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New Year – New Estate Planning Documents

The New Year is a great time for Phoenix estate planning updates and to give your estate documents a checkup to make sure that you have everything you need. You might need to include new documents in your estate plan or update your current documents with any life changes that have happened to you over […]

Must Do Estate Planning Tips for 2014

It’s never too soon to consider Phoenix estate planning, and for 2014 you can do a lot to prepare your estate and reduce your tax liabilities. One area of estate planning that may people overlook is that you can legally gift up to $14,000 worth of cash or assets to any individual with incurring a […]

By |November 29th, 2013|Arizona Living Trust, Articles, Trusts and Wills|0 Comments

4 Tips to Begin the Estate Planning Process in 2014

It’s never too early to start planning your estate, as Phoenix estate planning is important if you are ever hospitalized, disabled or unable to communicate as a result of an illness. If you haven’t started planning your estate, there’s no better time than 2014 to begin your Phoenix estate planning and get your estate in […]

By |November 28th, 2013|Arizona Living Will, Articles, Trusts and Wills|0 Comments

Avoid these 5 Arizona Estate Planning Mistakes

Estate planning is a difficult topic to discuss but you need to consider it even if you are young and healthy. There are a lot of issues that can arise without the proper Phoenix estate planning, and below are 5 of the most common estate planning mistakes to avoid:

1.)   Avoiding the issue – even though […]

By |November 22nd, 2013|Articles, Real Estate|0 Comments

End of the Year Estate Planning – Are Your Documents Updated?

As a part of the Phoenix estate planning process you should update your estate documents every year with any new assets or updates to your financial life that need to be accounted for. It usually works well to do this once at the end of the year or at the start of the next year, […]