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 …
Best Estate Planning & Trust Administration Law Firm
Vote for us as the Best Estate Planning & Trust Administration Law Firm in the Valley! Each year, AZ Foothills Magazine highlights the community’s favorites, and I am honored to …
Why You Should Put Your House in a Trust
I read an article last week that there are more millionaires in Scottsdale now than ever before. Yet, every week I see luxury home purchases made in personal names, not …
Is Your Chase Account Trust-Ready?
Do you have Chase Bank accounts? If you’re considering converting your Chase Bank accounts to trust accounts, you might face some roadblocks. Chase Bank has specific requirements for establishing a …
What Murdoch’s Family Trust Dispute Means for you
Rupert Murdoch, the media tycoon behind a $20 billion empire, is facing growing tensions within his family over the future of the family trust. The trust, which controls a significant …
Estate Planning Insights Inspired by Dr. Martin Luther King Jr.
Another stop on my recent trip was the place where Rev. Dr. Martin Luther King was fatally shot – the Lorraine Motel in Memphis, Tennessee. This visit was an important …
Are You Worried Your Heirs will Squander their Inheritance
Studies have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs. Often, …
How Much Authority Does a Trustee Have Over the Stuff in My Trust?
A trustee is a person or entity responsible for managing and administering your trust according to your instructions and in accordance with state law. They are considered a fiduciaries (meaning …
What Is a Residuary Clause and Why Is It Important?
When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be some things you unintentionally overlook. However, by including …
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 …