Making changes to your estate plan

Making Changes to Your Estate Plan

Are you thinking about making changes to your estate plan? If you’re already our client, or you are in Southern Arizona, we’d like to help. But we have some advice for you in any case. In this podcast episode, we discuss some of the common mistakes we see people make. Changing your estate plan isn’t…

Choosing your fiduciary

Choosing Your Fiduciary

One of the most difficult tasks connected with your estate plan is too easily overlooked. Choosing your fiduciary should be more than just naming your oldest child, or all of your children. Being a fiduciary is actually hard work. You should pay attention to which potential fiduciary is actually up to the task. In last…

Do it yourself estate planning

Do-It-Yourself Estate Planning

Do you enjoy do-it-yourself projects? How about your estate planning? Can’t you just write your own will? How about online trust forms? And wouldn’t it be cheaper if you just prepared your estate planning documents and then paid a lawyer to review them for you? In this podcast episode, we talk about DIY estate planning.…