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Episode Notes

In this essential episode of Buried in Work Podcast, host Adam Zuckerman chats with Paul Deloughery, Founder of Sudden Wealth Protection Law. Join them as they dive into the fundamentals of creating a valid will in Arizona. Host Adam Zuckerman chats with Paul Deloughery, Founder of Sudden Wealth Protection Law. Estate planning is a vital step for anyone wanting to secure their legacy and ensure their wishes are honored. Yet, understanding the legal nuances in Arizona can be challenging. From the specific requirements of a typed versus a handwritten will to the common pitfalls that can lead to a will’s invalidation, this episode breaks down everything you need to know to create a legally sound will in Arizona.

Whether you’re drafting your first will or revisiting an existing one, this episode is packed with valuable insights to help you protect your estate and support your loved ones.

Key Takeaways

  • Learn the specific rules for making a will valid in Arizona, including witness requirements and guidelines for typed and holographic (handwritten) wills.
  • Discover frequent errors people make when drafting their wills—such as unclear language, improper witnessing, and lack of updates—and how to prevent them.
  • Get clarity on the legal differences between typed and holographic wills in Arizona, including which option might suit your needs best.
  • Understand the process for legally modifying or revoking a will, along with the steps to ensure your changes are valid and recognized in Arizona.
  • Learn how Arizona treats out-of-state wills and what adjustments may be needed to align with Arizona’s estate laws.

Get in touch with Paul Deloughery

About Paul Deloughery

Paul E. Deloughery is an experienced estate planning and probate litigation attorney with over 25 years of experience. He is committed to providing personalized and effective legal representation to clients throughout Arizona.

After receiving his Bachelor of Arts and Bachelor of Science degrees from Indiana University-Bloomington, Paul went on to earn his Juris Doctor degree from the Iowa College of Law. He is licensed to practice law in Arizona and is a member of the State Bar of Arizona and WealthCounsel. He is a certified Family Wealth Advisor. He is also the author of Lasting Wealth – A Revolutionary Method of Family Wealth Transfer and Probate Made Simple.

Other Buried in Work Podcast Episodes

  • Published On: November 27th, 2024

    Episode 23 | Why Preserving Family Artifacts Matters: Lessons from a Mortuary Childhood with Kevin O’Connor

  • Published On: November 20th, 2024

    Episode 22 | How to Create a Valid Will in Arizona with Paul Deloughery

  • Published On: November 13th, 2024

    Episode 21 | How to Protect Your Wealth from an Abusive Relationship with Dana Diaz

  • Published On: November 7th, 2024

    Episode 20 | Top Estate Planning Tips for Financial Security and Peace of Mind with Steven Wagner

  • Published On: November 7th, 2024

    Episode 19 | Setting Clear Retirement Goals and Objectives with Gregory Kurinec