Estate Planning Blog

Building generational wealth starts with you. Making smart financial decisions and setting up a sound estate plan will help you set future generations up for success. But you also need to instill strong financial and family values if you want your legacy to continue to...

Whether you’re single or in a relationship, everyone needs an estate plan to provide them with peace of mind about the future. However, unmarried couples in particular face some unique challenges, because they don’t have the same legal protections as married couples. If you would...

Get ready to pack up your car and hit the road with family or friends this summer! Make your destination road trip one to remember by exploring someplace new. Here are five Arizona attractions that you don’t want to miss. Five Attractions in Arizona to Visit...

Starting an estate plan can feel like a daunting task, especially if you’re a beginner and the idea is foreign to you. However, making an estate plan is absolutely essential, and you should not put it on the back burner. More people than ever are...

Even if you don’t have close blood relatives, a spouse, or dependents, it’s still important to write a will and create an estate plan. You deserve the right to decide what happens to your assets after you pass. Without making your wishes known, your estate...

Choosing a beneficiary for your 401K is an important decision. Even though retirement accounts do not have to go through probate, they can still be subject to taxes and fees. And when it comes to inheriting a 401K account, different rules apply for charities, spouses,...

The best places in the world for stargazing are designated “dark sky” locations. Arizona residents are lucky to have more than twenty of these places in the state! We explain what the term “dark sky” means and reveal the three best spots where you can...

Summer has arrived in Arizona! While it may bring scorching temperatures, this season also presents plenty of opportunities for adventure and exploration. Hiking, camping, and visiting farmers markets are all popular activities, but they aren’t the only things to do in Phoenix. Here’s our list...

After tying the knot, there seems to be a happy bubble surrounding you and your new spouse. It’s easy to get lost in day-to-day life and feel like there’s still plenty of time to take care of the finer details. However, estate planning is a...

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