Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
If you get your health insurance through the public marketplace and are nearing age 65, don’t forget about Medicare.
You’ve inherited an individual retirement account, or IRA. Now what?
Those marrying at older ages should at least consider a prenuptial agreement, since both spouses may come into a marriage with significant assets, children, or both.
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It’s up to $11.7 million for 2021 ($23.4 million for a married couple).
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Legendary actress Nichelle Nichols, best known for her role as Lieutenant Uhura on Star Trek, is caught in the middle of what has been a years-long conservatorship battle.
These red flags signal that your financial data or other personal information may have been breached.
Think you won’t qualify for life insurance in retirement? Guess again.
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
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Gilbert, AZ 85296
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