Estate Planning and Trust Administration
Beneficiary Deeds are a simple, inexpensive and effective way to transfer real property (a house, land, or building) upon the death of the current owner to a beneficiary, without having to go through probate. And, beneficiary deeds are much less expensive than any type of probate proceeding. Click here to learn more about Beneficiary Deeds.
If you are in a long-term relationship, but are unable or not wanting to get married, you are facing special estate planning needs. Whether you are in a same-sex or opposite-sex relationship, you need an Estate Plan to make sure that your wishes are carried out after you are gone. Click here to learn more about Domestic Partner Estate Planning.
A Fiduciary is a person in a position of control, influence, or responsibility over another person’s finances. Fiduciaries have special duties and responsibilities imposed on them under the law. Click here to learn more about Fiduciary responsibilities.
Your Financial Power of Attorney is a key document in your Estate Plan that allows your loved ones to manage your financial affairs, in the event that you are unable to do so, without having to seek court intervention to be appointed as Conservator. Click here to learn more about Owens & Perkins services drafting or reviewing Financial Powers of Attorney.
The Health Care and Mental Health Care Power of Attorney with Living Will is important planning tool to grant the legal authority to someone else (your Agent) to make any medical decisions that must be made on your behalf if you become incapacitated. Click here to learn more about Health Care and Mental Health Care Power of Attorney with Living Will.
Every Estate Plan has a Last Will and Testament. Proper Estate Planning will help prevent legal battles about how your assets are to be distributed upon your death. Click here to learn more about Wills.
If you have children under the age of 18, you should make provisions for their physical and financial care should anything happen to you before they reach adulthood. This can be done through the nomination of a Guardian and/or Conservator in your Will. Click here to learn more about naming a Guardian and/or Conservator.
A Personal Property List is an optional piece of your Estate Plan. Click here to learn more about creating your Personal Property Lists.
A Deed is a document that transfers ownership, typically in real estate. Quit Claim and Warranty Deeds are specialized deeds that can be used to transfer property under certain circumstances. Click here to learn more about Quit Claim and Warranty Deeds.
Trust Administration refers to the act of running, managing, and distributing Trust assets in accordance with the Trust terms. The Trustee has certain duties that must be observed, otherwise the Trustee could be personally liable to the beneficiaries. Click here to learn more about Trust Administration.
After the Trust has been drafted, the final step is funding the Trust. This refers to the process of transferring or retitling assets into the Trust for administration by a Trustee. Click here to learn more about Funding a Trust.
Estate Plans are crucial documents for your future and your family. However, no one can perfectly predict the future. Sometimes things change that require changes to your Estate Plan. Every few years, you should review your Estate Plan to make sure that reflects your current wishes and the state of your financial affairs. Click here to learn more about updating your Estate Plan.
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Since 1967, serving the Valley of the Sun, Scottsdale, Paradise Valley, Phoenix, Chandler, Tempe, Mesa, Ahwatukee, Gilbert, Cave Creek, Carefree, Fountain Hills, Glendale, Surprise, Goodyear, Peoria, El Mirage, Sun City and other outer lying areas and counties, including, but not limited to Maricopa County, Pinal County, Coconino County, Yavapai County and Yuma County.
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