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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...
Despite constant warnings from financial experts, many Arizona residents continue to underestimate the importance of an up-to-date estate plan. A recent survey found that over 50 percent of Americans do not even have a basic estate plan in place. Many of these people...
Whether you are just starting to create your estate plan or you already have one in place, it is important to remember to continue to maintain it over time. The new federal tax laws may also have an effect on your wills, trusts and other accounts, particularly if your...
When you create a trust in Sun City, you are essentially putting some of your most valuable assets in an account for future distribution. That is why it is so important to make sure that the trustee you assign to manage your trust is reliable and able to effectively...
As people start the estate planning process, they often forget to consider their pets. While a friend or family member may have offered to care for your pet should anything happen to you, they may be underestimating the time and money required to take care of the pet....
As we begin to get older, particularly as we enter our 50s, it becomes even more important to organize our finances and prepare for the future. Drafting a will, creating a trust and drafting other parts of an estate plan require us to make sure our finances are in...
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...
As you begin the estate planning process in Arizona, it is important for you to be aware of how wills work, as they can have a major impact on your and your family's future. Most people are aware that wills are used to distribute your assets to certain people after...
When a person passes away, their belongings will need to be managed and distributed to their beneficiaries. In some cases, the court will need to appoint a personal representative of the deceased person's estate. This person will be responsible for distributing all...
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...
