[group group-answer-will]
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[group group-answer-trust]
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[group group-i-have-children-under-18]
Consider This...
If you have children under 18, it’s important to name a Guardian who will care for your children if you pass away. In Arizona, you name a guardian as part of your Last Will and Testament .
Learn more:
Name a Guardian for Your Children
What Is a Will?
[group group-i-own-a-home]
Consider This...
After passing, you can transfer your home to your heirs without needing to go to court. You can do this by preparing a Beneficiary Deed or transferring your home to your Revocable Living Trust .
Learn more:
Arizona Beneficiary Deeds
Revocable Living Trusts – The Basics
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[group group-i-want-to-specify-my-health-care-wishes]
Consider This...
You can name who should make your health care decision if you are unable in a Health Care Power of Attorney . You may also want to create a Living Will to state your wishes about life support in terminal or end of life situations.
Learn more:
Healthcare Power of Attorney
Living Wills
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[group group-i-want-to-make-sure-my-beneficiaries-dont-waste-their-inheritance]
Consider This...
Typically, beneficiaries will receive their entire inheritance if they are age 18 or over. But, once they receive it, it’s impossible to make sure it’s spent appropriately. In a Revocable Living Trust , you can state when, how, for what purposes and under what circumstances your beneficiaries will receive their inheritance.
Learn more:
Revocable Living Trusts – The Basics
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[group group-i-own-a-business]
Consider This...
It’s important that your business is in the right hands if you are unable to manage it yourself. You can appoint an Agent under a General Durable Power of Attorney to manage your business if you are incapacitated. You can also set out your wishes for your business in a Revocable Living Trust and ensure the right person is handling your business if you are disabled or pass away.
Learn more:
Durable Power of Attorney
Revocable Living Trusts – The Basics
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[group group-i-have-a-blended-family]
Consider This...
Blended families are often in the unique situation of wanting to leave assets to a new spouse, but also to children from a prior relationship. Maintaining family harmony is essential. This requires careful planning, but can be accomplished in a number of ways including beneficiary designations or a Revocable Living Trust .
Learn more:
Revocable Living Trusts – The Basics
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[group group-i-want-to-avoid-probate]
Consider This...
Probate is the court proceeding that often occurs after a person passes. But your loved ones don’t have to go to court! You can avoid probate by using a Revocable Living Trust , designating beneficiaries on accounts or property, or even joint ownership (for married couples). A Trust can keep your affairs private while often streamlining the administration of your estate.
Learn more:
Avoid Probate With Trust Funding
3 Easy Ways to Avoid Probate
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[group group-i-want-to-make-sure-the-right-people-are-making-decisions-for-me-if-i-am-disabled]
Consider This...
If you are disabled and unable to handle your affairs or make decisions, you can appoint someone to help. In a Health Care Power of Attorney , you can name the person you should make your health care decisions. In a General Durable Power of Attorney , you can specify the person who should handle your financial and other affairs if you cannot do so yourself.
Learn more:
Powers of Attorney & Healthcare Directives
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[group group-i-want-to-protect-the-assets-left-to-my-beneficiaries-from-creditors-predators-and-divorce]
Consider This...
The funds you leave to your beneficiaries should be used by your beneficiaries, not taken away by someone else. With a Revocable Living Trust , you can protect those funds from your beneficiary’s creditors, predators and con artists, and their divorcing ex-spouses. You can also protect assets for your children if your surviving spouse gets remarried…
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[group group-personal-information]
Ready to Get Started?
Every person’s situation is unique and deserves thoughtful, deliberate planning. We would be honored to help you with yours. To get started, please complete the form below or call us at 480-699-7992 to schedule your free estate planning consultation .
Full Name
Phone Number
E-mail Address
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