Oct 5, 2021

A Complete Guide To Trust Funding

By |October 5th, 2021|Estate Planning|Comments Off on A Complete Guide To Trust Funding

A Complete Guide To Trust Funding Funding a Trust: What It Is & How To Do It Correctly Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete [...]

Oct 5, 2021

Is Probate Necessary In Estate Planning?

By |October 5th, 2021|Estate Planning|Comments Off on Is Probate Necessary In Estate Planning?

Is Probate Necessary In Estate Planning? Arizona's Trusted Estate Planning Attorneys Explain Why Probate Is a Good Thing Avoiding probate is a common goal for individuals deciding how they want their money and property to be handled when they pass. It is a worthy one and is regularly promoted by estate planning attorneys across the [...]

Oct 5, 2021

Life Insurance & Estate Planning: Key Facts You Should Know About

By |October 5th, 2021|Estate Planning|Comments Off on Life Insurance & Estate Planning: Key Facts You Should Know About

Life Insurance & Estate Planning: Key Facts You Should Know About How Life Insurance Can Protect Your Loved Ones & Provide Them The Life They Had Envisioned Part of protecting your loved ones when you pass away is making sure that you have a proper estate plan in place. Another aspect is making sure that [...]

Oct 5, 2021

Including Life Insurance In Your Estate Plan To Protect Your Beneficiaries’ Best Interests

By |October 5th, 2021|Estate Planning|Comments Off on Including Life Insurance In Your Estate Plan To Protect Your Beneficiaries’ Best Interests

Including Life Insurance In Your Estate Plan To Protect Your Beneficiaries' Best Interests Life Insurance: Estate Planning Tool That Does Not Necessary Guarantee Your Beneficiary's Benefit A common misconception people have about life insurance is that they only need to designate their spouse, child, or loved one as the beneficiary of the policy to ensure [...]

Oct 4, 2021

3 Common Estate Planning Myths Debunked

By |October 4th, 2021|Business Planning|Comments Off on 3 Common Estate Planning Myths Debunked

3 Common Estate Planning Myths Debunked Misconceptions About Estate Planning You Shouldn't Believe Estate planning can be a very difficult process. While it is not brain surgery, making the decision to move forward with an estate plan requires us to face the fact that we will not live forever. This thought stops many people in [...]

Oct 4, 2021

The Importance Of Having An Estate Plan For You & Your Loved Ones

By |October 4th, 2021|Business Planning, Estate Planning|Comments Off on The Importance Of Having An Estate Plan For You & Your Loved Ones

The Importance Of Having An Estate Plan For You & Your Loved Ones What Happens If You Don't Do Estate Planning? In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning [...]

Sep 6, 2021

Community Vs Separate Property: The Differences & Why It Matters

By |September 6th, 2021|Estate Planning|Comments Off on Community Vs Separate Property: The Differences & Why It Matters

Community Vs Separate Property: The Differences & Why It Matters How To Choose Between Community Or Separate Property During Marriage When two people get married, the property they obtain during their marriage is called marital property. This includes anything from real property like homes and rental properties, to stock options, investment accounts, heirlooms, and employment [...]

Sep 6, 2021

What Happens If Only Photocopies Of My Estate Planning Documents Can Be Found?

By |September 6th, 2021|Estate Planning|Comments Off on What Happens If Only Photocopies Of My Estate Planning Documents Can Be Found?

What Happens If Only Photocopies Of My Estate Planning Documents Can Be Found? What Can I Do If I Lost My Estate Plan Documents? If you were to ask attorneys across the country how often they get phone calls like the following, the answer (“Very frequently”) may surprise you. The phone call might go something [...]

Sep 6, 2021

Britney Spears’ Conservatorship Case & What Can You Learn For Your Estate Plan

By |September 6th, 2021|Estate Planning|Comments Off on Britney Spears’ Conservatorship Case & What Can You Learn For Your Estate Plan

Britney Spears' Conservatorship Case & What Can You Learn For Your Estate Plan Britney Spears: A Cautionary Tale About Conservatorships Even if you do not listen to pop music, it has been hard to ignore the recent news about Britney Spears and the #FreeBritney movement trending on social media. What is this movement all about? [...]

Sep 6, 2021

Common Questions Your Estate Planning Attorney Will Ask You & How To Prepare

By |September 6th, 2021|Estate Planning|Comments Off on Common Questions Your Estate Planning Attorney Will Ask You & How To Prepare

Common Questions Your Estate Planning Attorney Will Ask You & How To Prepare How To Get Ready For Your First Estate Planning Meeting For many people, the thought of meeting with an estate planning attorney strikes fear into their hearts. It can be uncomfortable to even consider the possibility of no longer being able to [...]

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