Starting a new chapter
- Guide 016 min read
Estate Planning When You Get Married in Arizona
Marriage instantly changes how Arizona law treats your money, your home, and who can speak for you in a hospital. Use this guide to update your plan in the right order.
Read the guide - Guide 098 min read
What to Do With Your Estate Plan When You Move to Arizona
Arizona is a community property state. Whether you arrived from California, Illinois, Texas, or anywhere else, your out-of-state will and trust still work, but Arizona law changes the result. Update before you need it.
Read the guide - Guide 058 min read
Estate Planning When You Retire in Arizona
Retirement is when your estate plan stops being theoretical. Required minimum distributions, Medicare, and long-term care all start applying. This is the audit to run in your first retired year.
Read the guide
Family changes
- Guide 025 min read
Estate Planning After a Divorce in Arizona
Arizona automatically revokes some, but not all, of your ex-spouse's rights when the divorce is final. The gaps are where families get hurt. Here is what to fix, in order.
Read the guide - Guide 069 min read
Estate Planning for Blended Families in Arizona
Without a careful plan, an Arizona blended family is the textbook example of children from a first marriage losing their inheritance to a second spouse, entirely accidentally.
Read the guide - Guide 037 min read
Estate Planning for a Child with Special Needs in Arizona
Leaving money outright to a child with disabilities can disqualify them from the benefits they rely on. Here is how Arizona families plan around that and what to do at every age.
Read the guide
Difficult moments
- Guide 087 min read
Estate Planning After a Serious Diagnosis in Arizona
A serious diagnosis (cancer, ALS, dementia, Parkinson's, advanced heart or kidney disease) makes estate planning urgent. Here is the order Arizona families work in when treatment may start within weeks.
Read the guide - Guide 075 min read
Estate Planning When a Spouse Dies in Arizona
Losing a spouse is the hardest time to handle paperwork, and the moment when good paperwork matters most. Here is what an Arizona surviving spouse should do, and in what order.
Read the guide - Guide 046 min read
Estate Planning When You Inherit Property in Arizona
An inheritance is both a windfall and a tax decision. Arizona law gives you tools, including step-up in basis, beneficiary deeds, and disclaimers, that only work if you act in the right order.
Read the guide