November 20, 2019
You may have heard about a new law that says electronic wills are now valid in Arizona. I’m not against the concept, but I am reluctant to bring it up now because the new law contains specific rules about the steps that have to be taken to make an electronic will valid, and those steps are […]
December 21, 2016
I am frequently asked about including life insurance in a revocable living trust. Usually the question is something like this: should my revocable living trust own my life insurance? The answer to that one is generally, no, there’s no need for your revocable living trust to “own” your life insurance. There are other types of […]
April 17, 2015
Back in November, I wrote about some basic considerations that are involved in establishing a trust. In my continuing effort to educate you, my loyal readers, on what I do and why it matters, this month I’m going to go a little deeper into the workings of a typical trust, by explaining what it means […]