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Why Would I Need a Living Trust?

Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?

Posted on: April 9, 2021

Remind Me Why I Need a Will

A will is a legal document that allows you to decide what happens with your estate after you passed away. Unfortunately, not all people consider creating one because they think that it’s complicated and just an extra expense.

Posted on: April 8, 2021

What are the Stages of Probate?

Although most assets in your estate may pass through the probate process, other assets may not. It often depends on the type of asset or how an asset is titled.

Posted on: March 31, 2021

Estate Planning and a Second Marriage

Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.

Posted on: March 23, 2021

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.

Posted on: March 22, 2021

Should Inherited Money Be Equally Split Between Family Members

When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They might be hurt anyway.

Posted on: March 17, 2021

How Do You Handle Probate?

Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.

Posted on: March 10, 2021

Every Adult Needs a Will and a Health Care Power of Attorney

A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…

Posted on: February 19, 2021

Does a Trust Have to Be Funded to Be Valid?

If you don’t also fund it, unexpected things can happen and some of those things may not reflect the intent to the grantor.

Posted on: February 12, 2021

Who Can Witness Wills?

When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.

Posted on: February 11, 2021