How To Choose & Set Up A Trust
How To Set Up A Trust? One of the most common and most versatile estate planning tools is the humble trust. Though many of us have heard of trusts, we…
How To Pay For Long Term Care
Paying For Long Term Care Sam and Emma planned to live out their days at their comfortable home in Chandler, Arizona. When Sam had a stroke, though, Emma had to…
How To Transfer A Small Estate
How To Go About Transferring A Small Estate Estates come in all sizes. Procedures for settling an estate may differ depending on the size, however. If you are in charge…
Family Limited Partnerships & Your Estate Plans
Families usually share a lot with each other. Sharing, though, can be more complex than sharing Grandma’s fruitcake recipe and the family’s cabin in the woods. Some families even share…
How To Develop A Comprehensive Personal Estate Plan
With A Personal Estate Plan You’ll Need More Than Just A Will Sometimes you need a complete set to make things work. How would your car move safely down the…
Using A 529 Plan To Your Advantage
Mike smiled as he watched his grandson, Jake, graduate from kindergarten. He dreamed of Jake’s future, especially his graduation from college. His smile faded as he visualized his grandson dealing…
How To Fund Your Retirement
Tips On Funding A Healthy Retirement Many of us rely on our jobs to provide income for the things we need. Though planning on funding your retirement begins early in…
Tips To Avoid Contesting A Will
How Do You Avoid Contesting A Will? Alex was patriarch of a large family. They had gone through some tough times. His sons and daughters were not close to each…
Setting Up A Special Needs Trust In Arizona
Estate planning is all about taking care of people – you and your beneficiaries. Some people face the future knowing they need to provide for a loved one with special…
Celebrity Estate Planning Mistakes Part II: Sonny Bono
Sonny Bono Packed A Lot Of Living Into His 62 Years On This Earth He was a singer, songwriter, television star, restaurateur, mayor, and Congressman from the state of California.…