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

Key Dates for Planning Retirement
Elder Law

Key Dates for Planning Retirement

Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.

Read More »
Will the Girlfriend Get the Life Insurance or the Wife?
Estate Administration

Will the Girlfriend Get the Life Insurance or the Wife?

My boyfriend and I have lived together for 13 years but he is still officially married to another woman. He has a life insurance policy and I’m the beneficiary, and I’m also the beneficiary of his 401(k). Do we need a will and do I have to worry about his wife getting the money?

Read More »
Do QTIP Trusts Help avoid Estate Taxes?
Asset Protection

Do QTIP Trusts Help avoid Estate Taxes?

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.

Read More »
Why Is Estate Planning So Important?
Asset Protection

Why Is Estate Planning So Important?

The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.

Read More »
Subscribe!