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. Most...
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...
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...
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 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...
