Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Wills & Trusts

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

Mom Left Me Her IRA
Estate Administration

How Do I Know If Mom Left Me Her IRA?

My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father.,  However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?

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Ask Parents about Estate Planning
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.

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Before 2020 Ends
Asset Protection

Estate Planning Actions Before 2020 Ends

If you have not already been inundated with invitations to webinars, articles and newsletters regarding  estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.

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