Have a Rental Property In Arizona?
Becky Cholewka: Here’s a tip for you if you have a rental property. Make sure, in Arizona, that you register your rental property with whatever county that rental property is located in. That means, you’ll be able to be under the full protection of the Arizona Landlord‑Tenant laws. If you have not registered your rental […]
A Few Words On Choosing a Successor Trustee
Becky Cholewka: If you choose to have a trust, one of the most important decisions that you are going to make is who is going to act for you as your successor trustee. They are the ones that are not only going to be able to manage and control and invest the monies that you […]
When to Start Estate Planning: Tips on How to Get Started
When you read the words “estate planning,” it likely brings to mind the idea of property and significant assets. Thanks to the word estate, you may even picture Downton Abbey or its American equivalent. In reality, estate planning is about much more than your financial assets. It includes the advance directives surrounding your medical […]
Medicare Advance Care Planning: Things You Should Know
When it comes to estate planning, one of the best changes Medicare made in 2016 was adding coverage for end-of-life discussions with your healthcare provider. Most people avoid these discussions at all costs. After all, few people enjoy thinking about death. Unfortunately, our mortality is something we all share. Having these discussions, though unpleasant, helps […]
More Tips on Tough Conversations for the Sandwich Generation
Becky Cholewka: Here are a couple more tips that I’d like to share about having tough conversations with family members. Throughout my estate planning practice, I know that there are many, especially sandwiched‑generation families, who are dealing with their aging parents, and want to make sure that they’re doing so in a loving way, but […]
The Truth About Statutory Agents For Your LLC
I’ve had a few people that I’ve run into that have told me that have gotten their business documents by going online and doing it through Legal Zoom, or some other type of online place. That’s fine, but they’ve told me that they’ve also signed up for that same document place to act as their […]
Estate Planning and Same-Sex Couples
Now that the United States recognizes same-sex marriage in all 50 states plus the District of Columbia, every American enjoys the legal protections marriage offers. However, just like heterosexual couples, there are certain steps you must take to exercise those rights when it comes to estate planning. The Protections Offered by Marriage If the […]
Investing in Your Future: Annuities as Estate Planning Tools
For anyone looking for a long-term investment with guaranteed lifetime income, annuities present a viable option. These financial tools offer a wide range of benefits, with numerous options and flexibility. It’s important to note that an annuity is not a short-term investment. If you’re looking for quick returns, an annuity is not the answer. […]
Arizona Probate FAQ’s
Despite the wide availability information, the Arizona probate process continues to confuse many people. This may be due to there being a great deal of inaccurate information, much of it shared by well-meaning but misinformed family and friends. Probate has become synonymous with expensive and stressful. People don’t like the costs and time associated with […]
The Important Date You Need To Know In Arizona If You Already Have an Estate Plan
Becky Cholewka: A really important date to remember here in Arizona, is January 1st, 2009. That’s when the state completely overhauled our trust code. If you have documents that were created prior to that date, we pretty much know they need to be legally updated at this point in time. A good thing to do […]
