Helping Clients Create An Up-to-Date Inventory If your client has already done estate planning by creating a will or trust, then the client has taken a very important step toward ensuring that if the client becomes incapacitated or dies, the client’s loved ones will know how to help manage the client’s financial and legal affairs. [...]
Trust Protectors: Are They a Good Fit for Your Client? What Is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to create a trust that functions [...]
Managing The Estate Plan & Legal Affairs Of a Missing Person How To Handle The Estate Plan Of A Missing Person In Arizona Approximately 600,000 people go missing in the United States each year. The loved ones who are left behind must carry not only heavy emotional burdens but significant practical burdens too. People who [...]
Aging Parents: How To Talk To Them About Creating An Estate Plan Mesa's Trusted Estate Planning Attorneys Explain How To Discuss Estate Planning With Your Parents Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise. Broaching this subject can be particularly difficult for parents [...]
Filing An Estate Tax Return After An Individual Passes Away Do You Have To File An Estate Tax Return When Someone Dies? When an individual passes away, tax issues are one of the many things that must be considered. For most individuals who pass away, a final income taxreturn must be filed with the Internal [...]
Inheriting Firearms: What To Do If Your Deceased Loved One Owned a Gun Expert Estate Planning Attorneys Explain What Happens To Guns When The Owner Dies According to the Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF), from 1986 through 2018, tens of millions of firearms were both manufactured in and imported into the United [...]
Life Settlements: What You Should Know About Selling Your Life Insurance Policy Arizona's Leading Estate Planning Attorneys Discuss The The Process Of Life Settlement As a Senior Though many people are familiar with life insurance policies and have a general understanding of how they work, the process of selling a life insurance policy to a [...]
Reviewing Your Estate Plan After The Death Of A Loved One Why You Should Consider Updating Your Estate Plan The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close friend), you need space and time to process and grieve your loss. Once you [...]
My Loved One Has Died - What Do I Do Now? Mesa's Expert Estate Planning Attorneys Explain What To Do After The Death Of Your Loved One When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think about is making phone [...]
Reviewing Your Accounts And Property Upon The Death Of A Loved One The Importance Of Reviewing Your Accounts & Beneficiary Designations For Your Estate Plan How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and property are in only your name when [...]
