McDonald Warner - Probate, Elder Law, & Special Needs

January 2019 Archives

Including charitable gifts in an estate plan

Some Arizona residents thinking about the future may want to make charitable giving part of their plans. Many people include donations to charity as part of their annual routines, donating around the holidays or another significant event or volunteering to help a cause they support. One of the most common types of charitable contribution is often made on death as part of a will or other bequest, but some people may be unsure about how they can best make their plans a reality.

Estate planning resolutions to consider during the new year

Some people in Arizona are fairly non-nonchalant about their resolutions for a new year. After all, it's often easy for individuals with good intentions to justify not being able to commit to daily gym visits beyond the first month of the year or not sticking to a diet that ends up being too restrictive. But a resolution that could have a long-term impact for anyone wishing to pass along certain assets to heirs or make important decisions in advance is a commitment to make estate planning a priority during the new year.

Using more than one trust in estate planning

When people in Arizona think about how to care for their loved ones after they are gone, they may be drawn by the flexibility and higher level of control provided by trusts. In addition, using trusts allows people to inherit outside the probate process. While they are less necessary for tax purposes than in the past given the large increases in exemptions from federal estate taxes, there are a number of reasons why people may opt for trusts to pass on their property.

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