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 […]
As we build our families and build our wealth, the stakes about the future get higher and higher. When you have a combination of assets to lose and loved ones you want taken care of in the event of your death, you are going to have to do some planning to make sure […]
Since we never know when the day will come that we pass away, putting off Arizona estate planning is not a good idea. Should you procrastinate in this area of financial planning, it could mean major consequences for the family you leave behind. Learn about the basics of Phoenix will and trusts to get on […]