Moore Law Firm

Moore Law Firm

9949 W. Bell Road
Suite 201
Sun City, AZ 85351
Contact Us For A Courtesy Consultation
623-207-9153

June 2018 Archives

Undue influence may affect Stan Lee's estate plan

Arizona estate planning is not just for the wealthy. In fact, a competent estate plan can help people of all walks of life ensure that their physical, emotional and financial well-being, as well as the financial security of their loved ones, is as fully protected as is possible under the given circumstances. It often is beneficial to look at estate planning cases that affect those who are well off, as the lessons they learn are easily transferrable to the everyday person.

Estate planning: how to avoid losing an estate

When done correctly, estate planning can help protect assets in a way that ensures that heirs and beneficiaries are able to retain as much of the estate's wealth as possible. This may mean utilizing wills and trusts to direct asset distribution upon death, but it may also mean choosing estate planning tools that minimize risks, costs and taxation. However, there are other issues that may arise that threaten the financial viability of an estate, even one's that are protected by a strong estate plan.

Wills: the competency determination

On their face, wills are relatively simple. However, their simplicity should not cloud the fact that they can have a significant impact on how an estate is distributed. This means that any minor mistake in this legal document can have tremendous consequences, including diverting assets to those whom a testator does not want to obtain them.

Art and collectibles as part of an estate plan

When it comes to creating a holistic estate plan, one challenge that Arizonans face is accurately identifying and valuating their assets. One reason this issue arises is that, over the course of a lifetime, an individual may simply forget about some of the assets that he or she has accumulated. With regard to valuation, certain items can be difficult to put a price on, which may make it difficult to determine how to distribute it upon one's death, as well as how heirs should handle it once received.

Estate executor carries many responsibilities

There are many aspects to estate planning, all of which need to be carefully considered. Amongst those is choosing estate executors and trust administrators. These individuals are charged with managing either an individual trust or the estate as a whole, and they carry a fiduciary duty, meaning that their decisions must be in the best interests of the estate and/or trust in question. Therefore, those selected to serve in these roles need to be carefully selected. Also, those who are chosen and those who choose to serve in these capacities need to understand what they are getting themselves into.

Client Testimonials

I got the family trust updated.
I was very pleased with the expertise and professionalism exhibited by your staff in serving my needs.

Our legal documents were outdated due to time and circumstances.
The staff at Moore Law Firm worked with us to develop a trust and other legal documents which meet our current as well as our future needs.
The staff at moore law firm were so professional, knowledgable and friendly to work with. They worked beyond to accomodate our needs. Thank you all.

Moore Law Firm
9949 W. Bell Road
Suite 201
Sun City, AZ 85351

Phone: 623-207-9153
Phone: 623-207-9153
Fax: 623-977-7237
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B.Moore Law Firm