The Importance of Funding Your Trust
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially …
Prevent Being Buried Alive – Inlcude in Your Will
A person being buried alive has happened in several different soap operas. If you have a real fear of this, we can put provisions into your will and trust to …
Do Not Leave Your Trust Unprotected: 6 Ways a Trust Protector Can Help You
Trust protectors are commonly used in the United States. Essentially, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for …
Saving for School: Planning for Your Family’s Education
If postsecondary education is in your family’s future, whether for your children, grandchildren, or other family members, consider including one of the following tools in your estate plan. It can …
3 Examples of When an Irrevocable Trust Can and Should be Modified
Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that …
Avoid this #1 Trust Mistake
Over the years, I’ve discovered that many people make a mistake with their trust that catapults their assets and loved ones right into the court system. Most of our clients …
Trusts, Pour-Over Will and Probate in Arizona
How is a pour-over will different from a standard will in Arizona? I am here to demystify the essential role of pour-over wills in safeguarding your legacy. Learn how this …
What You Need to Know About Beneficiary-Controlled Trust
Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create …
Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps …