Oftentimes, the key to creating generational wealth lies in protecting the assets you pass down to your children and grandchildren. If you don't want their inheritance to get squandered by an irresponsible spouse, or lost in an unexpected lawsuit, there are steps you can take....
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...
Estate planning is a very important part of retirement planning. Although technically you can make an estate plan after you retire, it's not wise to put it off. We know it can be difficult to tackle some estate planning topics, like writing your will or...
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...
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...
A durable power of attorney (POA) is a legal document that gives someone you trust the right to make financial and/or medical decisions on your behalf. It's a good safeguard to include in your estate plan, just in case a time comes when you are...
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,...
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...
The Golden Years are those years when you’ve retired from the workforce, and you’re finally able to do what you desire: putter in the garage, plant a garden, take sightseeing trips, spend time with your grandkids, along with a host of other possibilities. During your...