When residents of Tucson think about creating a will or trust, they will have to think who they want to appoint as their trustee or personal representative. Being a trustee, or a personal representative or conservator, is a significant responsibility. The trustee will...
Trusted Leaders In Estate Planning, Elder Law And Fiduciary Services
Month: March 2021
Considering a living trust? Here’s what you should know
A will isn’t for everyone. Tucson residents might be better served by a different estate planning device. One popular alternative is the living trust. The living trust provides a kind of flexibility afforded by few other estate tools, but there are, of course,...
When is a good time to update and review my estate plan?
Setting up an effective estate plan is an important step for anyone to take. Knowing how and when to update an estate plan is an equally important part of an estate plan that estate planners should also be prepared for. When is a good idea to update and review my...