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Category: Life Insurance

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

Some Assets Better Left Outside of Will
Estate Planning

Some Assets Better Left Outside of Will

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.

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Why Do Siblings Fight after Death of a Parent?
Charitable Planning

Why Do Siblings Fight after Death of a Parent?

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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