McDonald Warner - Probate, Elder Law, & Special Needs

August 2018 Archives

Emergency instructions can fill an estate planning gap

Putting a comprehensive estate plan into place can provide Arizona residents with the peace of mind that comes from knowing that their affairs have been attended to and their heirs will be taken care of, but documents like trusts, wills and powers of attorney are of little use in the hours and days following a tragedy. Valuable time can be lost while these documents are located, and it could be several weeks before matters such as the guardianship of young children go before the courts.

How to choose representatives of an estate

When choosing an agent, trustee or other estate plan surrogates, it is important to pick people who are qualified to act in those roles. This is true whether a person lives in Arizona or anywhere else in the country. If the wrong person is picked to serve in a given capacity, it could lead to conflicts between family members or threaten the financial security of future generations.

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