking and social media accounts to cloud storage and cryptocurrencies, your digital assets need protection just like your physical ones. Key Steps for Digital Estate Planning: ✅ Make a List – Document your online accounts, passwords,…
READ MORE →10 Non-Finanical Estate Planning Issues to Consider
10 Important Conversations to Have When Estate Planning Estate planning is about more than just dividing assets—it’s about ensuring your loved ones are cared for, your values are honored, and your wishes are carried out. Whether you’re planning with your spouse or on your own, these 10 topics are crucial to consider. Having these conversations…
READ MORE →How to Add a Legacy Contact on Facebook
Though, like with much estate planning, this might have morbid undertones for some, many may find this new option of comfort. “Until now, when someone passed away, we offered a basic memorialized account which was viewable, but could not be managed by anyone.” writes Facebook in its Newsroom. “By talking to people who have experienced…
READ MORE →Funeral Planning Costs Less in Arizona
According to an article in the East Valley Tribune, burying a loved one in Arizona will cost less than in other states.
READ MORE →10 Things You Shouldn’t Include in Your Will – And What to Do Instead
This Kiplinger’s article makes some very important points about what to include and what NOT to include and why. It is also another reason why DIY estate planning can cause problems down the road. Read the full article here. When it comes to estate planning, many people are surprised by what should not be included…
READ MORE →What Do Halloween and Estate Planning Have in Common?
Estate planning gives people one last opportunity to “communicate” with the dead. Through the documents, letters and plans left behind, we hear from loved ones one more time.
READ MORE →Estate Planning Helps Protect Loved Ones with Mental Health Struggles
It’s important for individuals with mental health issues to work closely with experienced estate planning attorneys and mental health professionals who can provide guidance on creating a plan that addresses their unique needs and circumstances.
READ MORE →Granddaughter Now Sole Custodian of Elvis’ Legacy
It’s another cautionary tale illustrating why talking with your family about your wishes and making sure you work with an estate planning attorney to be sure they are properly executed is important.
READ MORE →Does Arizona Recognize Handwritten Wills?
In Arizona, a handwritten will, also known as a holographic will, can be considered valid under certain conditions.
READ MORE →AI and Estate Planning: Why Attorneys are Critical
It is not a surprise that as AI continues to infiltrate all areas of our lives, that its use in estate planning would come up.
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