by kkpatton | Jan 11, 2023 | Estate Planning, Living Trust, Trust Administration, Trust Maintenance
Over the past several months, a number of our clients have received communications from their banks requesting additional information regarding their trusts. Specifically, we know of both USAA and Chase sending notices to clients requesting “trust beneficiary...
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 | Nov 23, 2022 | Estate Planning, Trust Administration
There’s a lot to process when a loved one dies. Of principal importance is your personal grief and it is crucial that you gift yourself the time to attend to this need. Give yourself a moment (or two or three) to absorb the initial impact of this tremendous blow. Yes,...
by kkpatton | Nov 7, 2022 | Case Study, Estate Planning, Trust Administration
As humans, we spend a lot of time simplifying our lives. We declutter our desks and decline invitations to social events we’re not interested in attending. We pay down debt and eat whole foods. “Keep it simple” has become a mantra, and yet—when it comes to estate...
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...
