Is a Living Trust Right for Me?
A living trust is an excellent way to avoid probate, to retain your privacy, reduce estate tax liability and control your estate long after you have passed. If any of these are your goals, a living trust might be right for you.
How Can I Avoid Probate?
Numerous options are available for individuals seeking to avoid probate. Lifetime gifting, beneficiary designations and living trusts can each be useful.
How Can I Avoid Estate Taxes?
A living trust can be utilized to take advantage of the applicable estate tax exemptions at your death, and, as a result, lower your ultimate estate tax liability.
I'm New to Arizona, Do I Need to Change My Will?
Most states recognize wills and other estate planning methods from other states as long as they were validly executed under that state's laws. However, any major life change should trigger a review of your existing estate plan.
I Just Remarried, How Does That Affect My Estate Plan?
Remarriage, like any major life change, can have significant effects on your existing estate plan. Surviving spouses have certain statutory rights which may affect the way your estate is ultimately distributed. Revising your estate plan with this in mind may allow your children and grandchildren to more fully benefit from your separate assets.
Frequently Asked Questions
