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Transfer on death (TOD) accounts can keep your estate planning intact, while keeping your beneficiaries out of court. If you’re among the 57% of adults who don’t currently have a will or trust, your family is likely headed to probate court.

July 25, 2019

How Transfer on Death Accounts Work

transfer on death
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If you’re a father, there’s a good chance you help manage your household’s finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay?

July 24, 2019

How Dads and Moms Can Make Sure Their Families are Protected

Dads protecting families
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Humans are great at avoidance. We don’t want to experience pain, be faced with unpleasant facts or deal with anything we consider to be too far in the future.

July 23, 2019

Can We Talk About Death and Dying Or Nah?

death and estate planning
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The word ‘estate’ conjures images of great wealth, which may be one of the reasons why so many people don’t develop estate plans—after all, they’re not rich, so why make the effort? In reality, however, if you have a family, you can probably benefit from estate planning, whatever your asset level.

July 22, 2019

Prevent Problems Before They Happen

prevent problems
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The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.

July 20, 2019

Family Fights over Personal Items or Artwork

art collection
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Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.

July 16, 2019

Leaving a Legacy Is Not Just about Money

Leave a legacy
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Arizona law allows funeral home owners to act as both executors and creditors of an estate.

July 15, 2019

Arizona Funeral Homes And Potential Financial Abuse

Arizona Funeral Home
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When a loved one dies leaving property, debts and a mortgage, and if he did not have a living trust, probate is required to sort everything out.

July 8, 2019

What Debts Must Be Paid During Probate?

Debts during probate
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Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.

July 3, 2019

Choosing a Trustee: Family or Professional?

Choosing a trustee
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You can no longer make medical or financial decisions for your children without proper paperwork.

July 2, 2019

Legal Documents For Graduates

Legal documents for graduates
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