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When Should You First Create An Estate Plan?

Posted by Zach Dana on January 23, 2019

Many people become uncomfortable when they think about create an estate plan because that means they need to start thinking about their inevitable death. However, without this type of plan, in the event something does happen, their wishes won’t be known or carried out. While it’s reasonable to believe you are more likely to live […]

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Living Trust vs. Will in Arizona

Posted by Zach Dana on December 13, 2018

If you’re thinking about ways to secure your future, congratulations! The truth is that not enough people do. After all, nobody really wants to think about a day when they might no longer be around or be able to make important decisions, but alas none of us are immortal. Fortunately, you can take some of the uncertainty […]

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How to Avoid Family Conflict in Estate Planning

Posted by Zach Dana on September 24, 2018

While there are many things to consider when it comes to estate planning, including tax implications and proper structuring, it’s also important to think about how to best reduce the risk of family conflicts after you’re gone, especially with the raised tax ceiling. When family members and close friends get into a dispute over your […]

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last will and testament

5 Tips for Preparing Your Last Will and Testament

Posted by Zach Dana on April 13, 2016

  The thought of preparing your last will and testament can be overwhelming, but it doesn’t have to be. These tips will help you get on the right track so you can tackle your estate planning head on and get back to living your life. Create a list of your assets. This list should include […]

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