18 08, 2021

Spousal Lifetime Asset Trust

By |2021-08-18T13:03:37-07:00August 18th, 2021|Legal Documents|0 Comments

Spousal Lifetime Asset Trust A spousal lifetime asset trust, or SLAT, is a type of irrevocable trust that is set up to reduce estate taxes. In this article, we will go over how a spousal lifetime asset trust works, the benefits one provides, and information you should consider before you create one. Purpose A [...]

15 01, 2021

Testamentary Trusts

By |2021-08-25T02:15:06-07:00January 15th, 2021|Legal Documents|0 Comments

Testamentary Trusts Testamentary trusts are a type of trust that is created through your Will after you pass away. In this article, we will go over what a testamentary trust is and how it works. The Basics Testamentary trusts are trusts set up by your Last Will and Testament. Your Will instructs your executor [...]

30 09, 2020

Common Probate Terms

By |2020-10-01T09:07:11-07:00September 30th, 2020|Legal Documents|0 Comments

Common Probate Terms There are common probate terms that you will come across during the course of your proceedings. Below, we will define these common probate terms to help you better prepare for carrying out your duties. Probate Before going into specific probate terms, it is important to briefly define what probate is. Probate [...]

2 09, 2020

Celebrity Estate Planning Mistakes-Part 3

By |2021-09-28T07:51:12-07:00September 2nd, 2020|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes This is the third installment in our celebrity estate planning mistakes series. In this article, we will go over the mistakes Princess Diana, Florence Griffith Joyner, Jimi Hendrix, Jenni Rivera, and Michael Jackson made. We can all learn from their mistakes and protect our families. Princess Diana Died: August 31, [...]

29 07, 2020

Duties of Being a Successor Trustee

By |2020-09-25T08:51:28-07:00July 29th, 2020|Legal Documents|0 Comments

Duties of Being a Successor Trustee The duties of being a successor trustee will vary from trust to trust. But your role does not come into effect until the initial trustee becomes incapacitated or is deceased. In this article, we will go over some of the duties of being a successor trustee to give [...]

1 07, 2020

Duties of Being a Personal Representative

By |2020-09-25T09:02:29-07:00July 1st, 2020|Legal Documents|0 Comments

  Duties of Being a Personal Representative In Arizona, when your initial probate documents have been approved you are appointed as the personal representative. Having this designation means that the court has given you the authority to act on behalf of the estate. What exactly does this involve? In this article, we will go [...]

27 05, 2020

Creditor Protection Trust

By |2020-09-25T10:01:22-07:00May 27th, 2020|Legal Documents|0 Comments

Creditor Protection Trust When looking into estate planning there are some who are hoping to get a creditor protection trust. Unfortunately, some do not realize all that is entailed in setting up one successfully. In this article, we will go over how to set up a creditor protection trust properly so you can protect [...]

3 04, 2020

Veterans Asset Protection Trust

By |2020-09-25T11:09:28-07:00April 3rd, 2020|Legal Documents|0 Comments

Veterans Asset Protection Trust A Veterans Asset Protection Trust is a special type of trust that allows a veteran to protect their assets and qualify for veteran benefits. In this article, we will go over the basics of setting up a Veterans Asset Protection Trust and how they work. How It Works A Veterans [...]

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