Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
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.
What Is a Beneficiary and How Do I Name One?
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.
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
It may be better to give than to receive. However, it may be even better to give and see your generosity rewarded.
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
2500 S Power Road
Bldg 14 Suite 132
Mesa, AZ 85209
1425 S. Higley Road #106
Gilbert, AZ 85296
Copyright © LifePlan Legal AZ. All rights reserved. Some artwork provided under license agreement.
Privacy Policy | Disclaimer
