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Category: Trust Administration

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

How Does a Revocable Trust Work?
Estate Planning

How Does a Revocable Trust Work?

The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.

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Key Considerations to Transfer Property after Death
Estate Planning

Key Considerations to Transfer Property after Death

Navigate the complexities of transferring property after death with strategic estate planning. From understanding probate and the role of wills to exploring living trusts and beneficiary designations, this article offers key insights and considerations for safeguarding your assets, honoring your wishes, and creating a tailored plan with the guidance of experienced estate planning professionals.

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Grantor vs. Non-Grantor Trusts: Understanding the Differences
Estate Planning

Grantor vs. Non-Grantor Trusts: Understanding the Differences

As an estate planning attorney, I frequently encounter clients uncertain about the distinctions between grantor and non-grantor trusts. These types of trusts are fundamental in estate planning, offering various benefits and implications, particularly in tax planning and asset management. This article will discuss the key differences between…

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Designating Your Beneficiary
Estate Planning

Designating Your Beneficiary

Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…

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How Does a Living Trust Protect Your Legacy
Asset Protection

How Does a Living Trust Protect Your Legacy

A living trust won’t be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider.

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