Probate has a reputation problem. For many Arizona families, the word alone triggers anxiety, frustration, or avoidance. Unfortunately, much of what people believe about probate is either incomplete or flat-out wrong. Those misunderstandings often lead families to delay planning, make poor decisions under stress, or assume problems will “sort themselves out” after a death. In reality, probate myths frequently cost families time, money, and control when they can least afford it.
Read MoreThe start of a new year is one of the few moments when people naturally pause and take stock of their lives. For Arizona families, that pause often includes finances, insurance, taxes, and long-term planning. What tends to get overlooked is estate planning, especially when documents already exist. Many people assume that once their estate plan is signed, it is “done.” In reality, estate planning documents are only as effective as their accuracy, coordination, and alignment with current law and family circumstances.
Read MoreMost people think their estate plan is “finished” the moment they sign their documents. They sit through the signing meeting, feel relieved that everything is finally in writing, take their binder home, and assume the job is done. But the truth is that the documents themselves are only half the work. The step that actually determines whether the plan functions the way it’s supposed to is the one most people ignore: getting the assets aligned with the plan.
Read MoreThe holidays have a way of bringing families together and reminding us what truly matters. Between the travel, the meals, and the conversations that stretch late into the evening, it is also a time when many people think about the bigger picture. This is when questions about the future tend to surface. Who will make decisions if I cannot? Are my wishes written down somewhere? Have I made things as easy as possible for my family?
Read MoreChoosing a trustee is one of the most important decisions you will make when creating a trust. A trustee is the person or institution you appoint to manage the assets in your trust and to carry out your instructions when you can no longer do so. The role is a serious one. The trustee has a legal duty to act in the best interest of your beneficiaries, to manage trust property responsibly, and to follow the terms you have written.
Read MoreProbate can feel like a maze. For families in Arizona, especially in Maricopa County, the process is often confusing, time-sensitive, and full of technical rules that aren’t obvious from the outside. Families stumble into the same traps again and again. These mistakes don’t just delay closing an estate — they can lead to personal liability, extra court hearings, or even lawsuits.
Read MoreBeneficiary designations seem simple: you add a child or loved one to your bank account, retirement plan, or life insurance policy, and you assume your planning is done. While these forms do play an important role in estate planning, relying on them alone can create unintended consequences, disputes, and even court involvement.
Read MoreIn Arizona, many families try to keep estate planning simple. Instead of working with an attorney, they use shortcuts: adding children to the deed of the family home, putting kids on bank accounts, or gifting property during life. On the surface, these moves may look like an easy way to avoid probate or legal fees. In reality, they often create costly problems — from tax bills to lawsuits between siblings. Here’s why “do-it-yourself” fixes often backfire in Arizona and end up costing more in the long run.
Read MoreIt’s that time of year again—Targets packed with dorm supplies, IKEA lines stretching around the block, and moving vans pulling into Tempe for ASU’s move-in weekend. For parents, this season is all about making sure your student is ready for independence—new bedding, laptops, and maybe a little advice about laundry.
But college move-in season is also the perfect reminder that your estate plan needs to keep pace with your family. Once your children turn 18, guardianship provisions in your will or trust are no longer necessary. Instead, planning shifts to protecting young adults financially while preparing them to handle the responsibility of inheritance.
Read MoreWhen someone passes away, not everything they owned necessarily goes through probate. In Arizona, probate is only required for certain types of property—specifically, assets that were titled in the decedent’s name alone and lacked a legally valid plan for transfer. Understanding which assets require probate and which do not is critical for both families settling an estate and individuals planning ahead.
Read MoreCan a handwritten “XO” count as a valid signature on a will in Arizona? Learn how the Bixby case clarifies holographic will requirements and what it means for your estate plan.
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