Life Insurance Pitfalls | Estate Planning Attorney Ken Barney

Kenneth BarneyEstate Planning Lawyer, Kenneth BarneyLeave a Comment

Life Insurance Policy Ownership Pitfalls: What Should I be Aware of? Life insurance can play an important role in an estate plan. Insurance may provide income replacement to a surviving spouse or liquidity to an estate where the majority of the estate’s value is tied up in a family business or real property. Insurance can provide the funds that an … Read More

Who Should Be My Life Insurance Beneficiary? #EstatePlanningAttorney

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Litigation Law, Probate Attorney in ArizonaLeave a Comment

The question, “who should be your designated beneficiary under your life insurance policy” is a very important family decision that should be made after careful consideration of all relevant family and financial goals in mind. As an experienced estate planning attorney, I strongly suggest if you have a blended family, minor children, disabled children, spend thrift children/beneficiaries, a single parent, … 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

New Court Mandated Training for All Persons Serving as a Personal Representative, Guardian or Conservator #EstatePlanningAttorney

Kenneth BarneyEstate Planning Lawyer, Kenneth Barney, Probate Administration, Probate Attorney in Arizona, Trust Administration, Trusts, Wills AttorneyLeave a Comment

Arizona Estate Planning & Probate Attorney, Kenneth Barney wants you to take notice: Pursuant to Rule 27.1(A) of the Arizona Rules of Probate Procedure, effective September 1, 2012, all non-licensed persons requesting to serve in any court appointed fiduciary capacity must receive training from the Arizona Supreme Court prior to appointment. A non-licensed fiduciary includes a person serving as a … Read More