For seniors like you with large financial portfolios, you’ll need to take a few steps to protect your hard-earned wealth. Careful estate planning will not only ensure the smooth transfer of your assets after you pass, it will also help your heirs avoid unnecessary costs...
When setting up a trust you need to consider all the fine details, including who will be capable of managing all the duties involved. Although a trust can have more than one trustee, it’s not always the best idea. We explain when and why it’s...
Are you celebrating this Valentine’s Day with that one person who you want to spend the rest of your life with? There are several steps that couples need to take in order to protect each other in the future. These steps will be slightly different,...
Streamlining your assets before retirement can have benefits as well as drawbacks. Perhaps you want to make your finances less hands-on so you can focus on your hobbies, travel, or loved ones. Maybe you want to simplify your streams of income or maybe you’re starting to...
For many of us, it’s greatly rewarding to give back to our communities and pass along some of the good fortune we have. Winter in Arizona is a great time to volunteer for community service or help out those in need. From working with kids...
Not every inheritance is a welcome one. There are many reasons someone might want to refuse a bequest—a large amount could become a tax burden or disqualify them from government benefits. Or perhaps they feel that another person would appreciate it more, so they want...
Need some ideas for what to do this Valentines Day? Are you sick of the standard going out for dinner and a movie? Here are some ways you can spend a date night with the one you love without relying on your old stand-bys. Three Ideas...
Every family needs estate planning, no matter which tax bracket they fall into. Parents in particular need to take steps like naming a guardian, writing a will, and providing for the future. You don't have to be rich to do things like set up a...
Yes, a handwritten will—sometimes referred to as a holographic will—can be legally valid as long as it meets the conditions required by Arizona law. We will explain these rules in detail, and lay out how to best handle writing a will if you haven’t drafted...
A house is a very valuable asset, and by leaving your home to your children you're setting them up with a legacy for the future. At least, that's what most people intend to do when they leave their house to their son or daughter. However,...