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Author Archives: Jeffrey P. Hall

Key Steps in Creating an Estate Plan

Making out a will and other estate planning documents may seem intimidating. The process reminds us of our own mortality. Good estate plans, however, are not merely about disposing of your property after death but also about protecting you and your property in case of a serious disability. Even if you don’t have significant assets, […]

How Long Does Probate Take in Arizona?

Despite what you see in movies, after someone dies, distributing their assets isn’t a matter of the heirs gathering for a lawyer’s formal reading of the will. Estates often have to go through a court process known as probate. Depending on the size and complexity of an estate, probate can take months and even years. […]

Estate Planning Tips for Newlyweds

As you and your spouse embark on married life, you have a whole future to plan for. However, most newlyweds are not focused on the advisability of estate planning. Regardless of your state of financial health, estate planning early in your marriage can help you deal with future changes and protect your assets. Marriage involves […]

Single People Have Special Estate Planning Needs

According to U.S. census data, nearly half of American adults are single, but you would never know it from reading estate planning information on the internet. Websites giving estate planning advice seem to assume that virtually everyone is married with children. But single people can and should prepare financially for their retirement, both to foster […]

Arizona Probate Services for Out-of-State Clients

If you’ve been named as an executor by someone in Arizona and you live out of state, you will be faced with probating the estate when that person passes away. You may rightly wonder how you will shoulder that responsibility and whether you will need to spend considerable time here to do so. Fortunately, with […]

Using a Pour-Over Will as a Safety Net in Estate Planning

The principal goal of estate planning is making sure that your assets are managed and distributed according to your wishes once you’re deceased. Your last will and testament is one method of issuing directions for the handling of your estate. However, many people choose to create a living trust, which appoints a trustee to carry […]

Protecting a Beneficiary’s Inheritance with a Spendthrift Trust

Trusts are useful estate planning tools that allow you to control on what terms your assets will be transferred to designated beneficiaries. Trusts can fulfill multiple purposes, and one of them is to care for a child or other relative that you fear might squander their inheritance. By creating a spendthrift trust, you can protect […]

Four Ways to Keep Probate to a Minimum

Making a will is the traditional way of controlling what happens to your property when you die. A will must usually go through probate, a court proceeding that can be lengthy, complicated and expensive. However, not all of your assets need to be part of that process. Depending on how you manage your property, it […]

Is a No-Contest Clause in Your Will or Trust Enforceable?

Wills and trusts should be carefully drafted to express your final wishes clearly and explicitly. But even the most well-prepared documents can be subject to lengthy and costly challenges during probate and other legal proceedings. One way you can try to avoid such disputes is by including in your will or trust a provision that […]

Blended Families Present Estate Planning Challenges

Planning your estate can be complex, and more so if you are part of a blended family, such as one that includes children from prior marriages of you or your spouse. In addition to considering the typical financial ramifications and tax consequences, you must take added measures to ensure you are making adequate legacies for […]