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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 Pet Trusts Matter: How to Protect Your Pets If Something Happens to You In this video, Arizona estate planning attorney Anjali Patel explains what a pet trust is and why it can be the strongest way to protect your…
Read the articleWhy the Holidays Bring Estate Planning to the Surface Holiday estate planning becomes a real consideration for families the moment everyone gathers in the same space and notices how much life has shifted. The holidays slow everything down just enough for…
Read the articleThanksgiving has a way of reminding us what matters most. It’s one of the rare moments in the year when families actually slow down, gather in one place, and reflect on gratitude. Between the conversation, laughter, and leftovers, it’s also one of the best…
Read the articleSummary (TLDR): Once a child turns 18, Arizona law treats them as an adult, and parents lose automatic authority to make medical or financial decisions. A power of attorney allows an adult child to legally grant that authority when it is needed. Many…
Read the articleI just published a new YouTube video: Open Enrollment Reminder | Update Your Life Insurance & Retirement Beneficiaries Open enrollment isn’t just about health insurance — it’s the perfect time to check who’s listed on your life insurance and retirement…
Read the articleI just published a new YouTube video: Top Reasons to Create a Trust in Arizona | Estate Planning Basics Wondering if you really need a trust? In Arizona, a trust can save your family time, money, and stress by avoiding probate. In this quick video, I…
Read the articleLearn how to protect your Arizona rental property from liability with smart steps like documentation, written leases, LLC ownership, and trust planning. I see this all the time: people set up a rental, start collecting rent, and assume that’s enough. But…
Read the articleI just published a new YouTube video: Why Parents Need a Power of Attorney for Their 18-Year-Old | Arizona Estate Planning Once your child turns 18, you no longer have automatic legal authority to make medical or financial decisions for them. In this short…
Read the articleI just published a new YouTube video: How to Prepare for Your Estate Planning Meeting | Arizona Attorney Tips Not sure what to bring to your first estate planning meeting? In this short video, I share how to prepare — from gathering account information to…
Read the articleChoosing an executor in Arizona is one of the most consequential decisions in an estate plan, yet it is often treated as an afterthought. In Arizona, the person commonly called an executor is legally referred to as a personal representative, and that role…
Read the articleI just published a new YouTube video: Top 3 Liability Tips for Arizona Rental Homeowners If you own a rental home in Arizona, here are three simple steps to protect yourself — and your tenants — from unnecessary liability. From setting up the right…
Read the articleEstate planning is often delayed because people assume it is expensive, complicated, or only necessary much later in life. In reality, estate planning is one of the most practical steps you can take to protect your family. It is not about how much you own.…
Read the articleSHORT-FORM LEGAL EDUCATION