People who are creating an estate plan often have personalized goals they want to achieve via their plan. One way to move forward involves trusts, which serve as legal tools to manage assets and then distribute them according to the creator’s instructions. Certain...
WILLS AND TRUSTS
What should you know about trusts as part of an estate plan?
Creating an estate plan is a critical task for adults. Once a plan is made, it provides a testator’s loved ones – and the state – with specific instructions related to the end of that person’s life and what should happen to their assets after they pass away. There are...
Profitable ways to be charitable
Finding a profitable way to give means ensuring your ability to give. By using charitable trusts when estate planning in Arizona, you can provide and generate an income simultaneously. Diversifying how you give enables you to impact the world without losing money. If...