Long-term planning, with an emphasis on estate planning in Arizona, is not something most people look forward to doing. However, despite the unpleasant nature of this type of planning, it is perhaps one of the most important things on your to-do list and a true act of love for your family and friends.
Estate planning in […]
An AZ living will is a document that stipulates your wishes should something happen to you medically that renders you incapable of making your own decisions. It allows you to maintain control over what happens to your level of care and the direction in which you take, even if you can’t verbally communicate this yourself. […]
Many people try to take steps to avoid costly taxes when they are engaging in Arizona estate planning processes. One example of this is taking larger assets and transferring them or selling them to avoid probate or other costly taxes associated with a person’s estate. There are several reasons why it is never a good […]
Probate is perhaps one of the most tedious and frustrating processes that grieving families have to contend with after the loss of a loved one. However, depending on the type of document left for the family in terms of the deceased person’s wishes for their estate, probate may be unavoidable. This is why planning ahead […]
To formulate a solid financial plan you need to do periodic reviews of your investments and assets. Does the portfolio you established in the past still reflect the goals you’re pursuing? Will any losses or gains in your assets impact the legacy you’re leaving to your heirs? In the face of market volatility and the […]