Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
If you haven’t reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
Like a lot of estate planning vehicles, irrevocable trusts work very well for some purposes—particularly for tax avoidance and asset protection—and not so well for other purposes.
The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.
A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.
Choosing when to file for benefits is a critical decision that will affect your monthly retirement income for the rest of your life.
Everything each spouse earns during their marriage is community property. Fortunately, a gift or inheritance is separate property. However, that’s only half the battle.
I am a single retired parent to an adult daughter, who is an only child. The home I currently reside for the last 26 years still has a mortgage and the deed is in my name only. I have a will that states everything is left to my daughter, and then to my grandson, if she proceeds me in death. Should my daughter be added to the deed?
A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…
A Clark County judge has awarded Tony Hsieh’s father and brother administrative duties to begin the process of sorting out the Las Vegas visionary’s vast wealth and estate, after he died last week and left no known will or estate documents.
When something is tailored to one’s needs, everything can go smoother.
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