by kkpatton | Mar 19, 2022 | Digital Assets, Estate Planning
Leaving a legacy has never been easier, thanks to the popularity of social media platforms like Facebook, TikTok and Instagram. These digital platforms allow us to share our lives with people across the globe, creating a library of digital assets that have the...
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...
by kkpatton | Feb 8, 2022 | Trust Funding
Creating an estate plan and keeping it updated is a critical step in securing your assets, protecting your loved ones, and ensuring your legacy continues long after you’re gone. But there’s an additional vital step that many neglect to complete: setting up a living...
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...