Considerations Before You Head South for the Winter For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting the road. Which State Do You Consider Your Home? Residency vs. Domicile for Snowbirds [...]

Your College Student’s Digital Life: The Hidden Estate Planning Gap Nobody Talks About When a child is preparing to leave for college, both the student and the parent may face a period of uncertainty. For many students, college is their first experience living independently. That independence extends beyond just living away from home. It may [...]

Quiz: How Well Do You Know Your Own Estate Plan? As adults, we rarely face a multiple-choice exam or a pop quiz. The tests that come our way tend to be real-life ones: moments that reveal how prepared we actually are for the unexpected.  That is how your estate plan is supposed to work. The [...]

When “We’ll Figure It Out” Becomes a Problem When a parent’s health crisis hits, families often discover that what they thought they had figured out fails to hold up under pressure. Grief, exhaustion, and dysfunctional family dynamics can distort verbal understandings, and good intentions do not translate into legal authority. Meanwhile, hospitals, banks, and insurance [...]

Choosing the Right People for the Right Roles in Your Estate Plan If you are single, choosing the people who will serve in your estate plan is far more than a formality. It is one of the most consequential planning decisions you will make. Married individuals often rely on a spouse to act during an [...]

How to Protect Your Great Ideas Or Works for Your Family Your money, home, and vehicles are not the only assets that should be addressed in your Arizona estate plan. You should also consider your intellectual property, including any rights and income associated with it. You do not have to be a famous author, painter, [...]