In doing research for a client I came across these pieces of valuable information for couples with an AB Trust. What is an AB Trust? An AB Trust is one in which a family trust is divided at the first death into two trusts (the by-pass or credit shelter trust and the...
Did you know ONLY 1 in 4 people in Arizona have completed their life and end-of-life care planning legal documents & over 60% of people lack will or estate planning (AARP.org)? In Arizona alone, our adult population is over 5 million people (US Census). That means...
For financial accounts there is a document that you can sign at the institution. This document is known as the POD or Paid on Death designation form. This allows the named beneficiaries to provide your death certificate and their identification to prove they are the...
A very important part of your long term care planning is having your paperwork in order. Did you know by not putting your wishes in writing the court system may have to become involved in every aspect of your financial decisions and medical care? Wouldn’t you rather...
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