Can My Will Be Challenged in Arizona

Once you have done your will you may wonder is that enough or can  my will be challenged in Arizona. A will filed with the state of Arizona can be challenged, but certain requirements have to be met before the challenge can be made. Arizona law states a petition for probate can be filed regarding…

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Estate Planning and Charitable Giving in Phoenix

Making charitable giving a part of your estate plan is a great way to carry on your legacy and give back to causes that are important to you. As an additional benefit, charitable giving can minimize income and estate taxes. If you are considering including charitable giving in your Phoenix estate plan, you should reach…

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“Funding Your Trust” in Phoenix Estate Planning? 

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…

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Protecting your Inheritance from Medicaid in Phoenix

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…

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Estate Planning for LGBT Couples in Phoenix, AZ

The legal landscape for LGBT couples changed greatly in June 2015 when the U.S. Supreme Court upheld the right for same-sex couples to marry in all 50 states. After the Obergefell v. Hodges decision, many married same-sex couples in Phoenix assume that creating an estate plan is no longer a priority. This assumption is far…

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