Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
I’m looking for guidance on where to start with planning in case something happens to me or my husband.
While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.
People often overlook critical steps when they are doing their estate planning.
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Few will argue that the most important time to have a will is when you are parents of young children.
Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity?
Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
One often unrecognized fact regarding drug pricing is the difference in bargaining power depending on what agency or group is doing the bargaining.
There is no legal requirement that anyone give anyone else money or property when they pass. The law says that as long as you understand what you’re doing, you can give your assets to anyone you feel like giving them to, equal or not.
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Gilbert, AZ 85296
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