Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
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.
If you don’t also fund it, unexpected things can happen and some of those things may not reflect the intent to the grantor.
You’re closing in on retirement, but you’re not there yet. Are you on track?
The IRS determined that Prince’s estate is worth $163.2 million, well above the $82.3 million valuation submitted by Comerica Bank & Trust, the estate’s administrator.
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
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