Apr 7, 2021

Essential Estate Planning Considerations For Unmarried Couples

By |2021-04-07T16:36:33+00:00April 7th, 2021|Estate Planning|Comments Off on Essential Estate Planning Considerations For Unmarried Couples

Essential Estate Planning Considerations For Unmarried Couples Estate Planning Strategies To Protect Your Unmarried Partner In Arizona When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and property, your desired level of protection from your partner’s creditors, and other factors unique to your [...]

Apr 7, 2021

Alternatives For Transferring Your IRA To Your Loved One In Arizona

By |2021-04-07T02:43:39+00:00April 7th, 2021|Estate Planning|Comments Off on Alternatives For Transferring Your IRA To Your Loved One In Arizona

Alternatives For Transferring Your IRA To Your Loved One In Arizona Mesa Estate Planning Attorneys Explain The Options For Establishing & Transferring Your Individual Retirement Account Now, more than ever before, Americans are using a variety of tax-deferred accounts such as 401(k)s and IRAs to save for retirement. And while the laws are currently designed [...]

Apr 5, 2021

Wilburn vs. Mangano: What Does The Term “Fair Market Value” Mean?

By |2021-04-07T02:43:27+00:00April 5th, 2021|Estate Planning|Comments Off on Wilburn vs. Mangano: What Does The Term “Fair Market Value” Mean?

Wilburn vs. Mangano: What Does The Term "Fair Market Value" Mean? Mesa Estate Planning Lawyers Discuss The Case Of Wilburn vs. Mangano When reading through a will or trust agreement, you may see language that grants a right to an individual to purchase certain property from the estate or trust at “fair market value.” At [...]

Apr 2, 2021

Estate Planning: Can I Disinherit a Child In Arizona?  

By |2021-04-07T02:43:15+00:00April 2nd, 2021|Estate Planning|Comments Off on Estate Planning: Can I Disinherit a Child In Arizona?  

Estate Planning: Can I Disinherit a Child In Arizona? Mesa's Expert Estate Planning Attorneys Discuss Leaving Someone Out Of Your Will One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces the child’s attempts to win the father over and be considered a part of the family [...]

Apr 1, 2021

Estate Planning Terminology: Understanding Legal Terms To Describe Your Family & Loved Ones 

By |2021-04-07T02:43:05+00:00April 1st, 2021|Estate Planning|Comments Off on Estate Planning Terminology: Understanding Legal Terms To Describe Your Family & Loved Ones 

Estate Planning Terminology: Understanding Legal Terms To Describe Your Family & Loved Ones Arizona Estate Planning Attorneys Explain Common Legal Terms For Estate Law While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines [...]

Mar 31, 2021

7 Important Estate Planning Documents For Unmarried Partners

By |2021-04-07T18:07:56+00:00March 31st, 2021|Estate Planning|Comments Off on 7 Important Estate Planning Documents For Unmarried Partners

7 Important Estate Planning Documents For Unmarried Partners Our Trusted Attorneys Share Some Essential Estate Planning Tools For Unmarried Couples Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed relationship and are not married. Unless you plan properly, your partner will not receive [...]

Mar 30, 2021

Why Is Estate Planning Important For Cohabitating Couples?

By |2021-04-07T20:18:40+00:00March 30th, 2021|Estate Planning|Comments Off on Why Is Estate Planning Important For Cohabitating Couples?

Why Is Estate Planning Important For Cohabitating Couples? Top Reasons To Consider Estate Planning With Your Unmarried Partner In Arizona According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3 percent in 1995. More people such as yourself are entering [...]

Mar 11, 2021

Helping Clients Create an Up-to-Date Inventory

By |2021-03-23T15:43:08+00:00March 11th, 2021|Gunderson Guide Newsletter|Comments Off on Helping Clients Create an Up-to-Date Inventory

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. [...]

Mar 11, 2021

Trust Protectors: Are They A Good Fit For Your Client?

By |2021-03-11T22:13:15+00:00March 11th, 2021|Gunderson Guide Newsletter|Comments Off on Trust Protectors: Are They A Good Fit For Your Client?

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 [...]

Mar 3, 2021

Managing The Estate Plan & Legal Affairs Of a Missing Person

By |2021-03-03T22:06:51+00:00March 3rd, 2021|Estate Planning|Comments Off on Managing The Estate Plan & Legal Affairs Of a Missing Person

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 [...]

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