Do You Really Trust Your Successor Trustee? | AZ Estate Planning Attorney

Kenneth BarneyAttorneys, Estate Litigation Attorney, Estate Planning Lawyer, Kenneth Barney, Trust Administration, Trusts, Wills AttorneyLeave a Comment

Do You Really Trust Your Successor Trustee? In your estate planning who you pick as the successor trustee of your family trust is an important decision that shouldn’t be taken lightly. A trustee is the manager of the instructions, contained in a family trust. During your lifetime, the grantor (person creating the trust) usually will be the trustee of his … Read More

How Does the Tax Cut Affect Your Estate Plan? | Estate Planning Attorney

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Trusts, Wills AttorneyLeave a Comment

The Tax Cut and Jobs Act of 2017: How Does it Affect Your Estate Planning? Late last year, Congress finally passed the much anticipated tax reform bill, the “2017 Tax Act,” which provides many significant changes to income tax laws, but also to estate planning and gift taxes. As with any new tax law, we strongly recommend each person or … Read More

Estate Plan Taxes | Estate Planning Attorney

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Trusts, Wills AttorneyLeave a Comment

What Does a Trump Presidential Victory Mean to My Estate Plan and Estate Taxes? Regardless whether you lean towards the political left or right, the results of the 2016 Presidential and Congressional elections will result in changes to our current estate and gift tax laws. Since 2013, when the last major estate and gift tax laws were enacted, we have … Read More

Estate Planning Litigation Attorney | When a Will May Not be the Way

Nathaniel WadsworthEstate Litigation Attorney, Estate Planning Lawyer, Nathaniel Wadsworth, Wills AttorneyLeave a Comment

We read in the Bible the parable of a rich man who had the problem of figuring out what to do with all of the goods he had accumulated. He determined to build larger barns to store all that he had. However, God told the man that very night that his soul would be taken, thus leaving the question “Whose … Read More

Video: Last Wills & Testaments

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Videos, Wills AttorneyLeave a Comment

Arizona Estate Planning Attorney, Kenneth has a video about Last Wills & Testaments in Arizona. Please watch to learn of the different types of documents that can be used to help protect your family’s legacy. Attorney Profile: Kenneth Barney, Estate Planning Email: [email protected] Phone: (480) 833-1113 Main Areas of Law: Estate Planning – Wills, Trusts & More Probate in Arizona … Read More

What Type of Last Will and Testament Should I Have? #EstatePlanningAttorney

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Wills AttorneyLeave a Comment

Estate planning has a couple of constants and always will. The first is changes in your family and circumstances will always happen. Whatever plan you put in place will, over time need to be adjusted and changed based upon various factors such as state or federal law changes, tax law, family, assets, relationships with the persons chosen for certain roles … Read More

Avoiding the Pitfalls from Separation to Divorce and Beyond

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Trusts, Wills AttorneyLeave a Comment

Going through a legal separation or divorce is a very stressful, emotional and financially taxing period in anyone’s life. There are many pressing issues that take center stage in a divorce, especially if you have minor children, that usually other important matters are forgotten or ignored. One of the last things that may come to your mind while going through … Read More

Should I Name My Minor Child as a Beneficiary #EstatePlanningAttorney

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Trust Administration, Trusts, Wills Attorney2 Comments

As an estate planning attorney in Mesa, Arizona I am frequently asked the question by parents: Should I name a minor child as a beneficiary or contingent beneficiary of a life insurance policy? This question has very important legal and financial ramifications that may affect your child positively or negatively for years to come and thus, should be properly evaluated. … Read More

Your Living Trust is Not Complete if it is Not Funded Properly

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Trust Administration, Trusts, Wills AttorneyLeave a Comment

If you have taken the time to create a trust based estate plan and have not taken the next step to ensure all of your assets have been transferred (“funded”) properly, then your trust may not accomplish all that you have intended. Please use the following guidelines below to be certain you have funded your trust correctly to protect your … Read More

A Living Will vs. a Simple Will: Which Do You Need?

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Wills AttorneyLeave a Comment

Having a will is an important way to make sure that your final wishes are respected and carried out. Unfortunately, nearly three-quarters of Americans under the age of 34 say they don’t have a last will and testament; more than 40 percent of Baby Boomers don’t have one. Our Mesa estate planning attorneys know a lot of this has to … Read More