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 | 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,...
by kkpatton | Jun 2, 2022 | Probate
Setting up a living trust can be a great way to ensure that your assets easily reach your intended beneficiaries after you pass on. However, trusts are not foolproof arrangements—without expert guidance and regular maintenance, some of your assets can still slip...
by kkpatton | May 10, 2022 | Probate
It’s likely many people have heard a myriad of things about probate, but especially, that they must avoid it! While that’s absolutely true if you live in certain states—California being one of them—the probate process in Arizona is not that terrible, relatively...
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...
