ARTICLES LIBRARY
BRIEF AND TO THE POINT

ESTATE PLANNING

• How to Plan Your Estate (Intro Q&A)
• What is Estate Planning?
• Revocable Living Trust
• Living Trust Funding
• Provisions for Surviving Spouse
• Planning Issues with Minor Children
• Planning Issues with Adult Beneficiaries
• Inheritance Protection Trust
• Financial Durable Power of Attorney
• Health Care Power of Attorney
• Living Will
• Beneficiary Deed
• Irrevocable Life Insurance Trust
• Pet Trust
• NFA Gun Trust
• Trust Protector
• Title Options for Bank Accounts
• Title Options for Cars, RVs, and Mobile Homes
• Estate Taxes
• Effect of Divorce on an Estate Plan
• Decision Tree for Naming Retirement Account Beneficiaries after the SECURE Act (PDF)
• Funding Instructions for Revocable Living Trusts (PDF)
• Memo to Banks & Credit Unions Regarding Retitling of Personal Cash Accounts into Living Trust (PDF)
• Memo to Financial Institution to Add Agent Using Financial Power of Attorney (PDF)
• Five Alternatives to Leaving Inheritance Outright (PDF)
• Practical Tips for an Effective Estate Plan (PDF)
• Recent Developments in Estate Planning for Arizona Residents (PDF)

ASSET PROTECTION

• Asset Protection Planning for Arizona Residents
  
• Arizona Home Equity Protection Trust
• Arizona Medicaid Asset Protection Trust
• Asset Protection Exemptions in Arizona

ESTATE ADMINISTRATION

• What is Probate?
• Small Estate Affidavits
• Final Arrangements and Organ Donation
• Trust Beneficiary Notices and Trustee Reports
• Annuities after the Owner's Death
• IRA Distributions after the Owner's Death
• Debts of a Deceased Person
• Transferring Real Estate of a Deceased Nonresident
• Duties of a Trustee (in 200 Words or Less)
• Steps to Establish Inheritance Protection Trusts (PDF)

Last updated April 25, 2025