Posts Tagged ‘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 →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.
READ MORE →Cardinals Larry Fitzgerald Revised Will Due to COVID
Here is a sentence that will stop you in your tracks and make you think: “[Larry] Fitzgerald is a 37-year-old professional athlete. Strong. Committed. In peak physical condition. And COVID-19 had him revising his will.” (EJ Montini, Arizona Republic) The future hall-of-famer spent 13 days in quarantine after testing positive for COVID-19 on Thanksgiving. He…
READ MORE →Guest Post: Relocating Your Elderly Loved One
Providing care to our parents as they age and then in the final stages of their lives looks a lot different than it did in the past. That’s because shared living (when two or more adults who are not romantically involved live together) is on the upswing. “Adults who live in someone else’s household typically…
READ MORE →Who Knew? August is Make a Will Month!
Estate Planning is really legacy planning. How would you like to leave your mark on your family — maybe even your community? This is your chance to decide instead of having state and/or government law decide for you.
READ MORE →3 Ways to Estate Plan Like a Royal
Whatever the size of your “kingdom,” you’ll most likely need to have an estate plan. In Arizona, if you own personal property (including cars, jewelry, furniture, heirlooms, etc.) that is worth more than $75,000 – or real estate with more than $100,000 in equity, your estate will go to probate. But with a proper plan,…
READ MORE →Guest Post: Making Your Home Comfortable for an Elderly Loved One
By Marie Villeza, elderimpact.org Many families these days are making the decision to have an elderly loved one move in with them rather than live in an assisted care facility, but it’s a big change that can affect everyone in the family. It requires quite a bit of planning and can take a toll on…
READ MORE →Should I Include My Vehicle in My Trust?
As an Estate Planning Attorney, my main goal is to ensure for clients the transfer of their assets at the time of their death as easily and inexpensively as possible. Hopefully, this means avoiding probate if possible too. One question that comes up repeatedly from my clients is whether or not to transfer the title…
READ MORE →Protecting Your Special Needs Child
While many parents become experts at how their health insurance, government benefits and SSI work, they have no knowledge of medical directives and/or living wills and what those plans will do for the care of their special needs kids. Here are some basic guidelines to discuss with your Estate Planner: 1. Have your own…
READ MORE →Estate Planning at the Holidays?
Every year the Holiday Season seems to start the day after Halloween, to some even earlier! Many companies still have a remote workforce which means holiday travel has stretched out before and after key days like Thanksgiving and Christmas in a way we have never seen before. We are focused on Black Friday shopping thanks…
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