Like many retired Arizonans, you have built a sizeable estate that you are pleased to share with your loved ones when you are gone. However, you may also have significant debt that keeps you up at night worrying. What happens if you do not pay all of your debt before...
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A guide to estate planning for online accounts
Creating an ordinary will to determine what happens with your worldly goods is important. Figuring out who gets your real estate, savings and sentimental items is a crucial part of estate planning. However, you should do some estate planning for your digital...
Choosing power of attorney in Sun City
As you enjoy your retirement and begin looking towards your future, estate planning is an important concern. You need to consider how you want to manage your affairs as you age, and in particular, how you want your affairs handled after your death, or in the event you...
Why estate planning is essential for Sun City residents
People know Sun City for its wonderful climate, which makes it an ideal place for retirement. Although retirement can be a time filled with relaxation and enjoyment, there are also some important responsibilities to consider. Thinking about what will happen to your...
Estate planning makes a perfect New Year’s resolution
Before you know it, you’ll be counting down to midnight to usher in the fresh start of a new year. While reflecting on the events of 2017, almost everyone seems to have one question on their mind: “What should I choose as my New Year’s resolution?” Although “lose...
Common concerns for succession planning with business owners
Succession planning is a critical step for anyone who owns a business. People need to start thinking about this concept early on in life, similar to every other aspect of estate planning. The succession planning process requires the current owner to identify key...
Giving probate the slip
Everyone knows that probate is where estates are subject to second-guessing by the courts and estate taxes. The question is, How do you avoid probate? One rule of thumb is: Don’t own so much. If your assets are redefined so that they are no longer yours, they are not...