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

Common Mistakes in Claiming Social Security
Elder Law

Common Mistakes in Claiming Social Security

Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.

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Make the Most of a Roth IRA, Even If You’re Not Ultra-Wealthy
Estate Planning

Make the Most of a Roth IRA, Even If You’re Not Ultra-Wealthy

For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.

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What Is a Guardianship?
Elder Law

What Is a Guardianship?

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?

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