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The Generational Wealth Engin…
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Source Ledger - Arizona Community Property
Community property is a system of marital property law under which most property acquired by either spouse during a marriage is owned equally by both…
May 23
•
Nathaniel Vale
Source Ledger - Arizona Intestate Succession
Intestate succession is the legal mechanism by which a deceased person’s assets are distributed when the person dies without a valid will (intestate).
May 23
•
Nathaniel Vale
Source Ledger - Advance Healthcare Directive (Combined Document)
An Advance Healthcare Directive is the legal instrument by which a competent adult specifies their preferences for medical treatment and designates an…
May 23
•
Nathaniel Vale
Source Ledger - Successor Trustee
Thanks for reading Wisdom Keep!
May 23
•
Nathaniel Vale
Source Ledger - Beneficiary Designation Override
A beneficiary designation override is the legal principle by which assets with a named beneficiary pass directly to that beneficiary at the account…
May 23
•
Nathaniel Vale
Source Ledger - Pour-Over Will
Source Ledger - Pour-Over Will
May 23
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Nathaniel Vale
Source Ledger - Arizona Probate Process
Thanks for reading Wisdom Keep!
May 23
•
Nathaniel Vale
Source Ledger - HIPAA
HIPAA, the Health Insurance Portability and Accountability Act of 1996, is the federal statute that governs the privacy and security of individually…
May 23
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Nathaniel Vale
Source Ledger - ALTCS Five-Year Lookback
ALTCS, the Arizona Long Term Care System, is Arizona’s Medicaid program for long-term care services, including nursing home care, assisted living, and…
May 23
•
Nathaniel Vale
Source Ledger - Conservatorship vs Power of Attorney
A conservatorship and a Power of Attorney are two different mechanisms for handling the legal and financial affairs of a person who cannot manage their…
May 23
•
Nathaniel Vale
Source Ledger - RUFADAA and the Stored Communications Act
Two federal and uniform-state laws together govern whether a family can legally access a deceased or incapacitated person’s digital accounts.
May 23
•
Nathaniel Vale
Source Ledger - Funding the Trust
Funding a trust is the process of transferring legal title of assets from the individual owner’s name into the name of the trust.
May 23
•
Nathaniel Vale
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