-
On
What Is an Irrevocable Funeral Trust and How Does It Work?
Read more: What Is an Irrevocable Funeral Trust and How Does It Work?Planning for irrevocable funeral trust funding is a smart way for Arizona families to lock in funeral and burial expenses while preserving Medicaid eligibility. At Copper State Planning, we draft Medicaid-compliant irrevocable…
-
On
Beneficiary Deeds and Trusts: Protecting Your Arizona Legacy
Read more: Beneficiary Deeds and Trusts: Protecting Your Arizona LegacyCreating an Arizona estate plan that will avoid probate and keep family matters private often starts with understanding two key tools: the beneficiary deed and the revocable trust. When used together, beneficiary…
-
On
Navigating the ALTCS Home Sale: Understanding Federal Law and Estate Recovery
Read more: Navigating the ALTCS Home Sale: Understanding Federal Law and Estate RecoveryWhen contemplating the home sale of an ALTCS recipient, it is essential to grasp how the Arizona Long-Term Care System (ALTCS) intersects with federal estate recovery requirements and the protection of the…
-
On
What Is a Grantor Retained Annuity Trust (GRAT)?
Read more: What Is a Grantor Retained Annuity Trust (GRAT)?A grantor retained annuity trust, or GRAT is a specialized estate planning tool that allows individuals, especially those with ultra-high net worth, to transfer wealth to beneficiaries while avoiding estate tax and…
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.
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.
