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Phoenix Estate Planning – Wills and Trusts – Organizing for 2014

If you haven’t gotten your Phoenix will and trust and other estate planning documents organized for 2014, there’s no better time than now to get things in order. You need to keep your estate planning documents organized on a regular basis so that they can be easily accessed and updated when needed.

Categorize your Phoenix will […]

Estate Planning – Will vs Revocable Trust

A revocable trust has many benefits for estate planning and can avoid the process of probate in Arizona. A Phoenix revocable trust allows an asset owner (grantor) to manage a particular asset or set of assets during their lifetime. After the death of the grantor, a successor trustee takes over the asset management and ensures […]

By |October 18th, 2013|Arizona Trust, Arizona Will, Trusts and Wills|0 Comments

Estate Planning for the Gilbert Small Business Owner

Small business owners in Gilbert, Arizona usually have a large percentage of their net worth tied up into their businesses, which makes it even more important to consider Gilbert estate planning if you own one. Proper Gilbert estate planning can ensure that your small business’s affairs are properly managed during your lifetime and after your […]

How to Avoid Phoenix Living Trust Scams

Unfortunately, there are people out there who prey on the citizens of Arizona, especially the aging generations, through financial and management programs. Learn about what a Phoenix Living Trust offers, signs of scams to watch out for, and when to establish a real Phoenix Living Trust.

In Basic Terms, What is a Phoenix Living Trust?

A Phoenix […]

Phoenix Living Trust Myths Debunked

A Phoenix Living Trust can be a powerful tool to protect your estate and beneficiaries. If you do not understand what’s true and what’s false when it comes to a Phoenix Living Trust, you might be put off at the idea of starting one. Learn about the most common misconceptions about Trusts and […]