Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
You may want to consider some financial issues before walking down the aisle again.
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
In the wake of the coronavirus pandemic, many older adults are more socially isolated than ever — and thus more vulnerable to being financially victimized.
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn’t even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.
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