Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
Justin Timberlake is cashing his chips in at the window.
As soon as you are an adult, you should have an estate plan in place.
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.
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