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A fireproof document box open on a closet shelf with manila folders inside, where Tucson families store the beneficiary forms that decide who inherits an IRA.

What Happens to My IRA When I Die

Quick Answer: Your IRA does not pass under your will. It goes to…

27 AugEstate & Legacy
Global Investment Strategies
Hands reviewing a beneficiary designation form, the document that overrides both a will and a trust.

Will vs Trust in Arizona and What Neither One Controls

Quick Answer: A will directs assets through Arizona probate court. A trust holds…

24 AugEstate & Legacy
Global Investment Strategies
A single-story Tucson home of the kind that often remains deeded in an owner's personal name rather than their trust.

What Funding a Trust Actually Requires in Arizona

Quick Answer: Funding a trust means changing the legal owner of your assets…

21 AugEstate & Legacy
Global Investment Strategies
Two Tucson parents reviewing their estate planning documents together at their kitchen table.

How to Choose a Guardian for Your Child in Your Arizona Will

Quick Answer: In Arizona, a parent can name a guardian for a minor…

17 AugEstate & Legacy
Global Investment Strategies
Tucson family reviewing estate planning documents in an office with a desert view

HNW Estate Planning Tucson: The OBBBA Framework

How high-net-worth Tucson families can coordinate estate planning, income, and legacy decisions, without…

24 JulEstate & Legacy
Global Investment Strategies