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Charitable Remainder Trusts: Benefits and Considerations
Read more: Charitable Remainder Trusts: Benefits and ConsiderationsAt Copper State Planning, we design charitable remainder trusts for Arizona families who want to support chosen causes while securing predictable income payments for themselves or loved ones. If you are exploring…
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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…
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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…
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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…
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