If you need special medical care, you make an appointment with a doctor who is trained in the field of medicine pertaining to your need. If you’re building a home, you want a contractor with a good track record, who does quality work. When it...
Living Trusts involve making wise decisions in order to protect your financial future. Good Living Trusts successfully designate who inherits your estate after you’ve passed away and when the finances are distributed. A good plan also protects your hard-earned finances and assets from loss and...
Mother’s day is coming up, and that means Moms all over the world will be honored for their nurture, training, and love. If you’re a mother, we want you to know we value your role as an influencer more than any other person’s role in...
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,...
Your home, vehicles, and investments aren’t the only things you need to include in your estate plan. You should also name beneficiaries for your personal property. Treasured items like a hope chest or a grandfather clock tell the tales of your family’s history. But passing down...
When people hear the word “estate,” they often imagine mansions, yachts, and massive investments. But the truth is, everyone has an estate. If you own anything at all—like a house or a savings account—you have an estate. So, what actually makes up an estate, and what...
It seems like the end of the year always has a way of sneaking up on you. One day you’re making summer vacation plans, and the next you’re wondering how it’s already December. And just like the year flies by, life can change in the blink...
Estate plans. You’re old enough to know they’re important. And for a while now, you’ve had that nagging thought in the back of your mind that it’s time to take steps and establish a plan for your financial future. But you don’t know what to...
Both a Living Trust and a Will are legal documents that state how you want your financial assets to be distributed after your death. But what’s the difference between a living trust and a last will and testament? Is one better for protecting future beneficiaries...
In Arizona, probate can become active for any estate valued at $100,000.00 or greater, and it can cause your estate to be held up in court for months, or even longer. Probate also involves attorney fees and additional court costs, all of which can easily...