by kkpatton | Jan 11, 2023 | Estate Planning, Living Trust, Trust Administration, Trust Maintenance
Over the past several months, a number of our clients have received communications from their banks requesting additional information regarding their trusts. Specifically, we know of both USAA and Chase sending notices to clients requesting “trust beneficiary...
by kkpatton | Dec 24, 2022 | Estate Planning, Living Trust, Probate, Trust Administration
Last year we wrote about the popular investing app, Robinhood, and I think they must have heard us loud and clear when we said that they need to get on the ball and allow clients to name beneficiaries. Okay, maybe we can’t take ALL the credit for this update, but the...
by kkpatton | Sep 28, 2021 | Estate Planning, Living Trust, Probate, Trust Administration, Trust Funding, Trust Maintenance
Do you have a trust? Well TRUST me and take a look at the end! One major misconception in creating a trust is listing assets via a schedule. This could prolong the distribution of assets to your beneficiaries should something unexpected happen to you. In Arizona,...
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...
by kkpatton | Sep 13, 2021 | Estate Planning, Living Trust, Probate, Trust Administration, Trust Funding, Trust Maintenance
One area you don’t want to D.I.Y. in your life is your Estate Plan… Sure D.I.Y. usually saves you money, but when it comes to estate planning this couldn’t be further from the truth! This week, let’s touch base on the dangers of conducting your estate plan yourself...
by kkpatton | Sep 7, 2021 | Estate Planning, Living Trust, Trust Administration, Trust Maintenance
If you need to make a change to your will, and you’ve thought about marking it on the document itself… STOP! You could cause a major problem! Although a living will can be updated and changed, it is essential to amend it correctly. ...
