Advanced Directives
How to Keep Track of Mom’s Healthcare Information
Build your own medical emergency packet.
October 23, 2020
Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Estate Planning
Will a ‘Will’ Really Pay Off?
A will itself is a legal document that describes the process of splitting up one’s personal property and possessions among family and loved ones.
October 22, 2020
Advanced Directives
What Do I Need to Do When my Spouse Dies?
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
October 21, 2020
Estate Administration
What Do I Look for in a Trustee?
If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
October 20, 2020
Advanced Directives
Is a Family Office Structure Good Estate Planning?
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.
October 19, 2020
Asset Protection
How 401(K) Beneficiaries Work with Your Estate Plan
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.
October 17, 2020
Advanced Directives
What Must I Decide Before Retirement?
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.
October 16, 2020
Advanced Directives
Social Security Benefits: Timing Is Everything
Deciding when to start receiving Social Security retirement benefits is an important decision. Making the wrong choice could cost you.
October 15, 2020
Business Succession
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
October 14, 2020
Advanced Directives
What are Power of Attorney Options?
As part of your estate planning, don’t forget to consider a power of attorney.
October 13, 2020
