Articles & Insights
Category: Estate Planning
Dolly Parton’s Estate Faced a Dispute Within Weeks. Her Plan Was Ready.
Dolly Parton died on August 25, 2026, at age 80. She left an estate estimated at $450 million to $650 million, which appears to…
Does a Durable Power of Attorney Cover Medical Decisions in Arizona?
No. In Arizona, a durable financial power of attorney does not authorize your agent to make health care decisions. The financial power of attorney…
What Is a Letter of Instruction to a Bank?
A letter of instruction to a bank is a signed, usually notarized document telling the bank exactly what to do with an account —…
Letter of Instruction: What to Include (With Arizona Examples)
A letter of instruction is an informal, non-binding document that tells the people you leave behind where everything is and what you want done.…
Does Conservatorship Override Power of Attorney in Arizona?
Yes. In Arizona, if a court appoints a conservator after you’ve signed a durable power of attorney, the conservator can override, revoke, or amend…
What Happens to a UTMA Account When the Child Turns 18 in Arizona?
In most cases, nothing happens when your child turns 18. Arizona’s Uniform Transfers to Minors Act (UTMA) generally holds a custodial account until age…
Conservatorship vs. Power of Attorney in Arizona (2026): What’s the Difference?
In Arizona, the difference comes down to one word: choice. A power of attorney is something you sign yourself, in advance, naming the person…
Will vs. Living Trust in Arizona: Which Do You Actually Need?
Will vs. living trust in Arizona: a will goes through probate; a funded trust avoids it and plans for incapacity. A side-by-side guide to choosing.
Who Should I Name as Trustee of My Arizona Trust?
Choose someone trustworthy, organized, and impartial who can follow instructions and handle money responsibly. In Arizona, your trustee can be your spouse, an adult…
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