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Sarah Petell

Back to Basics – Why Estate Plans Are Not Just For The Rich – And Why You’re Richer Than You Think

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Estate Planning for Everyday Arizona Families: Protecting What You’ve Worked So Hard to Build If you live in Scottsdale, Phoenix, or anywhere across the Valley, take a moment to look around. The home you’ve made your own, the retirement accounts you’ve diligently funded over the years, the life insurance policy from your employer — this … Read more

Back to Basics – What Does “Funding” Your Trust Mean and Why Is It So Important?

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Trust Funding: The Missing Step That Makes or Breaks Your Arizona Estate Plan Your new trust is only as strong as the assets inside it. Overlooking the funding process is the #1 reason why well-intentioned estate plans fail. That task is called “funding” your trust. Consider this analogy: Creating a trust without funding it resembles … Read more

Back to Basics – I Just Completed My Estate Plan – Now What?

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Your Estate Plan is Signed: Here’s How to Ensure It Actually Works for Your Arizona Family Congratulations on completing your comprehensive estate plan! Taking this step represents one of the most responsible and caring actions you can take for your family. You’ve provided them with a clear roadmap for the future, and that accomplishment deserves … Read more

Back to Basics – Why Should I Hire an Attorney to Create My Estate Plan? Aren’t There Solutions on the Internet?

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The Truth About Online Estate Planning: Why Families Need Professional Guidance It’s a question we hear regularly from savvy Arizona residents: “I found a will or trust online for a few hundred dollars. Why should I hire an attorney?” We understand the temptation. It’s easy to see these documents as a simple transaction, a form … Read more

Back to Basics – Will vs. Trust: Making the Right Choice for Your Family’s Future

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Will vs. Trust: Making the Right Choice for Your Family’s Future If something happened to you tomorrow, would your family know what to do? Would they have to navigate the Arizona court system to manage your affairs or care for your children while grieving? This isn’t meant to scare you, instead it’s meant to empower … Read more

Back to Basics – What Is Estate Planning?

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What Is Estate Planning?…I Thought It Was Just Paperwork. Most people think estate planning means filling out a stack of legal documents and calling it a day. Maybe a will, a trust, and a few signatures. Done, right? Not exactly. At Truest Law, we’ve learned that estate planning isn’t really about paperwork — it’s about … Read more