A common estate planning question for wealthy Arizonans is how can the assets in the estate be protected from claims of creditors of the beneficiaries and how can the beneficiaries (or some of them) be prevented from squandering their inheritance. The answer to both...
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Month: July 2021
Drafting a will and what not to include in it
Establishing an estate plan is often thought of as something one does later in life, when one has entered retirement. However, this is now considered to be getting late to the game, as there are many benefits to creating an estate plan during one’s younger years. The...
Breach of the fiduciary duty and how to spot it
Sorting out an estate after an individual’s passing isn’t always as easy as it seems. Sure, if the individual left a detailed estate plan then the instructions for disbursement of estate assets should be pretty clear. But these matters are handled by estate executors...