Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Charitable remainder trusts give you more options and more control on how your heirs inherit, now that the “stretch” IRA is a thing of the past.
How exactly do you deal with credit cards and rewards points when someone dies?
When these types of situations arise, there are many steps you can take to avoid your will from being contested by individuals who believe they are entitled to receive your assets.
The death of a loved one is always a difficult time. The last thing most people want when they’re grieving is to have to deal with the IRS and state tax officials.
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
How can we see if there was a will and if it’s worth pursuing?
It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
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