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


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…

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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.

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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…

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1110, 2019

Common Estate Planning Terms

By |October 11th, 2019|Legal Documents|

Common Estate Planning Terms There are certain common estate planning terms that you should be familiar with as you embark on your estate planning journey. Below you will find a categorical list of these common estate planning terms. General Estate Planning Terms Estate An estate is the total value of assets and debts that a person leaves behind at their death. Fiduciary Fiduciary refers to an individual who has the legal duty to act [...]

609, 2019

Medicaid Trust

By |September 6th, 2019|Legal Documents|

Medicaid Trust A Medicaid trust is a useful tool for Medicaid planning. A Medicaid trust is an irrevocable trust that must follow certain guidelines to be valid. In this article, we will go over the basics of Medicaid trusts. Qualifying for Medicaid Each state has its own Medicaid systems in place, such as Medi-cal ( in California. Arizona's Medicaid program is known as the Arizona Health Care Cost Containment System (ACHHS). However, the Medicaid [...]

2607, 2019

More Celebrity Estate Planning Mistakes

By |July 26th, 2019|Legal Documents|

More Celebrity Estate Planning Mistakes Many enjoy reading celebrity estate planning mistakes because they have a hard time believing people with so much money and so many resources available to them can make such mistakes. But their mistakes can be simple, practical ones. We should be aware of these and learn from them. In this article, we will go over some more recent celebrity estate planning mistakes and what we can learn from them. [...]

1406, 2019

Beneficiary Deeds-Advantages and Disadvantages

By |June 14th, 2019|Legal Documents|

Beneficiary Deeds-Advantages and Disadvantages Beneficiary deeds are a type of estate planning document. Like any estate planning document, there are both advantages and disadvantages to using one. What works best differs from person to person, depending on their situation. In this article, we will go over the advantages and disadvantages of using a beneficiary deed. How Beneficiary Deeds Work A beneficiary deed, also called a transfer on death deed (TOD), is an estate planning [...]

1705, 2019

AB Trusts

By |May 17th, 2019|Legal Documents|

AB Trusts AB trusts were originally created with the main purpose of helping to reduce estate taxes. In this article, we will go over how AB trusts work, additional benefits they offer, as well as drawbacks you should be aware of. Original Purpose AB trusts got their start under old estate tax laws. In the past, each spouse had their own estate tax exemption. Typically, the first spouse to pass would not use their [...]

504, 2019

7 Common Probate Misconceptions

By |April 5th, 2019|Legal Documents|

Common Probate Misconceptions Probate is the court-supervised process of distributing someone’s assets after they pass. The process can be confusing, and most people know very little about it. Due to this fact, there are a lot of misconceptions about the probate process. In this article, we will clear up 7 of the most common probate misconceptions. #1-A Will Helps You Avoid Probate By far the most common estate planning and probate misconception is that [...]

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