Category: Estate Planning

How do I Avoid Probate?

While a last will and testament is an incredibly important starting point, a last will and testament only *controls* the probate process. It does not *eliminate* the probate process. Probate, …

Is an Estate Plan Necessary? Part 2.

Previously, in Part 1, I explained how a competent estate plan can be an act of love to those surrounding you by giving them authority to act on your behalf …

Is an Estate Plan Necessary? Part 1. 

Is an Estate Plan Necessary? Part 1.  Short answer? No, estate planning is not necessary in the strictest sense of the word. The correct answer? Yes! It is absolutely necessary. …

It’s The Time for Gifting

The IRS has raised the annual gift exclusion to $16,000 for 2022.1 What does that mean? An individual may gift to any other individual $16,000 in 2022 without reporting the …

I Wasn’t Invited To the Will Reading!?

Hollywood magic has created the expectation that once someone passes away, the family will gather at the deceased’s attorney’s office and sit expectantly to hear the reading of the Will. …

I Can’t Find The Will! What Do I Do?

Many families call in asking a key question, “Is there a registry in Arizona? I can’t find my deceased loved one’s Will.” The answer may surprise you… Arizona does not …