Arizona Estate Planning

/Tag:Arizona Estate Planning

Phoenix Living Trust: Who is Involved?

A Phoenix living trust is an important part of estate planning. Anyone who has property of any kind to pass on to another party in the event of the property owner’s passing can greatly benefit by establishing a trust. Learn who is involved in the process and what property to consider covering with a Phoenix […]

Differences Between a Phoenix Living Trust and Will

The legal documents, Phoenix living trust and will, are very commonly confused because they sound and seem so similar in their nature. This confusion often leads people to settle with the option that might not be best for them. Not all people need a Phoenix living trust, but many do – learn about your options.

How […]

What You Need to Cover in Your Phoenix Will and Phoenix Trust

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 […]

Phoenix Will and Phoenix Trust for Retirement Accounts

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 […]

Phoenix Trust: Smart Financial Planning

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. […]