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A trustee is a person responsible for managing and distributing the assets held in trust according to the terms laid down by the grantor. That means that the trustee plays a critical role in safeguarding the interests of the trust’s beneficiaries, as well as making...
Most adults would agree with the claim that estate planning is a smart and necessary step for someone to take. They know that an estate plan is how someone chooses a guardian for their children and beneficiaries who will receive their assets when they die. They may...
One of the many reasons that people put together an estate plan is that they have wishes that extend beyond just passing assets to their closest family members. Leaving some of their personal resources to a charitable cause is a common motivator for testators. They...
An estate plan needs to be updated over time. Ideally, people will make a plan long before their family needs to use it. They then have to make adjustments and updates as the years go by to ensure that it remains current. One way to better ensure that documents remain...
For some estates in Arizona, probate oversight is inevitable. The valuable property that someone leaves behind, including real estate that they may own, may necessitate oversight from a probate court as it is managed by an estate administrator. It isn't always...
Becoming a homeowner is a huge accomplishment – but it also comes with a lot of responsibilities. One of those responsibilities that may not be immediately apparent is the need to create an estate plan (or update the one you already have). Not only is a home a very...
When someone has significant personal property in their name, their estate planning needs will be different than those with fewer personal assets. They need to worry about taxes, outside claims against their estate and how loved ones might misuse a large inheritance....
Perhaps someone previously agreed to serve as the personal representative or executor of someone's estate. Maybe they never had a discussion about estate planning, but they are the closest living family member of a deceased individual. Sometimes, individuals with a...
Estate plans allow people to outline their medical wishes in the event of a major emergency and their plans for their final legacy after they die. The terms people include are often very personal and prioritize the support and comfort of their closest family members....
In some ways, the executor of an estate has significant authority. They will be the one to attend probate court hearings and control estate assets. However, in most cases, they are subject to two crucial forms of control. The first is that they must abide by both...
