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

Category: Retirement

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

How Do I Start Saving for Retirement, if I’ve Been Lazy?
Advanced Directives

How Do I Start Saving for Retirement, if I’ve Been Lazy?

Time is one of your greatest assets or your worst enemy when planning for retirement. The earlier you start saving for retirement, the more time that money has to grow. That means you have to save fewer dollars earlier, in order to achieve your financial goals later.

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Do You Pay Taxes on Gifts From Parents?
Advanced Directives

Do You Pay Taxes on Gifts From Parents?

In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year.

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What Happens When There’s No Will?
Advanced Directives

What Happens When There’s No Will?

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

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Is It Possible to Split an IRA?
Asset Protection

Is It Possible to Split an IRA?

Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.

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Older Singles Can Plan to Protect Themselves
Elder Law

Older Singles Can Plan to Protect Themselves

Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.

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How Do I Pay for a Funeral?
Estate Planning

How Do I Pay for a Funeral?

No one wants to face a large bill for a funeral when they are grieving the loss of a loved one. It’s far preferable, when possible, to make arrangements in advance, utilizing one or more of the following sources of funds.

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Is Extending Required Minimum Distributions a Good Thing?
Asset Protection

Is Extending Required Minimum Distributions a Good Thing?

The first SECURE Act extended the beginning date for taking required minimum distributions from the year after the account owner reaches age 70½ until they reach age 72. Just three years later, ‘SECURE Act 2.0’ has extended this age to 73, and offers a further provision for extending it again, to age 75, beginning in 2033.

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