Trustee Vacancy: Statutes, Successors, Qualified Beneficiaries

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What is a trustee vacancy?  This week we are covering the importance of staying up to date on your trusts, especially considering how trusts may develop overtime. Recently our firm reviewed a trust that had previously been updated and amended for several years....

PSA RE: The investing Application Robinhood

by kkpatton | Jul 16, 2021 | Estate Planning, Living Trust, Probate, Trust Administration

It’s time for an estate planning PSA!  Let’s talk about the investing app Robinhood, it has been on the rise in popularity for its ease of use, but let’s talk about what it’s not, and how using Robinhood could mean dealing with probate. Robinhood does not...

When Should You Create A Parental Power Of Attorney Document?

by kkpatton | Jul 5, 2021 | Estate Planning, Events, Guardianship and Conservatorship

As parents, it’s in our nature to worry about our children when they are in the care of others. It doesn’t matter if our kids are with people we trust, things happen right? Give yourself peace of mind by creating a parental POA. A parental POA gives temporary...

Do NOT Take This Decision Lightly: The Trustee Selection Process

by kkpatton | May 11, 2021 | Estate Planning, Probate, Trust Administration

When it comes to estate planning you may be under the impression that choosing a trustee is an easier task to determine than it actually is. This decision is NOT one to be taken lightly, choosing a trustee(s) can spell disastrous for some families.  Let’s take a...

NO Right Of Survivorship Nightmares!

by kkpatton | May 3, 2021 | Asset Protection, Estate Planning, Probate, Trust Administration, Trust Maintenance

No one likes to deal with messy probate, and it can often be a nightmare when things are not set up properly. In the state of Arizona especially we often see common mistakes when it comes to real estate!  Here is a real life example of a situation and something...