Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
Preparing for an estate sale can be a difficult and emotionally challenging task.
The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and the scheduled 50% reduction in the size of the federal estate tax exemption four years from now, has resulted in a renewed interest in estate planning for IRA and 401k accounts owned by married couples.
Based on a recent survey by the American Pet Products Association, as of 2020, 70% of households in the U.S. have pets—about 90.5 million households.
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
What happens when all of a corpse’s money is in his cold wallet?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
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Bldg 14 Suite 132
Mesa, AZ 85209
1425 S. Higley Road #106
Gilbert, AZ 85296
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