Estate planning is not just about distributing one’s assets after they’re gone; it’s a meticulous process that protects one’s legacy and provides clarity and peace of mind for loved ones in the future. For veterans in Arizona, the process takes...
As the economic landscape changes and new generations emerge, the needs and priorities for financial planning also evolve. This comparison will help you understand how to cater to millennials and baby boomers’ varying estate planning needs. Estate Planning...
A living trust can help you avoid the frustrations and costs associated with probate. Setting up an Arizona living trust allows you to seamlessly transfer assets to your chosen beneficiaries while enjoying additional estate planning benefits. With over 40 years of...
You Will Need to Fund Your Living Trust A living trust is a legal document that allows you to control how your assets will be managed and distributed after death. You can name a trustee to oversee the trust. A living trust can be revocable or irrevocable. If you...
How are Trust Distributions Made? When the creator of a trust, also known as the grantor, dies, the trust becomes irrevocable, and assets are distributed to beneficiaries. What Is a Beneficiary? Who is the Trustee? A beneficiary is someone who receives assets from a...
A trust is an arrangement in which one person, the trustee, holds legal title to the property for the benefit of another person, the beneficiary. The court must determine whether the trust is marital or nonmarital property in a divorce. If the trust is considered...
