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Congress recently passed SECURE Act 2.0.  The updated law includes countless items that affect financial planning and tax planning, however there isn’t much that affects estate planning.  Only 2 items are worth noting here:1.  The age for required minimum distribution

A revised 2022 edition of the Arizona Estate Administration Answer Book was recently published by Barnes & Noble Press.Practical Answers to Common Questions for Any Size Estate in ArizonaThe Arizona Estate Administration Answer Book is your best resource for understanding

A DocuBank membership provides 24/7 access to your health care directives.  You will receive a wallet card instructing medical providers how to instantly acquire copies of these documents, plus any other health-related information you choose to make available.  DocuBank also

In order to be successful as an estate planning lawyer, I must break down complex topics to manageable teaching points.  Here are a couple examples:There are 3 tools in the estate planning toolbox for transferring assets upon death:1- Beneficiary designation2-