Jan 8, 2021

Severing Joint Ownership of Property

By |January 8th, 2021|asset protection|Comments Off on Severing Joint Ownership of Property

Severing Joint Ownership of Property Mesa's Reliable Attorneys Give A Detailed Explanation On Severance of Joint Tenancy One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (JTWROS or joint tenancy). But what is joint tenancy? Joint tenancy is a legal right to property that [...]

Nov 5, 2020

What Is a Medallion Signature Guarantee, and Do I Need One?

By |November 5th, 2020|asset protection|Comments Off on What Is a Medallion Signature Guarantee, and Do I Need One?

What Is a Medallion Signature Guarantee, and Do I Need One? Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain. However, that is far from what this guarantee means. An MSG is a unique tool used to protect the transfer of certain [...]

Sep 4, 2020

Disaster Preparedness Month: How to Prepare for Whatever May Come Your Way

By |September 4th, 2020|asset protection|Comments Off on Disaster Preparedness Month: How to Prepare for Whatever May Come Your Way

Disaster Preparedness Month: How to Prepare for Whatever May Come Your Way The unpredictable can occur at any time: fires, hurricanes, floods, earthquakes, pandemics—you name it. Because September is National Disaster Preparedness Month, we want you to be prepared for whatever life throws at you. Although none of us can predict the future, there are [...]

Aug 4, 2020

Seven Ways to Avoid Family Fights over Your Property

By |August 4th, 2020|asset protection, Estate Planning|Comments Off on Seven Ways to Avoid Family Fights over Your Property

Seven Ways to Avoid Family Fights over Your Property Ask a group of friends if they have experienced a family fight over a property after a loved one has died, and you will be in for a lively and eye-opening conversation. Far too many families end up fighting, or at least experiencing tension, over a [...]

Jun 3, 2020

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

By |June 3rd, 2020|asset protection, Assets|Comments Off on How to Help Your Loved Ones (and Assets) Avoid Probate

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 [...]

Nov 28, 2017

PRIMER ON ASSET PROTECTION: PART 3

By |November 28th, 2017|asset protection|Comments Off on PRIMER ON ASSET PROTECTION: PART 3

PRIMER ON ASSET PROTECTION: PART 3 Protecting Inheritances Left to Family This is Part 3 in our series, A Primer on Asset Protection. It has been a while since our last segment, so as a quick recap: in Part 1, we discussed asset protection in the business context. In Part 2, we discussed how to [...]

May 16, 2017

A Primer on Asset Protection Law

By |May 16th, 2017|asset protection, Business Planning, Estate Planning|Comments Off on A Primer on Asset Protection Law

A Primer on Asset Protection Law Clients often ask us about the best way to protect their assets from unnecessary taxation, risk, and potential unknown creditors. Other clients are surprised when we explain that their assets may be exposed to these kinds of liabilities. There is a common misperception that asset protection in Mesa, [...]

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