6 Common Estate Planning Mistakes
When We Make Estate Planning Mistakes We Risk Our Family’s Futures Mistakes? We all make them. It’s just that some have longer lasting effects than others. Take estate planning, for…
Family Heirlooms Can’t Go With You – But You Can Ensure They Have A Good Home
There’s an old-but-still-relevant saying: You can’t take it with you. Even though your physical possessions will not b going with you into your spiritual afterlife, you control where your property…
How To Pay For Your Retirement
Paying For Your Retirement At the end of long years of work, you may be looking forward to one thing: retirement. That retirement will be a lot more rewarding (and…
Preparing Basic Estate Planning Documents For Every Stage Of Life
It’s said there is nothing so constant as change. We are faced with shifting goals and priorities from the day our life begins until the day it ends. As we…
How To Register Your Advance Directive In Arizona
Advance Directive In Arizona Daryl’s family rushed to the emergency room when they got the call. He’d had a major stroke and was unable to communicate with anyone. His daughter…
What Happens To Joint Debts When You Pass Away?
Deborah & Thomas Did Just About Everything Together During Their 42-Year Marriage They ran a successful real estate agency, purchased homes together, and furnished those homes, and bought or leased…
What’s The Importance Of Estate Planning & Having A Will
Estate Planning & A Will For Your Family – What’s The Importance? We don’t like to think about it. But death happens. People of all ages die from accidents, leaving…
How Wealth Management & Estate Planning Go Together
Benefits Of Having Wealth Management & Estate Planning Work Together Jon and Margaret W. were what most people would consider well off. They had worked hard, scrimped and saved, and…
Tips On Transferring Real Property Into A Living Trust
Transfer Real Property Into A Living Trust In Arizona Jenna’s estate planning attorney suggested she create a living trust. It seemed like the best way for her to pass her…
TODs & PODs: Advantages & Disadvantages
It seems like a great idea. Finding an easy way for your assets to be handed down to your beneficiaries is appealing. Transfer-on-death (TOD) and payable-on-death (POD) designations can do…