Don’t Live With A False Peace of Mind

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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,...

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...

Don’t D.I.Y. Your Estate Plan!

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...

Trustee Vacancy: Statutes, Successors, Qualified Beneficiaries

by kkpatton | Jul 28, 2021 | Estate Planning, Probate, Trust Administration

What is a trustee vacancy?  This week we are covering the importance of staying up to date on your trusts, especially considering how trusts may develop overtime. Recently our firm reviewed a trust that had previously been updated and amended for several years. Most...

PSA RE: The investing Application Robinhood

by kkpatton | Jul 16, 2021 | Estate Planning, Living Trust, Probate, Trust Administration

It’s time for an estate planning PSA!  Let’s talk about the investing app Robinhood, it has been on the rise in popularity for its ease of use, but let’s talk about what it’s not, and how using Robinhood could mean dealing with probate. Robinhood does not allow...

Do NOT Take This Decision Lightly: The Trustee Selection Process

by kkpatton | May 11, 2021 | Estate Planning, Probate, Trust Administration

When it comes to estate planning you may be under the impression that choosing a trustee is an easier task to determine than it actually is. This decision is NOT one to be taken lightly, choosing a trustee(s) can spell disastrous for some families.  Let’s take a look...