Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

Discover ChatGPT’s step-by-step roadmap to organize your money and estate in just one year. This plan can help you avoid ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

The strategies that protect and preserve family wealth in 2026 and beyond must be more sophisticated, more adaptable, and ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will ...

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

In Arizona, spring is when the sun shines brightly, and the temperatures are perfect for enjoying outdoor activities. As much as we love the spring warmth, it is important to remember that with all ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...