Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
While more than half of Americans believe estate planning is essential, a mere 33% actually have a living trust or will. And one out of three respondents who don’t have a will reason that they don’t think they have sufficient assets to warrant estate planning.
When an individual purchases an annuity, they name one or more beneficiaries who will receive the benefits if something happens to them before the contract ends. This could be due to death, disability, or another event that would cause the individual to no longer need their income from the annuity. The ultimate beneficiary of an annuity is the individual receiving the payments. However, there can also be additional beneficiaries.
Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?
Estate planning is crucial to leaving your beneficiaries with your possessions as you intend.
If your estate plan benefits Gen Y (also known as Millennials) it’s important to design a trust that supports what makes them thrive.
There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
A consultation is an initial meeting with a lawyer. During this meeting, you can discuss your unique situation and your concerns.
Losing a loved one is stressful enough without having to deal with a botched funeral. Preplanning, due diligence and good communication can head off difficult surprises.
When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.
What Can You Do If Someone Steals Your Inheritance?
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Gilbert, AZ 85296
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