The QTIP Trust – Maintain Control of Your Estate while also Keeping your “Second Marriage Spouse” Happy

Estate planning for couples in a second (or later) marriage can be tricky.  Throw in children from a prior marriage and the plot quickly thickens.  One tremendous solution which allows a spouse to maintain control of his/her assets while also appeasing the other spouse is to utilize what is known as a QTIP Trust. Basics [...]

Don’t Leave Your Trust Unguarded: 5 Key Ways a Trust Protector Can Help You

Trust Protectors, while a fairly new tool in the estate planning world, are quickly becoming a wonderful protection mechanism for Arizona trusts.  At its most basic level, a trust protector is someone who may potentially, at some point in the future, serve as an appointed authority over a trust.  This authority can offer your trust [...]

2017-05-17T15:59:32+00:00 May 17th, 2017|Trusts|0 Comments

How to Make Your Inheritance a Long-Term One

A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have negative savings within two years of getting their money.  Even more alarming - nearly one-in-five of those lucky enough to inherit $100,000+ either spend, donate and/or simply lose it all within that same time frame.  [...]

2017-05-10T12:30:45+00:00 May 10th, 2017|Inheritance|0 Comments