Trusted Leaders In Estate Planning, Elder Law And Fiduciary Services
An effective estate plan can do a lot for you and your family. While it can ensure a smooth transition of wealth that aligns with your wishes, it can also protect your family from infighting, spare you from being subjected to unwarranted healthcare and financial...
In today’s complex world, it is crucial to plan for unforeseen circumstances that may affect our ability to make decisions regarding our finances, healthcare and personal affairs. One effective way to prepare for such situations is by establishing a power of attorney...
On its face, estate planning seems simple. You put together some documents that specify how you want your assets distributed once you pass away, right? True, but if you want to get the most out of the estate planning process, you should know how to utilize your...
Compared to bequeathing money to loved ones in a will, a trust offers a much greater degree of control. A trust allows you to protect trust assets while also providing income for loved ones, as well as providing instructions for how that income will be distributed....
A sound estate plan can leave you feeling confident that your assets are going to be in good hands when the time comes. But as time goes on, you might find yourself concerned about the viability of your loved ones’ ability to maintain the long-term stability of your...
When estate planning, you must make many fiduciary designations. This includes guardians for your minor children, elderly parents or any other disabled family member. For your trusts, the fiduciary designation is the trustees, and the fiduciary for your entire estate...
You’ve worked hard to build your wealth over time. As a result, it can be difficult to think about leaving your assets to loved ones who may not have the experience or skills needed to adequately manage what you’re about to leave to them. You might be worried that...
If you’ve created your initial estate plan, then you probably breathed a sigh of relief once all of your legal documentation was finalized. It’s a major accomplishment, and one that many people put off for far too long. So, you deserve a pat on the back. You should...
When your parents pass away, their estate will be probated. The probating of their will, and all associated duties are handled by their executor. This could be a person they chose and named in their will, or it could be a person appointed by the court. Executors have...
Estate planning in Arizona often focuses on crafting a will or a trust. These are obviously important, but there are other vital areas that can be covered through an estate plan. Two of them are a living will and a durable health care power of attorney. Rather than...
