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Estate planning is vital for all individuals, but especially gay couples who face unique estate planning concerns. It is important for LGBT couples to work with a Phoenix attorney knowledgeable about the potential pitfalls that couples can run into while estate planning. Below are four steps that gay couples should consider taking when creating an…

Succession planning is an often-overlooked part of running a small business in Phoenix. Business owners are usually heavily focused on the day-to-day operations of their company and put off planning for a future where they will no longer be in charge. However, there are numerous benefits of having an effective succession plan in place. Below…

The Paycheck Protection Program (PPP) was lifesaving for many Arizona businesses struggling to survive the COVID pandemic. Although called a loan, if recipients follow the correct requirements, one hundred percent of the PPP funds can be forgiven, essentially turning the loan into a business grant. The government does not automatically forgive PPP loans in Arizona….

If you are in the process of creating a Phoenix estate plan, you have probably heard the term “funding your trust.” You may be confused about what this phrase means, but it is important not to ignore it. Funding your trust is a crucial step in the estate planning process. Not funding your trust correctly…

Medicaid is a needs-based government program that provides health coverage to 69.8 million Americans. In Arizona, it is administered by the Arizona Health Care Cost Containment System. To qualify for Medicaid, Phoenix residents must meet strict income and asset requirements. Without proper planning, receiving Medicaid could end up depleting your inheritance. How Does Medicaid Deplete…

It is a mistake to ignore social media sites when you create your estate plan.  So much of our lives have moved online, and you should treat digital assets, like social media accounts, just like any other asset and include them in your Phoenix estate plan. Why Should You Add Social Media Sites to Your…

If you are a beneficiary to an estate in Phoenix, you will typically have to wait months and sometimes years to receive your inheritance. For some individuals, this is too long. Inheritance loans are a tool that can give you access to a portion of this cash before probate is over. Inheritance loans come with…

Trusts are a central feature of many estate plans. If your estate plan includes a trust, it is important to understand how a trust can be dissolved in Phoenix, Arizona. Dissolving a Revocable Living Trust During Your Lifetime in Phoenix A revocable or living trust is a flexible estate planning instrument that the creator (“grantor”)…

I Received a “Waiver of Process; Consent to Probate” From an Executor of a Will. What Should I Do? When a person dies with a will, it must be probated before the executor can distribute the assets. Probate refers to the court process of administering the estate. However, before the will is admitted to probate,…

Why Do You Need a Business Attorney in Phoenix? There are a variety of different reasons why you should work with a business attorney. Although it is a cost upfront, hiring a Phoenix business attorney can save your business a lot of money in the long run. Below are six reasons why you should work…

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