will vs revocable trust

Will vs. Revocable Trust: Which is Right for You?

Introduction In estate planning, the decision between using a will or a revocable trust is not a one-size-fits-all answer. It depends on your individual circumstances, the state you live in, and your goals. This article will delve into the advantages and disadvantages of wills and revocable trusts, and how to choose the right vehicle for […]

Transfer on Death Designations and Deeds

The Perils of Transfer on Death Designations and Deeds: Why They May Not Be Wise and Don’t Always Work as Intended

Introduction As an important facet of estate planning, the decision on how to transfer wealth and assets to heirs can be a complex one. Transfer on Death (TOD) designations and deeds have emerged as popular mechanisms due to their straightforward nature and their potential to avoid the rigors of the probate process. While on the […]

Irrevocable living trust

What is an Irrevocable Living Trust in Phoenix, Arizona

An irrevocable living trust is a powerful tax & estate planning tool. It can protect the assets placed in trust from future creditors, divorce, and Medicaid. It can also function as a will substitute, allowing your family members to avoid probate. But what is it? This article will tell you what an irrevocable living trust […]

Trust Protector

What Is a Trust Protector and Why Should You Consider One?

A trust protector is a relatively new concept in the realm of estate planning and trusts, but is quickly gaining favor in many dynasty trust plans.

contact us

Let’s Talk

I’m sure you have a lot of questions. And we’re here to answer them. Just give us a call or fill out the form to the right and we’ll call you.

    What would you like help with? *

    By providing your phone number and submitting this form, you consent to receive SMS messages from Copper State Planning LLC for the purpose of updating you on your inquiry or case, including reminders and relevant information. Message frequency may vary based on the status of your inquiry. Standard message and data rates may apply. To opt out of receiving SMS messages, reply “STOP” at any time. For help or more information, reply “HELP.” For details on how we handle your information, please review our Privacy Policy.