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BCG Resource Center & Blog


The Fine Print: Beneficiary Designations, The Estate Plan You Forgot You Had.
Many people assume estate planning starts with a will or a trust. In reality, some of the most powerful estate-planning tools are already attached to their accounts — Often without them even realizing it. In Arizona, beneficiary designations quietly do a lot of heavy lifting. For many, they are the reason assets transfer smoothly, quickly, and without court involvement. What Is a Beneficiary Designation? A beneficiary designation is simply a written instruction you give to
Brandon Clark
Jan 203 min read


The Fine Print: Planning for Pets in your Estate Plan
For most of us, pets are family. They’re part of our daily lives, our routines, and our homes. So it can feel uncomfortable to learn that, as far as the law is concerned, pets are considered property —similar to other personal belongings such as vehicles or furniture. As much as I dislike pointing it out, this classification matters when it comes to estate planning. Loving our pets and acknowledging how the law treats them are not mutually exclusive—we simply need to navigate
Brandon Clark
Jan 62 min read


What Is an Arizona Certified Legal Document Preparer (AZCLDP)?
If you’ve never heard of an Arizona Certified Legal Document Preparer , you’re not alone — it’s a long title for a simple idea. AZCLDPs are certified by the Arizona Supreme Court to help people prepare legal documents when hiring an attorney isn’t necessary or practical. In other words, we help you handle important legal matters confidently, without the stress or expense of a full law firm experience. What We Do As AZCLDPs, we’re authorized to: Prepare and file legal documen
Brandon Clark
Oct 13, 20252 min read
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