Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.
To ensure your estate is settled in the way you want, it’s wise to do a bit of extra planning to keep your documents up to date.
There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s also crucial to make some important financial planning decisions before the fun begins.
Deciding when to start receiving Social Security retirement benefits is an important decision. Making the wrong choice could cost you.
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
As part of your estate planning, don’t forget to consider a power of attorney.
Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
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