Moore Marsh Law

Moore Marsh Law

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

August 2019 Archives

Our Sun City firm is adept at utilizing trusts

If you find yourself hesitating to take the plunge into estate planning, you're not alone. Many Arizonans procrastinate when dealing with their estate, and for a variety of reasons. Some are afraid to confront their own mortality, while others are simply overwhelmed with the idea of accounting for their assets and deciding how they should be distributed upon their death. Regardless of why you've been putting off estate planning, it's never too late to start. By working with an estate planning attorney, you may find the process easier than you thought and your mind will likely be put at ease knowing that your assets and your loved ones are taken care of.

Three key components to effective estate planning

Estate planning can be an intricate process. Depending on the circumstances, numerous legal documents may need to be drafted, and the language in key provisions can be critical to their interpretation. Therefore, a lot of care needs to go into the drafting of these documents with three major components in mind: communication, clarity, and customization.

Revoking a power of attorney

As you likely know, there are dozens of legal and financial decisions to make over the course of a lifetime. If you are healthy and mentally fit, making your own decisions probably makes sense. Of course, it is not hard to imagine a scenario in which you may be incapable of choosing what is best for you and your finances. 

A pour-over will can be an efficient estate planning tool

Readers of this blog might be aware of the numerous estate planning tools they have at their disposal. Many Arizonans choose to utilize a living trust as part of their estate plan as it allows assets to bypass the probate process. One of these trusts can also give a testator a certain amount of control over those assets, thereby allowing him or her to dictate the terms associated with release of trust assets. Yet, in order for a living will to be effective it must be constantly updated. Those who fail to put all of their assets into this trust may wind up having those assets subject to a distribution that is not in accordance with their wishes.

Wills and the letter of instruction

Creating a will is a strong first step when it comes to estate planning. This document, even in its most basic terms, can be a powerful way to ensure that one's estate is appropriately addressed after his or her death. When a will isn't created, the distribution of one's assets is handled in accordance with state law, which may not coincide with an individual's wishes. This can lead to a lengthy and highly contested process that oftentimes pits family members against each other. This is one of the many reasons why Arizonans need to make sure their wills are clear and thorough.

A primer on the revocable trust

There are many estate planning legal documents that an Arizonan can utilize to ensure that his or her assets are handled in accordance with his or her wishes. For some, this means creating a simple will. For others, more extensive planning is needed. One of a variety of trusts can help place restrictions on asset distribution and provide tax benefits, which is often a major draw for estate planners.

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 Marsh Law 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 Marsh Law were so professional, knowledgable and friendly to work with. They worked beyond to accomodate our needs. Thank you all.

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

Phone: 623-207-9153
Phone: 623-207-9153
Fax: 623-977-7237
Map & Directions

B.Moore Marsh Law