Wills, trusts, powers of attorney, beneficiary decisions, probate, and practical planning for Arizona families.
THE LIBRARY
107 published articles
Estate Planning and Probate
· 6 min read
Arizona Beneficiary Deeds: Pros, Cons, and When to Use Them
An Arizona beneficiary deed is one of the simplest ways to pass real estate to someone after death without going through probate. Many Arizona homeowners choose it because it is inexpensive, easy to record, and keeps full control of the home during their…
Digital Estate Planning: The 3 Layers You Actually Need
I just published a new YouTube video: Digital Estate Planning: The 3 Layers You Actually Need Digital estate planning isn’t one step — it needs three layers to actually work. Layer 1: The platform itself Apple, Google, Meta, and other services let you name…
Who Makes Medical Decisions If You’re Incapacitated in Arizona?
I just published a new YouTube video: Who Makes Medical Decisions If You’re Incapacitated in Arizona? Who makes medical decisions if you’re incapacitated and can’t communicate? In Arizona, medical providers are legally required to obtain consent before…
How a Power of Attorney Works for Young Adults in Arizona: A Legal Guide for Families
Summary (TLDR): Once a child turns 18 in Arizona, parents lose automatic authority to access medical, financial, and educational information. A Power of Attorney allows a young adult to grant limited legal authority to someone they trust for emergencies or…
I just published a new YouTube video: 3 Things to Do Immediately If You Inherit a Home If you’re a beneficiary and the homeowner dies, do these three things first: secure the property, order death certificates, and find the will or trust. Miss these steps…
5 Ways to Avoid Probate in Arizona (Estate Planning Basics)
I just published a new YouTube video: 5 Ways to Avoid Probate in Arizona (Estate Planning Basics) Probate is one of the most common concerns people have when thinking about estate planning. In Arizona, there are several legal ways certain assets may be…
3 Steps to Make Sure Your Family Can Access Your Digital Assets
I just published a new YouTube video: 3 Steps to Make Sure Your Family Can Access Your Digital Assets If you die or become incapacitated, your family can’t automatically access your digital life — your phone, your photos, your email, or your social media…
FDIC Insurance and Trust Accounts: The Beneficiary Multiplier Most People Miss
Most people believe FDIC insurance is capped at $250,000 per bank account. That assumption is common, simple, and often wrong. FDIC insurance is not calculated per account number. It is calculated per depositor, per bank, and per ownership category. That…
Managing Liability Exposure and Legal Responsibility in Arizona Rental Properties
Summary (TLDR): Arizona rental property liability depends on property conditions, response time to hazards, documentation, ownership structure, and insurance coverage. Landlords who manage these areas proactively reduce legal exposure and protect their…
Charitable Giving in 2026: A Simple Estate-Planning Lens (Not Just a Tax Thing)
Most people think of charitable giving as a year-end task. You make a donation, save a receipt, and hope it helps at tax time. From an estate-planning perspective, that framing misses the point. Charitable giving is rarely just about taxes. It is about…
Arizona Community Property Explained: What Happens When One Spouse Dies
Summary (TLDR): Arizona community property law determines how assets are divided when one spouse dies, but the outcome depends on family structure, asset type, titling, and estate planning documents. Without coordinated planning, surviving spouses and…
I just published a new YouTube video: Documents in a Revocable Trust After a consultation, clients often ask for a clear summary of the documents that make up a revocable trust and how those estate planning documents work together. This video walks through…