McDonald Warner - Probate, Elder Law, & Special Needs

June 2018 Archives

Avoiding family conflict in estate planning

When it comes time for many people in Arizona to plan their estates, they may focus on avoiding taxes and setting up an advantageous structure. However, as the estate tax ceiling has risen significantly, one of the most important parts of the estate planning process can be dealing with family dynamics and developing solutions to prevent future conflicts over the estate. Conflicts that arise among beneficiaries can be some of the most costly to the estate. In one case, a $1 million estate decreased to $400,000 following legal conflicts over the disbursement.

Don't make these estate planning mistakes

Estate planning should be a priority for all Arizona residents. Unfortunately, many families don't understand the importance of estate planning until personally experiencing the headaches and court battles that come with settling the business of an estate. Here are some common mistakes that estate owners can avoid when setting up a will, trust or living will.

Estate planning the right way

Even though many Arizona residents want to make sure their estate plans are properly planned so that the wealth they have accumulated will endure and benefit future generations, wealth is sustained in just a few cases. However, there are some steps that individuals can take beyond traditional estate planning methods to make sure their wealth can last for generations and help avoid conflicts regarding how the wealth is to be spent.

How to choose the right trust model

A trust is a common and valuable estate planning tool that allows Arizona residents to take advantage of all available tax-planning opportunities and dictate how they want their assets distributed. However, according to financial experts, many people sabotage their legacy plans by choosing the wrong administrator for their trust.

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