Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Life Insurance

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

Should My Kids Get an Equal Inheritance?
Estate Planning

Should My Kids Get an Equal Inheritance?

Children are treated fairly when it comes to inheritance. But “fair” doesn’t always mean “equal,” especially if your family situation or assets are complicated. In some circumstances, giving kids equal inheritances may not be the best option.

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What Happens When There’s No Will?
Advanced Directives

What Happens When There’s No Will?

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

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Is It Possible to Split an IRA?
Asset Protection

Is It Possible to Split an IRA?

Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.

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What are the First Steps in Estate Planning?
Advanced Directives

What are the First Steps in Estate Planning?

During your life you will likely accumulate money, property and other items of value. These are your assets. Taken together, these assets — also known as your estate — paint a picture of the wealth you’ve built over time. Rather than lose all you’ve built when you die, planning your estate ahead of time can help you preserve your wealth by transferring your assets to your children or other beneficiaries.

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How Do I Pay for a Funeral?
Estate Planning

How Do I Pay for a Funeral?

No one wants to face a large bill for a funeral when they are grieving the loss of a loved one. It’s far preferable, when possible, to make arrangements in advance, utilizing one or more of the following sources of funds.

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What Is a Beneficiary?
Estate Planning

What Is a Beneficiary?

When an individual purchases an annuity, they name one or more beneficiaries who will receive the benefits if something happens to them before the contract ends. This could be due to death, disability, or another event that would cause the individual to no longer need their income from the annuity.  The ultimate beneficiary of an annuity is the individual receiving the payments. However, there can also be additional beneficiaries.

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