Professional fiduciaries

Professional Fiduciaries and Your Estate Plan

Choosing your fiduciary can be challenging. Even understanding the duties and challenges facing your fiduciary can be difficult. Sometimes you need to consider professional fiduciaries. What is a professional fiduciary? In Arizona and some other states, there is an industry of professional fiduciaries. Some have legal backgrounds, some social service or financial backgrounds. One of…

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…

Pets in your estate planning

Include Pets in Your Estate Planning

You’re already thinking about your estate planning. Perhaps it’s time to update your five-year-old will and/or trust. Maybe you’ve never gotten around to taking care of this grown-up task. But in any case: have you dealt with your pets in your estate planning? Many of our clients have strong attachments to their pets. Many assume…

Second marriages

Planning Is Essential for Second Marriages

Is your current Mr. or Mrs. Right not your first spouse?  And do you have kids from another relationship?  Second marriages can be wonderfully fulfilling, but step families come with built-in tensions. If this is you, it’s essential to consider an estate plan.  Otherwise, the state of Arizona has a plan, and its rules almost…