Jun 3, 2020

3 Simple Ways to Avoid Probate Costs

By |June 3rd, 2020|Estate Planning|Comments Off on 3 Simple Ways to Avoid Probate Costs

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 |June 3rd, 2020|Assets|Comments Off on Trust Funding: Setting Your Trustee Up for Success

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 |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 [...]

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