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Legal Resources: Trusts

Are All Living Trusts Really the Same?

Nicholas J Johnson | July 17, 2023 | Trusts

When it comes to estate planning, there is a common misconception that all living trusts are created equal. You may have heard someone say, “I already have a living trust, so I am covered.” But the truth is, many people

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Exploring Trust Laws in Arizona: Safeguarding Your Assets with Confidence

Ronald L. Jones | June 19, 2023 | Trusts

Contributed to by Ronald L. Jones and Charles Thompson When it comes to estate planning, one key instrument that can offer peace of mind and protection for your assets is a trust. Trusts have long been recognized as versatile and

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DO YOU NEED A TRUST?

J. Alan Soelberg | April 9, 2020 | Trusts, Wealth Management

Who needs a trust as part of their estate plan?  The short answer is, anyone who wants to protect their assets and govern the spending of them.  You might already have a last will and testament, but a trust might

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YOUR TRUST AND ESTATE CHECKUP DURING THE NEXT 30 DAYS

April 2, 2020 | COVID-19, Trusts

The most important thing you can do long term to protect your finances right now is follow all state and federal orders and recommendations to stay healthy and safe and support the health and safety of others during the COVID-19

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Optimizing Your Financial World and Protecting All That Matters to You

J. Alan Soelberg | October 14, 2019 | Asset Protection, Trusts

We’ve been blessed to provide thousands of high-net-worth individuals and their families with the peace of mind that comes from legally-sound financial tools to both protect wealth and transfer it in an orderly and effective manner. This document captures some of

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For Love or For Revenge: 10 Reasons to Do Your Will (and Trust) Now

Charles E. Davis | May 9, 2019 | Probate, Trusts, Wealth Management

You are alive now!!  After you are dead even the best lawyers can’t figure out a way for you to create and sign your Will or create a trust, or do anything else. You want to be remembered as smart.

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