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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…

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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