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

September 2019 Archives

Dealing with issues of fairness during estate planning

A lot of hard decisions must be made during the estate planning process. Individuals who are creating an estate plan must identify heirs and beneficiaries and determine what type of asset distribution plan fits the needs of everyone involved, as well as the estate itself. While many people choose to leave their assets to their spouse and their children, a fair distribution of estate assets is not always an equal distribution.

Estate planning for Millennials

Believe it or not, Millennials are now legal adults. This means that they, too, are dealing with the common financial decisions that face most Americans. However, given their unique position in the world, Millennials face some different challenges that may make it more difficult for them to plan for the future. While this certainly holds true for retirement, it also pertains to estate planning.

Some things to consider when administering an estate

Dealing with the loss of a loved one is challenging to say the least. Many individuals find the emotional turmoil overwhelming without even having to deal with other issues. Unfortunately, many people have to deal with their lost loved one's estate, which can complicate matters further.

Trustees and the fiduciary duty

Serving as the administrator of a trust, also known as a trustee, can be a great honor. In many instances, an individual has named another person in his or her will to serve as the administrator of a trust because he or she trusted the sound judgment of the named person. As much of an honor the title may seem, there are significant responsibilities that come with it. Both trustee and trust beneficiaries need to know about these duties so that they can ensure that the trustee acts in accordance with the law.

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Our legal documents were outdated due to time and circumstances.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
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