Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
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.
I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Here are some important parts of your estate plan that should be reviewed.
There are many options, but the best use of the money is different for each widow and her unique circumstances.
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