Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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