Legal Documents2019-03-11T20:39:48-07:00

ESTATE PLANNING

It is estimated that only 20% of American have a Revocable living trust, it is important that you have taken the appropriate measures to create the appropriate legal documents…

…Learn More

BUSINESS CREATION

Starting a business is an overwhelming feat, and it starts with ensuring that you have properly created and submitted your business to the correct agencies.

…Learn More

PROBATE

After experiencing the loss of a loved one the last thing that one wants to do is spend hours in court trying to navigate the complicated probate system…

…Learn More
Contact Me
2907, 2020

Duties of Being a Successor Trustee

By |July 29th, 2020|Legal Documents|

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 you a better idea of what may be required of you. Information You Need Now While the initial trustee is still [...]

107, 2020

Duties of Being a Personal Representative

By |July 1st, 2020|Legal Documents|

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 over some of the duties of being a personal representative. Secure All Estate Assets Your first duty as being a personal [...]

2705, 2020

Creditor Protection Trust

By |May 27th, 2020|Legal Documents|

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 your assets. How a Creditor Protection Trust Works A successful creditor protection trust should be an irrevocable trust. An irrevocable trust [...]

304, 2020

Veterans Asset Protection Trust

By |April 3rd, 2020|Legal Documents|

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 Asset Protection Trust is a type of irrevocable trust. You, as the veteran, create the trust. You will also need to [...]

2702, 2020

Types of Deeds

By |February 27th, 2020|Legal Documents|

Types of Deeds A deed is a legal instrument that conveys the title of real property between parties. There are several types of deeds that can allow you to do so. In this article, we will go over three types of deeds and the purpose they serve. General Warranty Deed A general warranty deed will provide the grantee with the highest level of protection. With this type of deed, the grantor provides several guarantees, or [...]

1601, 2020

Charitable Lead Trust

By |January 16th, 2020|Legal Documents|

Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss how a charitable lead trust works. Purpose The purpose of a charitable lead trust is threefold. The main purpose is to help with gift and estate tax planning. This type of trust may also be [...]