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Year: 2023

Leaving retirement account to minor
Estate Planning / Retirement / Trust Administration

Want to Leave Your Retirement Account to Your Minor Child?

Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because …

Pros and Cons of a Family Limited Partnership
Estate Planning / Marital Agreements / Taxes

Pros and Cons of a Family Limited Partnership

Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. …

Estate Planning Modern Family
Estate Planning

Estate Planning Issues for the Modern Family

As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course of the series, the show addresses many issues …

milestones in estate planning
Estate Planning

Important Milestones You Can Incorporate in Your Estate Plan

Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty can create estate planning challenges. Because life changes quickly and …

Professional Trustee
Estate Planning / Power of Attorney / Retirement / Trust Administration

Red Flags When Hiring a Professional To Be Your Trustee

When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are …

Guardian US Citizen
Conservatorship / Estate Planning

Does the Guardian for My Child Have to Be a United States Citizen?

One of the more uncomfortable aspects of estate planning is deciding what will happen to your child if both you and the child’s other legal parent were to die unexpectedly. …

crypto nightmares
Estate Planning / Retirement

Don’t Let Your Cryptocurrency Give You and Your Loved Ones Nightmares

Although cryptocurrency may be one of the latest investment strategies with great potential, for some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following …

Mental Competence
Estate Planning / Marital Agreements / Medical Directives / Power of Attorney / Retirement / Trust Administration

Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might …

Estate Planning / Marital Agreements / Power of Attorney / Trust Administration

Apple Legacy Contact Information

How to add a Legacy Contact for your Apple ID A Legacy Contact is someone you choose to have access to the data in your Apple account after your death. …

International Travel
Estate Planning / Marital Agreements / Power of Attorney / Trust Administration

Your Planning Team for Your Next Adventure

When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how …

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14362 N. Frank Lloyd Wright Blvd.
Suite 1000
Scottsdale, Arizona 85260

480-719-7333

 

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