An IRA, or Individual Retirement Account, is a blessing for the aging population in Gilbert , AZ ; it allows them to save for retirement while receiving big tax breaks on the money they are saving. When a person passes before the funds are used up, the IRA will belong to the beneficiary – this […]
More and more these days people are choosing not to get married and that’s ok…if a couple chooses not to get married, they don’t receive the same financial benefit when it comes to estate planning in Arizona. However, below are 3 tips for unmarried couples when it comes to family trust in Phoenix that are […]
There are many myths that can be frustrating to estate and family trust planners in Phoenix. Being educated on what is true and false in the field of estate planning is crucial when helping to plan your future. Below are three common myths that people believe when it comes to estate planning.
One common myth in […]
A family trust is an important part of an estate planning arsenal as it allows for a component of planning that occurs while the trustee is still living. It protects major assets from going through the process of probate, which can be costly and time-consuming. However, in addition to understanding how the process of setting […]
When it comes to determining whether or not you need a living trust, there are a number of factors to consider. First, is whether or not your assets actually require a living trust. If you don’t have major assets, such as property or assets of that nature, then you may not need to title things […]