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Daily Archives: December 13, 2020

Wills are never the final word

The Final Word? With Wills and Trusts, It’s Never Final

NewsletterBy Jacquelyne MingleDecember 13, 2020

After someone dies, most believe the will or trust is the final word and must be followed. That’s never really true. Often the document can’t be changed. But, if everyone involved can agree, they usually can deviate from the document and divide assets differently. Under Arizona law, a will cannot be reformed or modified, and…

Gifts After Incapacity

Gifts After Incapacity: It Takes Advance Planning

podcastsBy Robert FlemingDecember 13, 2020

You have a long pattern of making gifts — to your children, to other family members, and to charities. Do you want to continue to make those gifts after incapacity? You need to make your intentions clear now, while you are still able to express those wishes. Perhaps you are managing someone else’s affairs. Maybe…

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