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Tag: Estate Planning Lawyer

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

What Should I Ask a Prospective Estate Planning Attorney?
Estate Planning

What Should I Ask a Prospective Estate Planning Attorney?

While more than half of Americans believe estate planning is essential, a mere 33% actually have a living trust or will. And one out of three respondents who don’t have a will reason that they don’t think they have sufficient assets to warrant estate planning.

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How Should I Handle Memorabilia in My Estate Planning?
Asset Protection

How Should I Handle Memorabilia in My Estate Planning?

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

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What are Some Best Practices for a Trustee?
Estate Planning

What are Some Best Practices for a Trustee?

Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

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What’s a Bequest?
Charitable Planning

What’s a Bequest?

When a person uses a will to leave property to their family, friends or the causes they support, the act is known as a bequest. A bequest can be the cash, investments, jewelry or other items that a person passes to beneficiaries when they die.

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