Yearly Archives: 2019

A Widow’s Tale of Woe — A Missing Beneficiary Designation

This edited article from USA Today illustrates the importance of beneficiary designation forms: A Widow’s Tale of Woe.  Every person with an IRA, a 401k, or a corporate retirement plan needs to take the following steps to ensure their plan benefits will

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Arizona’s Updated Certification of Trust Law

Arizona recently updated its Certification of Trust law in two important areas. This updated law prohibits third parties from requiring trustees to disclose the names of successor trustees, unless the third party provides a verified statement justifying the request. The

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Posted in Legal News and Views
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