In the estate planning world it can be easy to get confused. There are many available tools and advice on how to best use them. You may have heard your colleagues, friends, or family talk about how they’ve created an IRA inheritance trust to pass...
Let’s face it: as much as popular culture would like to deny it, our bodies age. When we’re young and raising families, we’ve got loads of energy and stamina, especially if we also have a robust exercise regime. But as we grow older, our physical...
In our most recent blog post we touched on several options for passing on your rental properties and real estate investments to your beneficiaries. In this post, we will look at additional factors to consider in your end-of-life planning as a real estate owner. At...
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...
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...
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...
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...
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...