Category Archives: Trust

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The 5 Legal Documents Every Person in Arizona Should Have

The 5 Legal Documents Every Person in Arizona Should Have

Legal documents play a crucial role in protecting your rights, assets, and loved ones. Whether you are starting a family, managing your estate, or planning for the future, having the right legal documents in place is essential. As a legal document preparer certified by the Arizona Supreme Court, I understand the significance of these documents….

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Does My Financial Planner or Retirement Consultant have Legal Authority to Prepare My Will and Trust?

Does My Financial Planner or Retirement Consultant have Legal Authority to Prepare My Will and Trust?

Typically, a financial planner and retirement savings consultant does not have the legal authority to prepare legal documents such as a Will or Trust unless they are also licensed attorneys with expertise in estate planning. Preparing legal documents requires a deep understanding of the relevant laws and regulations governing wills, trusts, and other estate planning…

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Trust in Arizona

Trust in Arizona

  Trust in Arizona is a legal instrument with the main purpose to secure your assets on the behalf of your beneficiaries. Every trust in Arizona  must have four primary elements. The first element is the trust maker. Trust makes is the person who makes the trust. This person can also be called the “Grantor”…

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Living Trust

Living Trust

What is Trust Trust is a legal instrument with the main purpose to secure your assets on the behalf of your beneficiaries. Every trust must have four primary elements. The first element is the trust maker – the person who makes the trust. This person can also be called the “Grantor” or “Settlor.” The second…

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Arizona Estate Planning

Arizona Estate Planning

How about your life now? Whether you are starting up new, after the divorce or bankruptcy, or you simply want to organize your life, belongings and assets distribution,  I can help you. There are five important documents in Arizona that are important legal instrument for  your peace of mind and personal protection. “My Life”  package…

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