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 12, 2017

PRIMER ON ASSET PROTECTION: PART 2 How to Protect your Assets from the Costs of Nursing Home Care

By |2020-01-24T12:30:00+00:00June 12th, 2017|Assets|0 Comments

Primer on Asset Protection: Part 2 How to Protect your Assets from the Costs of Nursing Home Care This is Part 2 in our series, A Primer on Asset Protection Law. In Part 1, we discussed asset protection in the business context. In the coming weeks, we will address other aspects of asset protection law [...]

May 30, 2017

A Primer on Asset Protection Law: Part 1 Asset Protection for Businesses and Business Owners

By |2020-01-24T12:30:08+00:00May 30th, 2017|Assets|0 Comments

A Primer on Asset Protection Law: Part 1 Asset Protection for Businesses and Business Owners Many of our clients are already business owners or are entrepreneurially-minded individuals who are considering starting a new venture. When counseling with these clients, there are a variety of asset-protection issues that seem to come up on a regular basis. [...]