Caring for a loved one with special needs comes with unique challenges, and one of them is how to secure their financial future. Even when you have the best intentions, leaving money to them in your will can actually cause financial problems for the special...
Estate planning is a crucial aspect of securing your assets and ensuring a smooth transition for your loved ones after you’re gone. Unfortunately, however, there are many scams out there that target individuals looking to create or update their estate plans. Telemarketers, title fraud, living...
Probate is a long and costly process that places an unnecessary burden on your loved ones. If you want to avoid probate in Arizona, you’ll need more than just a will in your estate plan. Wills are always subject to probate, and that is why...
You don’t have to be rich to set up a trust fund for your child. In fact, it’s a move every parent should make. Setting up a trust fund can help secure your child’s financial future by protecting their inheritance from taxes, probate, and creditors....
Arizona offers a treasure trove of opportunities for making memories. As we step into 2024, it’s a great time to update your bucket list with the best activities our state has to offer. From exploring a majestic desert landscape or a ghost town to supporting...
As we enter the beginning of a new year, many people are making plans for the future. If you’re setting any New Year’s resolutions, estate planning should be at the top of your list. A sound estate plan is crucial in easing the burden for...
Being a single parent is quite common in the United States—in fact, the Census Bureau estimates that 23% of U.S. children live in single parent homes. Some people begin the parenthood journey all on their own, while others might have lost a partner to death...
Creating a trust is a thoughtful and strategic way to ensure that your assets transfer seamlessly to your beneficiaries. However, one key aspect of building a successful trust is choosing the right trustee. The trustee must safeguard your assets and uphold your wishes when distributing...
Ten Estate Planning Tips You'll Actually Use If you don’t have an estate plan yet, you’re probably wondering where to begin. Estate planning is often a complicated process, and every person’s situation is unique, so a little guidance goes a long way. Here are ten tips...
When cabin fever starts to take its toll, it’s time to get out and embrace the beauty of winter in Arizona. With mild temperatures and diverse landscapes, the Phoenix Valley offers a multitude of outdoor activities and adventures that will help you shake off the...