Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
My house is in my name and my son’s name. What happens if I need to go into a nursing home?
Scams target people of all ages, but the most vulnerable tend to be older adults—and the money they lose can have a big impact on their retirement.
If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
Long pandemic lockdowns forced many older adults to become comfortable with video calls to stay connected with family. That, in turn, means that long-distance caregivers have a better way to see how their loved ones are faring.
Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.
Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.
Ensuring that your wishes on your medical care are followed, is up to you. Take action now while you’re well, or you could later lose a say in the matter during a crucial time.
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
My Dad has been deemed unable to make his own decisions, and he does not have a Power of Attorney. The hospital said we need to apply for guardianship. What is that?
Using a lawyer is always a better choice than going through the process independently.
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Mesa, AZ 85209
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Gilbert, AZ 85296
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