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Wills, trusts, powers of attorney, beneficiary decisions, probate, and practical planning for Arizona families.
THE LIBRARY
107 published articles
I just published a new YouTube video: Why Waiting to Do Estate Planning Backfires The #1 thing I wish clients knew about estate planning — before it was too late If you already know you need something, executing a basic plan is better than waiting until…
Read the articleSummary (TLDR): Arizona’s Power of Attorney statute explains how to create a valid POA, but it does not force any bank, title company, escrow officer, hospital, or financial institution to accept a photocopy. Many institutions insist on the original, a…
Read the articleI just published a new YouTube video: Arizona Law Determines Who Makes Medical Decisions If you are incapacitated in Arizona and do not have a health care power of attorney, doctors must follow the default decision-maker order under A.R.S. § 36-3231 before…
Read the articleI just published a new YouTube video: The Biggest Estate Planning Blind Spot Most estate plans don’t fail after death. They fail while people are still alive. Incapacity is the biggest blind spot I see. People focus on wills and trusts and forget: –…
Read the articleSummary (TLDR): Arizona probate is the legal process that gives someone authority to manage a loved one’s affairs after death, but many assets can pass outside probate depending on how they are titled. This guide explains when probate is required, what the…
Read the articleI just published a new YouTube video: Can You Include Religious Beliefs in a Health Care Power of Attorney? If you have religious or personal beliefs that affect medical decisions, a health care power of attorney in Arizona allows you to document those…
Read the articleEstate planning cost Arizona is one of the most common questions people ask when they start thinking about wills, trusts, or protecting their family’s future. The honest answer is that costs vary depending on the type of plan, the complexity of the assets…
Read the articleI just published a new YouTube video: How Inheritance Actually Works in Arizona Top 4 ways property passes at death in Arizona Not everything goes through probate — but not everything avoids it either. 1️⃣ Beneficiary Deed (common for Arizona real estate)…
Read the articleSummary (TLDR): A valid will in Arizona must meet strict legal requirements for capacity, intent, signature, and witnessing. Documents that fail to comply can be rejected by the court, leaving families subject to intestacy rules and probate complications.…
Read the articleI just published a new YouTube video: Estate Planning for Business Owners in Arizona: Why a Will Isn’t Enough Estate planning for business owners in Arizona requires more than just a will. If you own a small business and your estate plan stops at a will,…
Read the articleI just published a new YouTube video: How to Prepare for an Estate Planning Consultation in Arizona If you’re preparing for an estate planning consultation in Arizona, you don’t need to bring a stack of documents. What matters most is having a general…
Read the articleI just published a new YouTube video: Why Estate Planning Is About Risk, Not Wealth Estate planning isn’t a milestone. It’s risk management. People think estate planning is something you do after you hit a certain net worth, buy a house, or have kids.…
Read the articleSHORT-FORM LEGAL EDUCATION