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 …

A Widow’s Tale of Woe — A Missing Beneficiary Designation Read more »

Effective August 8, 2016, Arizona law allows an agent under a power of attorney, a trustee of a trust, or the personal representative of an estate to access, manage, and distribute the “digital assets” of an incapacitated or deceased individual.  To take advantage of this new law, individuals …

Arizona Revised Uniform Fiduciary Access to Digital Assets Act Read more »