Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
In this article, we discuss seven specific ways that you can make life easier for your loved ones after you die.
If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.
While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it’s an important aspect of good financial planning that shouldn’t be ignored.
If I have a current will that is about seven to 10 years old, do I have to write up a new will or can I edit the current will?
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
When a person uses a will to leave property to their family, friends or the causes they support, the act is known as a bequest. A bequest can be the cash, investments, jewelry or other items that a person passes to beneficiaries when they die.
While you may draft a will assuming that your choice of executor won’t change, there are different reasons why making a switch may be necessary.
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.
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