Going through a legal separation or divorce is a very stressful, emotional and financially taxing period in anyone’s life. There are many pressing issues that take center stage in a divorce, especially if you have minor children, that usually other important matters are forgotten or ignored. One of the last things that may come to your mind while … [Read more...] about Avoiding the Pitfalls from Separation to Divorce and Beyond
Estate Planning Lawyer
Who Should Be My Life Insurance Beneficiary? #EstatePlanningAttorney
The question, “who should be your designated beneficiary under your life insurance policy” is a very important family decision that should be made after careful consideration of all relevant family and financial goals in mind. As an experienced estate planning attorney, I strongly suggest if you have a blended family, minor children, disabled … [Read more...] about Who Should Be My Life Insurance Beneficiary? #EstatePlanningAttorney
Should I Name My Minor Child as a Beneficiary #EstatePlanningAttorney
As an estate planning attorney in Mesa, Arizona I am frequently asked the question by parents: Should I name a minor child as a beneficiary or contingent beneficiary of a life insurance policy? This question has very important legal and financial ramifications that may affect your child positively or negatively for years to come and thus, should be … [Read more...] about Should I Name My Minor Child as a Beneficiary #EstatePlanningAttorney
Your Living Trust is Not Complete if it is Not Funded Properly
If you have taken the time to create a trust based estate plan and have not taken the next step to ensure all of your assets have been transferred (“funded”) properly, then your trust may not accomplish all that you have intended. Please use the following guidelines below to be certain you have funded your trust correctly to protect your legacy … [Read more...] about Your Living Trust is Not Complete if it is Not Funded Properly
What Can We Learn From Robin Williams’ Estate Plan? #EstatePlanningAttorney
The unfortunate death of actor Robin Williams in August 2014 has sparked numerous articles, blogs and commentary on his life, family, comedy, mental illness, depression, and his estate plan. Whenever a celebrity passes away, either by natural causes or prematurely by unfortunate circumstances or events, undoubtedly that celebrity’s estate plan … [Read more...] about What Can We Learn From Robin Williams’ Estate Plan? #EstatePlanningAttorney
My Loved One Died and Nominated Me as Trustee – What do I do Now? #EstatePlanningAttorney
A very common scenario plays out time and time again: A parent or loved one, years ago, planning ahead (which in and of its self, is something almost 70% of American’s do not do), created a Revocable Living Trust. The Trust book was then placed on the shelf and has collected dust during the past 10+ years, having never been updated nor properly … [Read more...] about My Loved One Died and Nominated Me as Trustee – What do I do Now? #EstatePlanningAttorney