If postsecondary education is in your family’s future, whether for your children, grandchildren, or other family members, consider including one of the following tools in your estate plan. It can …
Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that …
Over the years, I’ve discovered that many people make a mistake with their trust that catapults their assets and loved ones right into the court system. Most of our clients …
How is a pour-over will different from a standard will in Arizona? I am here to demystify the essential role of pour-over wills in safeguarding your legacy. Learn how this …
Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create …
Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps …
Musician Aaron Carter, a former child pop star and younger brother of Backstreet Boys singer Nick Carter, died in November at the age of thirty-four. Aaron’s untimely passing is one …
The goal for my clients is to put all their assets in the trust we create together. This includes Treasury Bonds. You can find the paperwork for changing the beneficiary …
Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because …
