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

Category: Social Security

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

Retirement Planning: Embracing Life Beyond the Numbers
Estate Planning

Retirement Planning: Embracing Life Beyond the Numbers

In a world where financial headlines often paint a grim picture, it’s easy to get lost in the woes of bear markets, inflation and looming recessions. This is especially true when it comes to planning for retirement. As Roger Whitney, a contributor at Forbes, insightfully points out in his article “Retirement Planning Is More Than Financial Planning,” the traditional focus on…

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Can I Get My Ex’s Social Security Benefits?
Estate Planning

Can I Get My Ex’s Social Security Benefits?

If you’re thinking hard about your Social Security claiming strategy, there may be one aspect you’ve overlooked. If you’re divorced, you may be able to receive Social Security benefits based on your ex-spouse’s work record.

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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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