Trusted Leaders In Estate Planning, Elder Law And Fiduciary Services
Estate planning is more than merely writing a will. There are many vital pieces of the estate administration puzzle such as establishing trusts, power of attorneys and living wills. One such piece of the puzzle is choosing an executor. An executor is a person assigned...
Remarriage brings many changes but, unfortunately, spouses often forget their wills, trusts, and other estate documents that were executed years ago and tucked away. Remarriage requires additional estate planning to help assure that you address your family’s needs....
As a person ages, they may need to rely on government benefits such as Medicaid or Supplemental Security Income in order to pay for nursing home care and other personal care needs. However, in order to qualify for these programs, a person can only have a nominal...
It may come as a surprise to Tucson residents that all financial advisors are not legally required to act in their client’s best interests. This means that many people put themselves at risk when they take biased and perhaps costly advice from an advisor who is under...
Many people mistakenly believe that elder law only refers to the estate planning process. In actuality, elder law can also cover many other issues that people face as they get older. An elder law attorney can help with all of these issues and give you and your family...
After a loved one dies, the last thing most family members are thinking of is money. However, at some point, estate administration is needed, and the wishes of the deceased must be done. This is done through the probate process, and a recent ruling shows how...
Taking on the role of executor or personal representative of an estate is a serious commitment. If a loved one asks you to be their executor, you might wonder what exactly that entails. The executor or personal representative is the individual who carries out the...
Many Tucson residents have firm beliefs as to how they want their medical care to be handled, especially if they are facing a terminal illness or are unable to communicate their wishes. Advanced directives – a durable power of attorney and a living will – can be...
With people living longer than in generations gone by, many Arizonans, including those who have chosen to retire to this state, will need to start planning for the cost of staying in a nursing home or other retirement facility. Most people will need some extra help...
Many estate planning devices used by Tucson residents to manage and distribute their assets after they die or if they become incompetent to perform those roles make use of a person who acts as a “fiduciary.” A fiduciary in this context is a person who has demonstrated...
