Living Wills and Phoenix Living Trust documents are plans which outline your wishes and requests should no longer be able to make decisions for yourself (typically due to injury or illness) and when you die. There are many reasons someone may need to update their Phoenix Living Trust – changes in health, newly acquired assets, […]
Estate planning may go beyond a simple distribution of assets when you pass. Discover what areas you need to cover when considering a Phoenix will or Phoenix trust program.
Phoenix Will and Phoenix Trust Assets
What usually prompts the instigation of a Phoenix will or Phoenix trust is having certain assets you want to protect. The most […]
Saving for your future is a smart way to ensure your retirement will be properly funded in addition to the use of social security income, or in place of SSI. If you do not plan ahead and establish a Phoenix will or Phoenix trust, your loved ones may end up losing their inheritance that is […]
A Phoenix trust is a type of account which allows you to designate who your money and belongings go to and how they are spent. This may involve a simple plan such as holding inheritance for a young child until they reach legal age or your plan may be a lot more complicated than that. […]
Naming a beneficiary through a Phoenix will is very important. When you name a beneficiary, you are saving your family time and money from having to let the court determine how your assets are split up for you. Failing to designate an heir could leave your assets in jeopardy of being overtaxed or even seized […]