Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
My Dad has been deemed unable to make his own decisions, and he does not have a Power of Attorney. The hospital said we need to apply for guardianship. What is that?
Can a living trust be the beneficiary of a Roth IRA?
Using a lawyer is always a better choice than going through the process independently.
One of the best ways to prepare for retirement is to set aside money in a tax-advantaged retirement account. Hopefully, you have done so year after year and built a nice nest egg.
In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
There’s plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.
All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, of hits.
You’re closing in on retirement, but you’re not there yet. Are you on track?
Choosing when to file for benefits is a critical decision that will affect your monthly retirement income for the rest of your life.
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