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When Should You Create A Parental Power Of Attorney Document?

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

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!

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...
Tips For How To Avoid The Morbid Scavenger Hunt. PART: Two

Tips For How To Avoid The Morbid Scavenger Hunt. PART: Two

by kkpatton | Feb 23, 2021 | Estate Planning, Health Care Directives, Living Trust, Trust Administration, Trust Maintenance

Let’s Recap! In Part One Of How to Avoid the Morbid Scavenger Hunt we talked about organizing information and how to do so. This week I’d like to continue our discussion and go over how consolidating your assets can help avoid this scavenger hunt. This tip might not...
What Costs More? Estate Planning or Failing To Create A Plan?

What Costs More? Estate Planning or Failing To Create A Plan?

by kkpatton | Feb 16, 2021 | Estate Planning, Probate, Trust Administration, Trust Funding, Trust Maintenance

There are three factors when it comes to the cost of estate planning. Cost of Document CreationCost of MaintenanceCost of Administration When most people think of estate planning they think of the upfront cost alone, but estate planning should be looked at as an...
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