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...
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...
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...
by kkpatton | Feb 11, 2021 | Estate Planning, Trust Administration, Trust Maintenance
The morbid scavenger hunt is not something to take lightly, while it can be difficult if you find yourself in the midst of one there are some things you can do to make it easier, and steps you can help loved ones and yourself take to avoid it altogether. For those of...
by kkpatton | Feb 2, 2021 | Estate Planning, Health Care Directives, Living Trust, Trust Administration, Trust Maintenance
There are some scavenger hunts in life that you would just rather take a pass on. Unfortunately, sometimes you have no choice but to participate. It’s a sad reality that many people do not take the time to estate plan leaving it up to their loved ones to figure out...
by kkpatton | Jan 21, 2021 | Estate Planning, Health Care Directives, Irrevocable Life Insurance Trusts, Living Trust, Trust Administration, Trust Maintenance
It’s hard to get started on things that don’t come naturally or things that are unfamiliar. It can feel scary to get to work and take the time to create health care directives. Often, after these documents do get created they are left to get “dusty”. Health care...
