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The Value of Pour-Over Wills for Living Trusts

The Value of Pour-Over Wills for Living Trusts

by Empowered Legacy Planning | 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...
Probate Law in Arizona: The Probate Process, Explained

Probate Law in Arizona: The Probate Process, Explained

by Empowered Legacy Planning | 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...
Don’t Live With A False Peace of Mind

Don’t Live With A False Peace of Mind

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...
Dissecting Non-Disclosure. What Are The DANGERS?

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!

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

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....
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