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

Category: Retirement

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

Beneficiary Mistakes to Avoid
Estate Planning

Beneficiary Mistakes to Avoid

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.

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Some Assets Better Left Outside of Will
Estate Planning

Some Assets Better Left Outside of Will

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paper­work and relevant laws.

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There are Ways to Transfer Home to Your Children
Asset Protection

There are Ways to Transfer Home to Your Children

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.

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Will Inflation Have Impact on My Retirement?
Estate Planning

Will Inflation Have Impact on My Retirement?

Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.

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