Nov 3, 2021

Important Questions First Responders Must Consider To Protect Their Loved Ones

By |November 3rd, 2021|Estate Planning|Comments Off on Important Questions First Responders Must Consider To Protect Their Loved Ones

Important Questions First Responders Must Consider To Protect Their Loved Ones Estate Planning For First Responders: What You Need To Consider Thank you for all that you do for us. We understand that being the first one on the scene can come with many different risks. We are dedicated to protecting you and your loved [...]

Nov 3, 2021

Family Limited Partnerships: Are They Under Attack?

By |November 3rd, 2021|Estate Planning|Comments Off on Family Limited Partnerships: Are They Under Attack?

Family Limited Partnerships: Are They Under Attack? The Biden Administration’s New Proposal May Have Serious Implications For FLP Owners A popular estate planning tool that has long been used effectively may be facing new challenges under the current administration in Washington, DC. The family limited partnership (FLP) is an estate planning tool that allows families [...]

Nov 3, 2021

Why Estate Planning Is More Essential Than Ever For Student Athletes

By |November 3rd, 2021|Estate Planning|Comments Off on Why Estate Planning Is More Essential Than Ever For Student Athletes

Why Estate Planning Is More Essential Than Ever For Student Athletes Protecting The New Era Of College Athletes It is a new era for college student athletes, who can now (as of July 1, 2021) profit from their name, image, and likeness (NIL). A change to the long-standing National Collegiate Athletic Association (NCAA) policy that [...]

Nov 3, 2021

Estate Planning Considerations For Individuals With Mental Illness

By |November 3rd, 2021|Estate Planning|Comments Off on Estate Planning Considerations For Individuals With Mental Illness

Estate Planning Considerations For Individuals With Mental Illness Estate Planning With Mental Health In Mind It is okay to not be okay. Removing the stigma of mental health starts with realizing that many people—about one in five of all US adults--are affected by mental illness. Understanding this fact can lead to more people getting the [...]

Nov 3, 2021

Is Life Estate The Right Option To Ensure The Future Of Your Home?

By |November 3rd, 2021|Estate Planning|Comments Off on Is Life Estate The Right Option To Ensure The Future Of Your Home?

Is Life Estate The Right Option To Ensure The Future Of Your Home? The Pros & Cons Of Life Estates A home is often one of the most valuable items of property that someone will ever own. When it comes to ensuring that your home passes to the individual or group that you intend, there [...]

Nov 3, 2021

What Does HEMS Mean & Why Is It Included In My Trust?

By |November 3rd, 2021|Estate Planning|Comments Off on What Does HEMS Mean & Why Is It Included In My Trust?

What Does HEMS Mean & Why Is It Included In My Trust? The Importance Of HEMS Trust Standard In Estate Planning In the world of estate planning, you may come across the acronym HEMS from time to time. HEMS stands for “health, education, maintenance, or support” and is frequently included in trust agreements to guide [...]

Oct 5, 2021

Who Is Joseph P. Kennedy & Why Is He Named In My Trust?

By |October 5th, 2021|Estate Planning|Comments Off on Who Is Joseph P. Kennedy & Why Is He Named In My Trust?

Who Is Joseph P. Kennedy & Why Is He Named In My Trust? Joseph P. Kennedy: What Does It Mean Having Him Named In Your Estate Planning Documents? Occasionally, a person who has completed an estate plan with their lawyer may be surprised to discover a reference to Joseph P. Kennedy and his descendants buried [...]

Oct 5, 2021

What Does It Mean To Decant a Trust In Estate Planning?

By |October 5th, 2021|Estate Planning|Comments Off on What Does It Mean To Decant a Trust In Estate Planning?

What Does It Mean To Decant a Trust In Estate Planning? Decanting: A Powerful Estate Planning Tool To Replace The Terms Of An Irrevocable Trust In a constantly evolving world, having the flexibility to adapt to changing circumstances is a valuable trait. But is flexibility less important in estate planning than in other areas of [...]

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 [...]

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