Naming Retirement Account Beneficiaries after the SECURE Act
Mar 18, 2020
The SECURE Act of 2019 is the most impactful legislation affecting retirement accounts in decades. This guide summarizes an in-depth decision tree for naming retirement account beneficiaries after the...
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Ways to Title a Car or RV in Arizona
Jun 24, 2012
1. How do I verify ownership of a motor vehicle?
The Motor Vehicle Division (MVD) of the Arizona Department of Transportation issues titles for automobiles, recreational vehicles, and mobile homes not ...
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Gun Trusts in Arizona
Oct 07, 2011
1.What is a Gun Trust?
A Gun Trust is an alternate method for ownership of firearms, used instead of individual ownership.It is usually drafted as a revocable living trust for the limited purpose of h...
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How to Leave Inheritance to Children in Estate Plan
Aug 03, 2010
Option #1: Outright distribution Child receives inheritance outright (with no restrictions). This is the simplest option. Option #2: Outright distribution at a specified age Child receives inherit...
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IRA Protection Trusts
Jul 01, 2010
What is an IRA Protection Trust?
The IRA Protection Trust is a sophisticated estate planning technique intended to coordinate the administration and distribution of IRA assets after death. While genera...
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Arizona Probate - Small Estate Affidavits
Jun 26, 2010
Small Estate Transfers by Affidavit under ARS 14-3971
Under Arizona Revised Statute 14-3971, some assets otherwise subject to probate in Arizona may be transferred without a probate proceeding. In ord...
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Military Burials in Arizona
Jan 20, 2010
Who qualifies for burial in a national military cemetery? If the deceased person was an honorably discharged veteran of the military, or if the deceased person was an unremarried surviving spouse or ...
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How to Settle a Living Trust
Feb 28, 2009
Gather Information The trustee must gather all of the pertinent information about the decedent, the estate documents, and financial data. An estate attorney should review this information, determine...
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