Estate Planning Archives

When the State Decides Your Inheritance: Law of Intestacy

If you don’t do your estate planning, the State will plan for you using the Law of Intestacy. Could the state decide your inheritance?

Is your Trustee not Paying Beneficiaries?

Estate Planning, Trust Administration

Beneficiaries of a Trust believe that when a loved one dies, they will receive their inheritance from the Trust.

What are Beneficiaries?

Estate Planning, Probate

Many people wonder, what are beneficiaries. They also wonder why, even though the will or trust names them as beneficiaries, they get nothing. The reasons are surprising. Definition The definition of beneficiary is someone who is entitled to receive some kind...

What is Conservatorship: How to Save Thousands Avoiding It

Elder Law, Estate Planning, Health Care, Retirement Planning

When a person is unable to manage their finances, conservatorships can be considered although it isn’t the only option.

Is Your Executor not Communicating with Beneficiaries?

Estate Planning, Probate, Trust Administration

An Executor must communicate with all the beneficiaries; however if there is no probate, no one is ever notified.

Do you know your real name? AZ Real ID

Current Events, Estate Planning, Health Care

Do you know your real name? Today you need to use your full legal name and have REAL ID to show to the Notary Public to back it up. Welcome to 2021 and the world of the ‘Real ID’. Let me tell you about your need to have a real ID. When I was baby...

Magic Words: How Legalese Impacts Your Family

Asset Protection, Estate Planning, Tax Planning, Trust Administration

Every time you buy a car, rent an apartment, or turn on utilities, you are signing a legal agreement which you think you understand. You think you understand the agreement because the language looks like it is written in normal English. Beware! The legal agreement...

When the Last Will Fails: Operation of Law

Estate Planning, Probate, Tax Planning, Trust Administration

Disinherited If a loved one dies and the Last Will says you get everything, why were you disinherited? The most common reason for you to be disinherited is because the assets were transferred to someone else by operation of law. Operation of Law ...