Trusts vs. Wills: Which Is Right for You in 2026? One of the most common things we hear from new clients is, “I need a trust because I want to avoid probate.” Usually, a friend, family member, or even something they read online convinces them that a trust is the better option. The reality is...Read More
Revocable vs. Irrevocable Trusts: Understanding the Key Differences Estate planning can be one of the most important steps a person takes to protect loved ones, preserve assets, and create a clear plan for the future. In Arizona and many states, trusts are among the most effective estate planning tools available. However, many people are uncertain...Read More
Putting Real Estate Into an LLC: Is There a FinCEN Reporting Requirement? Many people transfer rental properties or other real estate into an LLC as part of their asset-protection or estate-planning strategy. Until recently, there was concern that some of these transfers could trigger a new federal reporting requirement. The good news is that, as...Read More
Gift Giving – Put Your Partner in Your Will Estate planning is often seen as something that can be postponed—a task reserved for later in life or for moments of crisis. Yet one of the most essential elements of a well-prepared estate plan is ensuring that your partner is clearly protected. Whether you are married,...Read More
How Would You Know If Someone Left You Money in Their Will? On February 1st, National Unclaimed Property Day serves as a stark reminder of the approximately $60 billion in forgotten and abandoned assets currently held by state governments across the United States. These assets extend far beyond mere unclaimed funds, encompassing life insurance policies,...Read More
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