When you have a special needs trust fund, there are rules that determine what you can and cannot spend it on. It is important that you are aware of these rules and how you can spend it. If you are not fully aware of what a special needs trust is or what the rules are […]
Special needs trust documents in Arizona are designed to help ensure mentally ill or disabled people will get the full benefit of property and funds they are entitled to; importantly, this happens without causing disqualification from other assistance or benefits. This special type of trust is designed to allow funds to be released to […]
More and more these days people are choosing not to get married and that’s ok…if a couple chooses not to get married, they don’t receive the same financial benefit when it comes to estate planning in Arizona. However, below are 3 tips for unmarried couples when it comes to family trust in Phoenix that are […]
A Power of Attorney is a legal document that gives someone you trust the authority to carry out business transactions for you. The best choice of words to educate readers on how a power of attorney works is posted on the Arizona Supreme Court website. Types of business transactions might include selling a house, cashing […]
There are many myths that can be frustrating to estate and family trust planners in Phoenix. Being educated on what is true and false in the field of estate planning is crucial when helping to plan your future. Below are three common myths that people believe when it comes to estate planning.
One common myth in […]