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...
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...
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...
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...
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....
