10 Questions You Should Always Ask Before Hiring a Fiduciary How To Properly Choose a Fiduciary For Your Estate Plan A comprehensive estate plan consists of several documents that accomplish three important things. First, they lay out your wishes for the handling of your money and property during life and at death. Second, they explain [...]

Do I Need An Estate Plan If I'm Single? Estate Planning Tips For Single Individuals Estate planning as a single individual can be challenging. You may feel overwhelmed when you think about who will step in and make decisions for you if you cannot make decisions for yourself and who will receive your money and [...]

How Does Remarriage Affect Estate Planning? Estate Planning Attorney's Guide To Ensure Your Estate Plan After a Second Marriage Divorce is more common now than it was in the past, as is remarriage. Depending on how long a prior marriage lasted, the former couple may have engaged in certain levels of estate planning together. When [...]

Who Should I Bring To The Estate Planning Meeting? Ensuring That Your Trust & Estate Administration Goes According To Plan A loved one’s passing is felt by their entire surviving family. But when it comes to carrying out the decedent’s final wishes, not everyone has an equal say. In fact, in many cases, only one [...]

Why You Need a Team For Your Financial & Estate Planning 5 Ways Your Financial & Estate Planning Team Can Protect Your Estate Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for a person or cause and who wants to provide for the person or cause after they die [...]

Should I Use a Separate Or Joint Revocable Living Trust? Joint Trusts Vs Separate Trusts For Married Couples When a couple engages in foundational estate planning, one of the first questions addressed by Mesa estate planning attorneys is whether it makes sense for the couple to use a revocable living trust (RLT) as a part [...]

What Is Basis, & Why Is It Important In Estate Planning? How Does Tax Law Affect Your Estate Plan? “Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is better left to a certified public accountant to worry about. Nevertheless, a basic understanding [...]

Estate Planning For Seniors: Frequently Asked Questions Experienced Estate Planning Attorneys Answer Common Questions Made By Senior Citizens According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from 60 percent to 44 percent since 2019. Although creating or updating your estate [...]

What Are The Limitations Of Financial Power Of Attorney? Power Of Attorney Exceptions On Estate Planning Besides directing what happens to your finances when you pass away, a comprehensive estate plan also addresses the possibility that you could become unable to handle your financial affairs while you are still alive. You may have signed [...]