Advanced Directives
How Do I Name a Guardian for My Children?
Why naming a guardian for your child is important.
December 4, 2020
Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Elder Law
How Do You Ask Parents about Estate Planning?
Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.
November 21, 2020
Asset Protection
What’s the Key to Saving Money in Retirement?
Seniors with limited income need to find ways to lower their medical costs. Here are some options for keeping those healthcare bills in check.
November 15, 2020
Asset Protection
Protect Your Estate with Five Facts
The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.
November 12, 2020
Estate Planning
Can I Fund a Trust with Life Insurance?
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
November 8, 2020
Asset Protection
Mistakes New Parents Make with Money
September is the most common birth month of the year. It’s also a good time for new parents to think about the financial side of their parental responsibilities.
October 30, 2020
ALTCs
Can I Revoke a Power of Attorney?
Cindy, a widow in her early 60s, was undergoing physical therapy for an injury to her foot, making it difficult for her to get around. In addition, she was suffering depression brought on by the immobility and pain, resulting in her neglecting to pay bills and taking care of other financial affairs.
October 28, 2020
Advanced Directives
What’s the Latest Trend in Long-Term Care Insurance?
The availability of long-term care insurance policies is continuing to decline, even as the need for such care is growing, an interagency task force led by the Treasury Department has said.
October 25, 2020
Advanced Directives
What Do I Need to Do When my Spouse Dies?
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
October 21, 2020
Asset Protection
How 401(K) Beneficiaries Work with Your Estate Plan
To ensure your estate is settled in the way you want, it’s wise to do a bit of extra planning to keep your documents up to date.
October 17, 2020
