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Estate Planning: An Investment in Your Family’s Future

Estate Planning: An Investment in Your Family’s Future

by kkpatton | Oct 20, 2022 | Asset Protection, Estate Planning, Probate

77% of American adults recognize the importance of estate planning, and yet 67% of Americans don’t have a plan in place. The #1 reason why so many adults fail to get their affairs in order is simple: they just haven’t found the time to get around to it. However,...
Beneficiary Designations: What They Are and When to Use Them

Beneficiary Designations: What They Are and When to Use Them

by kkpatton | Jul 18, 2022 | Asset Protection, Estate Planning

An overwhelming 2 out of 3 Americans do not have an estate plan in place. They have not drafted a Will or Trust. They don’t have a Power of Attorney or Advance Directive for Health Care in place. And many are unaware that they can utilize something called “beneficiary...
Estate Planning for Digital Assets: A Guide to Cryptocurrency and NFT Protection

Estate Planning for Digital Assets: A Guide to Cryptocurrency and NFT Protection

by kkpatton | Mar 2, 2022 | Asset Protection, Digital Assets, Estate Planning

Cryptocurrency (or ‘crypto,’ for short) is a form of digital currency that is used either for trading, or to purchase products and services from digital stores. Bitcoin was the first crypto, and is by far the most valuable and popular. Crypto is favored because it is...
Dissecting Non-Disclosure. What Are The DANGERS?

Dissecting Non-Disclosure. What Are The DANGERS?

by kkpatton | Sep 21, 2021 | Asset Protection, Estate Planning, Living Trust, Probate, Trust Administration, Trust Funding, Trust Maintenance

Do you know the risks of not disclosing your assets to your estate attorney?  What about the precautions you should take to protect your wishes should something tragic occur?  Did you even know that this was such a thing and that NOT disclosing your assets could...
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...
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