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Some states, including Arizona, take an interest in the clients who are somewhere in between being impoverished and having abundant resources. The Arizona Supreme Court has an active licensing program that can be accessed at https://www.azcourts.gov/cld/Fiduciary-Licensing-Program. This website informs the public of the licensing criteria for a licensed fiduciary in Arizona, gives the public access to any complaints filed against that fiduciary, and allows the public to view the intent of the program. The private fiduciary role allows an individual assurances that the individual they are hiring has a baseline educational experience and baseline bonding and securities in place to insure that they will make their best efforts in the personal and financial decision-making for an individual. The private licensed fiduciary is not a bank or investment company. Such a fiduciary manages money but does not personally invest, so they cannot make commissions or fees from financial products. Therefore, most licensed fiduciaries do not have a minimum asset threshold for their clientele.
We've partnered again with OCJ Kids to provide a Christmas Experience to over 800 children in foster care living in group homes within our own community. Help make Christmas amazing for these incredible young people by dropping off a donation to our office.
It's time to rally our group for another year of raising awareness and funds at the October 14, 2017 Walk to End Alzheimer's! Your participation in the Walk fuels their mission, raises funds for Alzheimer's research and critical care programs while increasing Alzheimer's awareness in the community. The end of Alzheimer's starts with us!
Almost every day an e-mail is sent out to the probate and estate planning section of the Arizona Bar asking all of the attorneys if anyone has copies of estate planning documents that a family believes were completed but which are somehow missing. Privacy is often a high concern to our clients. One of the reasons that many of our clients choose to use a Living Trust is that there is no requirement of disclosure of the full document to anyone other than those interested beneficiaries once their share is vested. This allows one to change their beneficiaries during their lifetime without having to notice those involved.Read More
Have you been to your doctor’s office or hospital, and they asked for a copy of your Health Care Power of Attorney and Living Will? Most individuals do not carry a copy of their health care directives with them at all times. The Arizona Secretary of State’s office will file a copy of your health care directives free of charge.Read More