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When it comes to managing assets and ensuring that your wishes are honored, a trust is often a key tool. However, circumstances change, and sometimes what you need is to update your trust without starting from scratch. This is where trust restatement becomes valuable. A trust restatement lets you make necessary changes while keeping the original … [Read more...] about Understanding the Importance of Trust Restatement in Arizona
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WHY THE DEVIL IS IN THE DETAILS OF A JOINT TENANCY WITH RIGHT OF SURVIVORSHIP DEED – AND PROBLEMS TO EASILY AVOID. Preparing the correct estate planning deeds when you create your will or trust is vital to avoid problems with the transferring of joint property. During the ongoing pandemic we have found that some people will continue to go to … [Read more...] about Estate Planning Deeds | What You Need to Know
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The SECURE Act. An Understanding of the Tax Law Changes in 2020 and Your Estate Planning. This is the time of year we all start going through an annual ritual called taxes. Our W-2’s have been received, 1099’s are coming, K-1’s are being finalized, and April 15th is fast approaching. Have you thought about your estate planning … [Read more...] about The SECURE Act Tax Law Changes in 2020? | Estate Planning Attorney
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Do You Really Trust Your Successor Trustee? In your estate planning who you pick as the successor trustee of your family trust is an important decision that shouldn’t be taken lightly. A trustee is the manager of the instructions, contained in a family trust. During your lifetime, the grantor (person creating the trust) usually will be the … [Read more...] about Do You Really Trust Your Successor Trustee? | AZ Estate Planning Attorney
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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
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