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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Retirement

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

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What Penalties Hurt Retirement Accounts?
Estate Planning

What Penalties Hurt Retirement Accounts?

The following are penalties to avoid at all costs when contributing to or withdrawing from retirement accounts.

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October 19, 2022
How Can I Avoid 401(k) Early Withdrawal Fees?
Estate Planning

How Can I Avoid 401(k) Early Withdrawal Fees?

If you need to withdraw funds from an individual retirement account or 401(k) account before age 59 1/2, there’s usually a 10% early withdrawal penalty.

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October 4, 2022
What Does Inflation Reduction Act Mean for Seniors?
Elder Law

What Does Inflation Reduction Act Mean for Seniors?

One often unrecognized fact regarding drug pricing is the difference in bargaining power depending on what agency or group is doing the bargaining.

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September 28, 2022
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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August 29, 2022
Can Beneficiary Designations Be Challenged?
Asset Protection

Can Beneficiary Designations Be Challenged?

Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.

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August 24, 2022
Can You Leave an IRA to a Beneficiary?
Charitable Planning

Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.

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August 17, 2022
How Do I Maximize My IRA?
Estate Planning

How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.

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July 26, 2022
What Should I Know About Buying Funeral Services?
Estate Planning

What Should I Know About Buying Funeral Services?

People shopping for funeral or cremation services may be particularly vulnerable to overpaying or being swindled, which is why experts say it is important to be cautious when making those decisions.

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July 14, 2022
What Is Justin Timberlake Doing with His Estate Planning?
Asset Protection

What Is Justin Timberlake Doing with His Estate Planning?

Justin Timberlake is cashing his chips in at the window.

Read More »
July 12, 2022
Should I Create a Funeral Trust?
Estate Planning

Should I Create a Funeral Trust?

What is a funeral trust?

Read More »
July 7, 2022
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Our Mesa Office

2500 S Power Road
Bldg 14 Suite 132
Mesa, AZ 85209


Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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