Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Based on a recent survey by the American Pet Products Association, as of 2020, 70% of households in the U.S. have pets—about 90.5 million households.
Without a valid will, a person’s estate passes to their surviving heirs under intestate succession (i.e., ‘succession without a will’).
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
What happens when all of a corpse’s money is in his cold wallet?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
If you really want to help your heirs out, these are some of the best assets to leave them.
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
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Gilbert, AZ 85296
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