You might have questions about choosing a fiduciary. We encourage you to think about your choices. Maybe even discuss the idea(s) with family members and others.Wait. What are we talking about? That is, what is a fiduciary, and do I need one?"Fiduciar

Ambiguity can be a strategic choice. Perhaps a speaker wants to leave a vague impression, offending no one. Maybe a writer hopes the reader will fill in intentional blanks.In a will or trust, though, ambiguity is almost always a problem. When a provisio

We occasionally talk with clients (and others) about choosing to decline or disclaim. Why would someone choose to decline or disclaim, and what's the difference? Those (related) questions often confuse people. In this week's podcast episode, we try to exp

If you are acting as personal representative of an estate, or as trustee, you might want to know how you can facilitate dispute resolution. Good news: Arizona law gives you a couple of good dispute resolution tools. Let us explain what they are and how th

If you have any interest in out-of-state real estate, it can significantly complicate your estate planning process. Why? Because one primary motivation in estate planning is to avoid probate. And real estate in two (or more) different states makes it more

Furniture and accessories matter in a law office like ours. Of course we want to have attractive and functional fixtures. But we also recognize that our client base includes people with various kinds of limitations. We also know that we need to accommodat

Very recently we updated our audience about the surprising changes in the Corporate Transparency Act. That's the federal law that requires owners of limited liability companies (LLCs), family limited partnerships (FLPs) and other entities to file a form w

Too often we see one spouse of a client couple becoming incapacitated. Of course it's also one of the things we help plan for, but it still causes problems. Problems for the well spouse, naturally. But also problems for the couple's lawyers.It's not abo

The 2024 election is over. But 2025 was already going to be a confusing year for estate planning, and that promises to be even more true now. We talk about what might happen -- recognizing that it's all speculation at this point -- under a new administrat

In this week's podcast, we give you a Corporate Transparency Act update. The CTA is still set to require nearly every LLC and small corporation, plus many other family business entities, to file identifying information before December 31 of this year. But