Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
There are other types of policies and investments that you can use to get long-term care benefits.