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

Category: Trust Administration

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

What are the First Steps in Estate Planning?
Advanced Directives

What are the First Steps in Estate Planning?

During your life you will likely accumulate money, property and other items of value. These are your assets. Taken together, these assets — also known as your estate — paint a picture of the wealth you’ve built over time. Rather than lose all you’ve built when you die, planning your estate ahead of time can help you preserve your wealth by transferring your assets to your children or other beneficiaries.

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Key Components of an Estate Plan to Tackle First
Estate Planning

Key Components of an Estate Plan to Tackle First

Having the right legacy plans and documents in place is one of the most important steps aging individuals can take, both to give themselves peace of mind and to avoid the possibility that confusion will make an already challenging situation even worse.

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What Is a Beneficiary?
Estate Planning

What Is a Beneficiary?

When an individual purchases an annuity, they name one or more beneficiaries who will receive the benefits if something happens to them before the contract ends. This could be due to death, disability, or another event that would cause the individual to no longer need their income from the annuity.  The ultimate beneficiary of an annuity is the individual receiving the payments. However, there can also be additional beneficiaries.

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Do I Need a Life Insurance Trust?
Estate Planning

Do I Need a Life Insurance Trust?

Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.

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Can I Protect My Family after Death?
Estate Planning

Can I Protect My Family after Death?

The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.

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