Jun 3, 2020

How to Help Your Loved Ones (and Assets) Avoid Probate

2020-06-03T22:15:54+00:00June 3rd, 2020|asset protection, Assets|0 Comments

How to Help Your Loved Ones (and Assets) Avoid Probate  Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their Estate Plan. When properly prepared, a Living Trust avoids the public, costly and time-consuming court processes of Arizona conservatorship or guardianship law (due to [...]

Nov 28, 2017

PRIMER ON ASSET PROTECTION: PART 3

2020-01-24T12:29:51+00:00November 28th, 2017|asset protection|0 Comments

PRIMER ON ASSET PROTECTION: PART 3 Protecting Inheritances Left to Family This is Part 3 in our series, A Primer on Asset Protection. It has been a while since our last segment, so as a quick recap: in Part 1, we discussed asset protection in the business context. In Part 2, we discussed how to [...]

May 16, 2017

A Primer on Asset Protection Law

2020-01-24T12:30:22+00:00May 16th, 2017|asset protection, Business Planning, Estate Planning|0 Comments

A Primer on Asset Protection Law Clients often ask us about the best way to protect their assets from unnecessary taxation, risk, and potential unknown creditors. Other clients are surprised when we explain that their assets may be exposed to these kinds of liabilities. There is a common misperception that asset protection in Mesa, [...]

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