Mesa, AZ
Estate planning Lawyer at Mesa, AZ
Practice Areas: Estate Planning, Partnership ... +10 more
A fiduciary is a person or entity that holds a legal and/or ethical relationship of trust with another person or a group of people and who must act to benefit that person(s) at all times. What Is a Fi...
See Full GuideMost people create a Last Will and Testament as their first estate planning document. A basic Will allows you to distribute your estate assets according to your wishes after your death. What Is a Last...
See Full GuideWhile married, your spouse was likely the beneficiary of many assets and you held some assets jointly. You may also have appointed your spouse to important fiduciary and/or decision-making positions w...
See Full GuideYour Executor will hopefully choose to retain the services of an experienced probate attorney to assist during the probate of your estate. Nevertheless, your Executor remains responsible for overseein...
See Full GuideA charitable lead trust is structured so that assets from the trust are distributed to at least one charitable beneficiary for a specified period of time first. Consider Hiring an Attorney There are s...
See Full GuideWhen a person dies, he or she leaves behind an estate that is made up of all assets owned by the decedent at the time of death. What Is Probate? When a person dies, he or she leaves behind an estate t...
See Full GuideThe key to avoiding (or diminishing) estate taxes is to decrease your taxable estate through lifetime gifting. One commonly used tool for accomplishing that goal is the annual exclusion. Decrease Your...
See Full GuideMost people use a Last Will and Testament as the foundation of their initial estate plan. Executing a Will ensures that you will not leave behind an intestate estate. Dying intestate means the state d...
See Full GuideA Power of Attorney (POA) is a legal document that allows you (the "Principal") to grant another person (the "Agent") the authority to act on your behalf in legal matters and transactions. What Is a P...
See Full GuideA basic Will allows you to distribute your estate assets according to your wishes after your death. It also allows you to appoint someone to oversee the probate of your estate (your Executor) and nomi...
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