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THE LIBRARY
201 published articles
I just published a new YouTube video: Do Beneficiary Designations Replace a Will? A lot of people assume that if every account and property has a beneficiary listed, they do not need a will. That is not correct. In this video, I explain what a will…
Read the articleArizona client agreement clauses determine how risk, payment disputes, scope changes, and liability are handled when a project does not go as planned. For service-based businesses in Arizona, the client agreement is not a formality. It is the document that…
Read the articleThe federal estate and gift tax exemption is increasing to $15 million per person in 2026, but that does not eliminate the need for estate planning. Tax thresholds do not address incapacity, control, family conflict, or long-term asset protection. Many…
Read the articleHOA wont maintain common area Arizona disputes usually begin when landscaping dies, roofs leak, gates break, or shared amenities deteriorate and the board appears inactive. In most Arizona communities, the association has a legal obligation to maintain…
Read the articleI just published a new YouTube video: Can You Update Your Estate Plan During a Divorce? Many people think they cannot change their estate plan while going through a divorce. That is not accurate. In Arizona, there are often important updates you should…
Read the articleHiring contractors Arizona misclassification issues can expose business owners to back taxes, wage claims, penalties, and government investigations. Many Arizona businesses assume that issuing a 1099 and labeling someone an “independent contractor” is…
Read the articleSummary (TLDR): Arizona small estate affidavits can let families collect certain assets without opening a probate case, but eligibility depends on the type and value of property and the required waiting periods. The limits were updated effective September…
Read the articleHOA rules vs CC&Rs Arizona disputes often arise when a homeowner is told they violated a “rule,” but the recorded CC&Rs appear to say something different. The short answer is that CC&Rs generally control over board-adopted rules because they are recorded…
Read the articleI just published a new YouTube video: I Only Have One Child — Do I Still Need an Estate Plan? If you only have one child and plan to leave everything to them, you might assume you do not need an estate plan. In some situations, that may technically work,…
Read the articleI 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 articleTo avoid personal liability Arizona business owners must do more than simply form an LLC and assume they are protected. An LLC can shield your personal assets from business debts and lawsuits, but that protection only works if the company is properly…
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 articleSHORT-FORM LEGAL EDUCATION