| | Trusts
Unlike a Will, a revocable living trust is a legal document created and utilized during an individual’s lifetime. (A Will is only effective upon death.) A living trust is intended to allow for the easy transfer of the trust creator’s
| | 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
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
| | 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
In the headlines today is a Canadian case between parents and their daughter. The parents loaned their daughter $110,000 to purchase a home. However, the parents ran into tax trouble and needed access to cash. The parents asked their daughter
| | 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.
| | Asset Protection, Estate Planning, Probate, Trusts, Wealth Management
Bad estate planning decisions happen all the time, even when you have a great attorney. One common mistake: Choosing the wrong person to be your power of attorney. A recent case in the news was a great reminder. http://www.channel3000.com/news/crime/power-of-attorney-charged-with-taking-using-mans-money-for-personal-use/607446161. In
| Business | Commercial Law, Estate Planning, Law Firm Management, Real Estate, Trusts
We are pleased to announce the addition of an exceptional attorney, Alan Soelberg, to the transactional department in our Tempe office. Prior to joining the law firm of Davis Miles McGuire Gardner, Alan worked in house for one of the
| | Estate Planning, Trusts
As you tidy things up around the house, be sure to also check on the status of your estate planning to ensure that it is in order. This includes verifying that the assets your trust is designed to protect are
A self-represented successor trustee or personal representative (the “Estate Manager”) often ignores warning signs that problems are ahead. There are a number of signs an Estate Manager may experience problems and possibly litigation. Here are five signs the Estate Manager is
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