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5 Questions to Answer before Seeing an Estate Planning Expert

An Arizona estate planning expert can help you get your estate’s affairs in place by preparing all the documents that you will need. But, before you visit an Arizona estate planning expert you should ask yourself these five questions to determine your unique Arizona estate planning needs:

1.)   How much do you want to leave to […]

By |October 28th, 2013|Arizona Estate Planning Q&A, Articles|0 Comments

The 5 Most Important Estate Planning Documents

Everyone should have an estate plan in place for the unexpected, and having up to date Arizona estate planning documents will ensure that your estate is properly managed in accordance to your wishes rather than Arizona law.

Document 1 – Last Will and Testament

If your estate is will based, your last will and testament is one […]

By |October 26th, 2013|Arizona Living Will, Articles, Trusts and Wills|0 Comments

2013 IRA Withdrawal Rules

If you have a traditional Arizona IRA there are withdrawal rules that you should be aware of, and there are many differences between a traditional Arizona IRA and a Roth Arizona IRA. If you withdraw money from a traditional Arizona IRA before the age of 59 ½ the amount will be subjected to a 10% […]

By |October 25th, 2013|Articles, IRA|0 Comments

Why is it Important to Keep your Estate Planning Documents Current and Secured?

Estate planning is important to ensure that your estate is properly distributed to your loved ones based on your exact wishes, and it is often overlooked by estate owners in spite of its importance. If you have taken the time to create an estate plan, you have taken the most important step in estate planning, […]

By |October 24th, 2013|Arizona Estate Planning Q&A, Articles|0 Comments

Surviving Arizona Probate Court

The probate court in Arizona is a court that oversees the transfer of estate of a person that passed away. Therefore, it administers the transfer of assets and ensures that debt is paid to creditors. The court also ensures that assets are distributed according to the decedent’s last will and testament or according to the […]

By |September 25th, 2012|Arizona Estate Planning Q&A, Articles|0 Comments