How Wealth Management & Estate Planning Go Together
Benefits Of Having Wealth Management & Estate Planning Work Together Jon and Margaret W. were what most people would consider well off. They had worked hard, scrimped and saved, and…
DetailsWhat To Expect When Serving As An Elderly Person’s Guardian
You may have noticed your neighbor, Clarence, is starting to have trouble taking care of himself. Sometimes he asks you for help, but other times you notice things like his…
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Tips On Transferring Real Property Into A Living Trust
Transfer Real Property Into A Living Trust In Arizona Jenna’s estate planning attorney suggested she create a living trust. It seemed like the best way for her to pass her…
DetailsTODs & PODs: Advantages & Disadvantages
It seems like a great idea. Finding an easy way for your assets to be handed down to your beneficiaries is appealing. Transfer-on-death (TOD) and payable-on-death (POD) designations can do…
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Even Presidents Need Estate Planning
The President Of The United States Is Often Considered One Of The Most Powerful People On Earth Maybe the stress of serving in the office caused some of the presidents…
DetailsProbate System In Arizona
Arizona’s Probate System A state court system devotes time and energy into handling cases for its citizens. That includes probate cases. For example, Arizona’s probate system provides systems and forms…
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Trustee Duties – What Qualities Do They Need For It?
Duties Of A Trustee At some point in your estate planning, you’ll need to choose who will serve as personal representative or agent. If you’re establishing a trust, of course,…
DetailsLiving Trust Based Vs Will Based Estate Plan
Living Trust Vs Will Based Estate Plan In Arizona The names really say it all, at least on the surface. A “will-based” plan is, of course, based on a Will.…
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Power Of Attorney: Different Powers For Different Purposes
Legal Documents Can Be Similar In Name But Different In Action Or Scope Or Time For example, a power of attorney is a powerful legal document. It’s recommended that your…
DetailsNational Caregivers Day: Tackling A Tough Job With A Smile
Caregivers come in all shapes and sizes. They take on responsibility and provide much-needed assistance in so many ways. Whether picking up meds or helping with daily living activities or…
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