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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
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Having a will is an important way to make sure that your final wishes are respected and carried out. Unfortunately, nearly three-quarters of Americans under the age of 34 say they don't have a last will and testament; more than 40 percent of Baby Boomers don't have one. Our Mesa estate planning attorneys know a lot of this has to do with the fact … [Read more...] about A Living Will vs. a Simple Will: Which Do You Need?
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Arizona Estate Planning & Probate Attorney, Kenneth Barney wants you to take notice: Pursuant to Rule 27.1(A) of the Arizona Rules of Probate Procedure, effective September 1, 2012, all non-licensed persons requesting to serve in any court appointed fiduciary capacity must receive training from the Arizona Supreme Court prior to appointment. A … [Read more...] about New Court Mandated Training for All Persons Serving as a Personal Representative, Guardian or Conservator #EstatePlanningAttorney
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During the past few months, approximately 47 statutes have changed or have been added to Arizona’s Probate Code, dealing with probate estates, guardianships, and conservatorships, taking effect on January 1, 2012. Additionally, the Arizona Legislature added approximately 25 changes to various Rules of Probate Procedure, some of which took effect on … [Read more...] about Probate and Estate Planning Attorney | Changes in Arizona’s Estate and Probate Law Statutes and Rules
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You may occasionally wonder about using online “Will kits” or software to produce estate planning documents. These kits are popular because they’re cheap. However, as an experienced wills lawyer I must caution you about the risk of subjecting your survivors to unnecessary legal fees to fix what often turns out to be incomplete or ineffective … [Read more...] about Wills Lawyer Mesa AZ | Will Kits – But Why Can’t I Just Use the Internet?
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10. Remarriage Protection Make sure a new spouse doesn’t receive all your assets Discuss Prenuptial Agreement provision in estate plan Ensures that your family will receive your inheritance 9. Leave a Charitable Legacy Benefit the causes you support Show your posterity what you care about Give your family a chance to support your … [Read more...] about Arizona Estate Planning Attorney | Kenneth Barney | The Top 10 Reasons You Need to Do Your Estate Planning!
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