Estate Planning Blog

Over two-thirds of adults will require long-term care during their senior years. So let's talk about in-home care options for seniors in Mesa and the surrounding areas. Deciding where and how you want to receive care is all about your personal comfort. Many people prefer...

If you’re a business owner and you’ve created something successful from the ground up, it’s a great point of pride. You want to make sure it’s well cared for and remains in the best hands if you’re unable to run it someday.  Many people pass on...

Here in Arizona, temperatures often shoot up into the triple digits. When it gets that hot, it’s not safe to exercise outdoors, especially for adults in their senior years. You already know you need to be careful out there - that’s why you’re here looking...

Yes, a trust can own an LLC. In fact, placing your LLC in a trust is often a smart move.  When you put your LLC in a trust, you can combine the protections that both entities offer. For example, an LLC will keep your personal assets...

Every adult needs a will, whether they're 18 or 78, whether they're making their own way or they're already a millionaire. You see, a will isn't just about deciding who gets your savings account or your house or your comic book collection after you die....

Exploring Arizona with your grandchildren offers a wealth of enriching experiences! Our state’s diverse attractions will spark your little ones’ imagination and curiosity. From free activities like splash pads and parks, to museums and cultural institutions that provide opportunities for learning, there are many ways...

There are many ways to leave money to a charity in your estate plan. For example, you can make charitable donations in your will or name a nonprofit as the beneficiary of your 401K. You could also set up a charitable trust or contribute to...

Are you wondering if Arizona is a good place to retire? Our answer would be a resounding “YES!” Not only is Arizona a tax-friendly state for seniors with a wide array of desirable cities, there are many other pros to settling down here for your...

If you’re retired and thinking about moving to a different state, or planning to move after you retire, you may be wondering how it will affect your income. If so, you probably have a lot of questions—will my taxes change after moving to another state?...

Next webinar
starting soon
Free Webinar