Maybe you are new to Estate Planning and would like a collection of brief articles to provide clarity and confidence as you build your estate plan?

Well, this 35 page booklet is for you.  We share this with prospective clients as a professionally spiral-bound booklet, but you can get it all right here as a downloadable PDF.  No email address or credit card required.

A Practical Guide to Estate Planning
A collection of brief articles to provide clarity and confidence as you build your estate plan.

Yet again, we posted a new and improved article, "A Practical Guide to Funding Your Revocable Living Trust."  Click here to read it now.  

Today we posted a new and improved article, "A Practical Guide for Funding a Revocable Living Trust."  It's posted on the Articles page.

The recent OBBB Act passed by Congress and signed by President Trump on July 4, 2025 sets a new $15,000,000 estate tax exclusion amount for persons who die in 2026.  Without this change the amount would have decreased to approximately one-half of that amount.  The exclusion amount is scheduled for an inflation adjustment each year after 2026.  

I endorse the Fraud Notify program administered by the Pima County Recorder office.  Fraud Notify is a simple way to help you avoid becoming a victim of property fraud.  It is a free service for the benefit of all who own property or businesses in Pima County.  Fraud Notify allows you to set up an alert for your individual or business name, and when a document is recorded with your name on it, you will be notified by email.  This gives you an early warning of potential property fraud being committed in your name. 
  
After submitting the initial registration form online, you will receive an email from Pima County entitled “Activate your Fraud Notify account.”  Once activated, you can add your name using the instructions provided.

All counties in Arizona are now required by law to administer a program of this nature, so it won't be hard to find information about similar programs on other county recorder websites.