Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Estate experts agree that a financial power of attorney is one of the most important documents to include in your estate planning. It allows you (the “principal”) to name a person you trust (your “agent”) to make decisions about your property and finances if you cannot.
The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
2500 S Power Road
Bldg 14 Suite 132
Mesa, AZ 85209
1425 S. Higley Road #106
Gilbert, AZ 85296
Copyright © LifePlan Legal AZ. All rights reserved. Some artwork provided under license agreement.
Privacy Policy | Disclaimer
