You’ve spent your whole life working hard to achieve your financial goals, and of course you want to pass that wealth on to your children and grandchildren. However, building generational wealth involves much more than acquiring valuable assets. It also takes some careful financial planning,...
Starting conversations about things like inheritance and end-of-life decisions can be very difficult. However, it’s important to discuss these topics with your parents sooner rather than later. The decisions they make now will significantly impact your life in the future. By making sure they have...
Being named as successor trustee is a big responsibility that comes with legal and fiduciary duties. It means you’re in charge of managing someone’s trust after they pass away or become incapacitated. While it may seem straightforward at first, there are several dangerous mistakes that...
Setting up a trust is often a crucial step in estate planning. Whether they are revocable or irrevocable, trusts are designed to ensure the smooth transfer of assets to their beneficiaries. But what happens when the trust instructions don’t seem to align with the grantor’s...
As Easter approaches, Arizona comes alive with vibrant celebrations. From egg hunts to spring festivals, the Phoenix Valley offers a diverse range of events to make your Easter weekend memorable and magical. Here are some of the best things to do for Easter in Phoenix...
Planning for the future is a crucial aspect of responsible adulthood. Deciding how to distribute your estate after you’re gone can give you peace of mind about the future. Two common tools for achieving this goal are wills and trusts—but which one is right for...
Have you discussed your medical preferences with your loved ones? It’s important to have those wishes in writing to ensure you get the best possible care just in case you can’t communicate them yourself. However, when it comes to getting their estate planning documents in...
When it comes to estate planning, millennials are well ahead of the game. Many have been assisting their parents with the estate planning process, and others have even started setting up their own estate plans. It’s never too late or too early to get started—life...
Spring is a magical time in Phoenix, as the temperatures begin to rise and the desert landscape transforms into a colorful masterpiece. Whether you’re looking for something to do over spring break or you want to set out on a new adventure, there are plenty...
As a millennial, you’re in the prime of your life. Most millennials are now in their thirties and early forties, and they’re coming into inheritances, buying homes, starting families, and building wealth. But before you get any older, it’s a good idea to have a solid...