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 [...]
What If I Can't Find My Loved One's Documents? Mesa's Expert Estate Planning Attorneys Give Tips On Finding Your Loved One's Documents If a loved one has recently died or become mentally incapacitated, finding the person’s estate planning documents is essential. The estate planning process and associated documents are critical to making decisions on the [...]
Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons) Estate Planning Attorneys Explain The Variety Of Ways To Transfer Real Estate In Arizona Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real estate is that [...]
What If No One Wants My Stuff? Trust Attorneys Explain How Your Personal Property Is Distributed After Your Death A critical question to ask yourself when creating an estate plan is who will get your stuff when you pass on? While most people think about who they would like to receive the major items—homes, retirement [...]
Who Should I Choose To Be Successor Trustee? Tips On How To Select A Successor Agent When you create a living trust, you must name a successor trustee to take over for you if you are unable to act due to incapacity or death. It is crucial that this decision be given careful consideration and [...]
Who Should Be Your Successor Trustee? Professional Mesa Attorneys Give Advice On Picking Your Successor Trustee If you have a revocable living trust, you probably named yourself as the initial trustee so you can continue to manage your financial affairs. Eventually someone else will need to step in when you are no longer able to [...]
The Importance of a Successor Trustee Professional Mesa Attorneys Explain The Significance Of A Successor Trustee An estate plan that includes a revocable living trust is an excellent way to protect yourself and your loved ones upon your passing or in the event you are unable to manage your own affairs. As opposed to other [...]
Third-Party Supplemental Needs Trusts Everything You Need To Know On Third-Party Special Needs Trusts If you want to provide for a loved one who is disabled or has special needs when you are no longer here, care must be taken to ensure that the inheritance you leave will help rather than harm your loved one. [...]
Things You Need to Know as Successor Trustee Mesa's Experienced Attorneys Give Advice On Being A Successor Trustee Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. Whether you were appointed to this role due to someone’s death or incapacity, [...]
My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney? Mesa's Preeminent Lawyers Explain What To Do When Your Loved One Passes Away You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive a notice from the attorney [...]
