Jul 7, 2020

Saving for School: Planning for Your Family’s Education

By |2020-07-08T18:15:37+00:00July 7th, 2020|Estate Planning|0 Comments

Saving for School: Planning for Your Family’s Education According to the National Center for Education Statistics, in the 2018–2019 academic year, the average tuition and fees for a public four-year institution were $9,200; $35,800 for a private nonprofit four-year institution; $3,700 for a public two-year institution; and $18,400 for a private nonprofit two-year institution. If [...]

Jul 7, 2020

Summer Vacation Plans? Precautions and Preparations to Consider

By |2020-07-08T20:07:45+00:00July 7th, 2020|Estate Planning|0 Comments

Summer Vacation Plans? Precautions and Preparations to Consider After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider and preparations to make with your Arizona estate planning attorney as you plan your [...]

Jul 7, 2020

Education Funding Flexibility in Light of COVID-19

By |2020-07-08T17:38:25+00:00July 7th, 2020|Estate Planning|0 Comments

Education Funding Flexibility in Light of COVID-19 When it comes to returning to school in the fall, the details may still be unknown. Will students be attending classes in person, or will classes continue to be online? Will college students be allowed on campus, or will they be bunking with mom and dad for the [...]

Jun 3, 2020

3 Simple Ways to Avoid Probate Costs

By |2020-06-03T23:00:35+00:00June 3rd, 2020|Estate Planning|0 Comments

3 Simple Ways to Avoid Probate Costs The bad news: When a deceased person’s estate (all of their money and property) has to go through probate (the court-supervised process of distributing a deceased person’s money and property), it can be subject to a variety of costs stemming from Arizona probate administration attorneys, executors, appraisers, accountants, [...]

Jun 3, 2020

Trust Funding: Setting Your Trustee Up for Success

By |2020-06-03T22:12:10+00:00June 3rd, 2020|Assets|0 Comments

Trust Funding: Setting Your Trustee Up for Success For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn’t end the estate planning process with your [...]

Jun 3, 2020

How to Help Your Loved Ones (and Assets) Avoid Probate

By |2020-06-03T22:15:54+00:00June 3rd, 2020|asset protection, Assets|0 Comments

How to Help Your Loved Ones (and Assets) Avoid Probate  Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their Estate Plan. When properly prepared, a Living Trust avoids the public, costly and time-consuming court processes of Arizona conservatorship or guardianship law (due to [...]

Jun 3, 2020

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

By |2020-06-04T01:31:57+00:00June 3rd, 2020|Estate Planning|0 Comments

Nosy Neighbor Nellie Can Find Out About Your Probate. Really. Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become a matter of public record. That means your nosy neighbor Nellie can [...]

Jun 3, 2020

Legal Requirements to Consider When Selecting an Executor

By |2020-06-04T01:38:52+00:00June 3rd, 2020|Estate Planning|0 Comments

Legal Requirements to Consider When Selecting an Executor The person you choose to be your executor (sometimes called a personal representative) will play an extremely important role, as that person will be responsible for gathering, securing, managing, and ultimately distributing your money and property when you pass away. As a result, you should make your [...]

Jun 3, 2020

HELP! This Probate Is Taking Forever!!!

By |2020-06-04T01:20:31+00:00June 3rd, 2020|Estate Planning|0 Comments

HELP! This Probate Is Taking Forever!!! After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s default distribution scheme (found in its “intestacy” statute). While most people want the settlement process to be done ASAP, probate can take between 18 and [...]

Jun 2, 2020

No-Contest Clause: Does No-Contest Really Mean No Contest?

By |2020-06-04T00:55:21+00:00June 2nd, 2020|Estate Planning|0 Comments

No-Contest Clause: Does No-Contest Really Mean No Contest? We live in a litigious society. Unfortunately, even family members sometimes file lawsuits because they are dissatisfied with what their parents or loved ones leave them in a will or trust. Some are so disgruntled that they decide to contest or challenge the validity of a will [...]

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