Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.
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.
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
A last will and testament is essential for every adult. It establishes one’s wishes for distributing their property, whether real or personal, after death.
The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.
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