Can a Totten trust help your heirs?

Creating a comprehensive estate plan means that you have to ensure each asset you have is assigned to someone. Some people do this via a will, but others prefer to use trusts to accomplish this. One thing that you have to remember is that there are some assets that can be handled easily through a

Is an incentive trust a good idea?

As part of your estate planning, you may be considering an incentive trust. This is a trust that allows you to create incentives for your heirs in order to get the money. A common example is saying that an heir can’t get their inheritance until they finish school or as long as they have a

Revocable living trusts provide privacy, utility

Estate planning can be a difficult topic for many Arizona residents. After all, thinking about death can always be complex and emotionally painful. However, people of all ages can benefit from considering their plans for the future. Having documents drafted and a plan in place may provide greater peace of mind, especially when people go

How a trust can protect your children from financial abuse

One of the primary reasons that parents give for early estate planning is the desire to provide security for their children if anything bad should happen to them at the same time. Naming a guardian helps to ensure there is someone you love and trust to watch out for your children if you can’t care

Trusts: There is one for every need you may have

Trusts are some of the most powerful tools people can include in their estate planning arsenals. When properly drafted, trusts effectively address nearly any concern a person might have regarding their financial assets and family members. These documents offer peace of mind to those who wish to ensure that they leave no loose ends after

Review of special needs trusts

Many residents of Phoenix may have one or more loved ones with special needs. Oftentimes, those with special needs must rely on government benefits and other programs in order to be able to support themselves and receive proper care. These programs frequently have income and asset caps on eligibility, as they are intended for those

Should you consider an irrevocable life insurance trust (ILIT)?

Many Arizonans — even those who don’t yet have an estate plan — have a life insurance policy to help provide financially for their family after they’re gone. These policies may be worth millions of dollars. Did you know that the value of your life insurance policy is included in the overall value of your

What does a trust protector do?

If you’re ready to put an estate plan in place, you’re likely doing a little online research. You’re probably encountering all sorts of terms with which you’re only vaguely familiar or may have never heard before. One term you may never have heard is “trust protector.” That’s a person or entity not related to the

Special needs loved ones can benefit from special needs trusts

If you are caring for a person with special needs or you have a child with special needs, you may have concerns over what will happen to that individual when you are no longer available to provide help and support. This is a serious issue, but you do not have to leave this matter to

What are the benefits of a revocable living trust?

It can be a very daunting prospect to consider how to set up your will or living trust. There are many options, and choosing the right one for you will depend on your circumstances. However, a revocable living trust remains to be a viable and flexible option for many people. This blog will provide a

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