Trusts and Wills

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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 […]

Breaking it Down – Wills and Trusts

Wills and trusts have many distinguishing differences between them, but your Gilbert will and trust documents are fundamental parts of your estate plan. There are multiple legal differences between a Gilbert will and trust that you should be aware of. One of the main differences between a Gilbert will and trust is that a last […]

The 5 Most Important Estate Planning Documents

Everyone should have an estate plan in place for the unexpected, and having up to date Arizona estate planning documents will ensure that your estate is properly managed in accordance to your wishes rather than Arizona law.

Document 1 – Last Will and Testament

If your estate is will based, your last will and testament is one […]

By |October 26th, 2013|Arizona Living Will, Articles, Trusts and Wills|0 Comments

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

5 Most Common Estate Planning Mistakes

With Gilbert estate planning being as complicated as it is, there are many places where mistakes can be made. Learning about some of the most common mistakes for estate planning can help you when it comes time to prepare your own estate.

Mistake 1 – Not having a plan at all

Gilbert estate planning should be considered […]