Retirement Planning For The Reluctant Retiree
Retirement Planning In Arizona The list of things we put off doing can be long. Sometimes it’s a simple case of procrastination, but we often have other reasons to avoid…
Why Retire As An Arizona Resident?
Lots of people own property in more than one state. Some people leave their home base so to speak to spend time in a vacation home. Others like seeing the…
Incapacity & Disability Planning
Life hits us hard sometimes and often without notice. Incapacity or disability can creep up slowly or alter your life in an instant. As with other things in our lives,…
4 Reasons To Review Your Estate Plans
An ancient philosopher once said “there is nothing so constant as change.” With each new event in our lives, we assess our current path and make corrections as needed. The…
Buy-Sell Agreements: Estate Planning For Your Company
Estate Planning Is One Of The Most Important Things A Person Can Do For Their Company Properly executed estate plan documents provide an orderly way to take care of a…
What To Do When You Retire & How To Get The Best Of Out It
What To Do In Retirement When it comes to retirement, there’s no ‘one-size-fits-all.” That’s good, because retirees are a diverse group. Some prefer a quiet life, while others want to…
Estate Planning – Ways To Protect Your Most Important Documents
We like to protect things. Children, pets, ourselves, our homes – all important things we try to keep from harm. And records, too. Financial records, family history, and, of course,…
Handing Over The Keys: Transferring Your Business To Your Family
Business Transfers Within The Family Maybe you’ve considered the question of whether to retire or whether to keep running your business. And you’ve decided it’s time to trade in your…
Arizona Ancillary Probate
Managing the probate process for an estate can be complicated, and even more so when the decedent lives in one state and owns property in another. If a member of…
Gifting – What Assets Are Eligible?
Most people enjoy giving presents and watching people open them. Gifting is also an important tool used while preparing an estate plan, but some gifts may be taxable by the…