Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Trust Administration

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

What are Pros and Cons of a Marital Trust?
Estate Planning

What are Pros and Cons of a Marital Trust?

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.

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What Is the Purpose of an Executor?
Estate Planning

What Is the Purpose of an Executor?

Being named as an executor in a loved one’s Last Will and Testament is a big responsibility. It is important to understand what you are agreeing to before you step into the role as executor.

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Revocable Trusts Must Be Funded to Make Estate Plan Work
Asset Protection

Revocable Trusts Must Be Funded to Make Estate Plan Work

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.

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When Can I Sue an Executor?
Estate Planning

When Can I Sue an Executor?

The deceased person’s beneficiaries, meanwhile, get to receive assets from the estate. In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.

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