Blizzards, Ice Storms, & Below Zero Temps – All Good Reasons To Move From The Frozen North To Warmer States. Arizona is one of the most popular destination states for people who want to make a move, especially retiring senior citizens. Other than the weather, though, there are many other reasons that retirees might migrate to…
DetailsEstate Planning Is Important, No Matter Your Station In Life Only about 44% of Americans have signed a Will, the most fundamental and well-known estate planning document. Without a Will, your assets may not go where you want them. Settling your estate may take longer, also, since there’s nothing in writing showing what you want.…
DetailsYears of work behind you, it may be time to consider retirement. Trying to figure out whether you have enough money to retire may leave you bewildered. How much is enough? “Enough” is vague. Enough for you might be sufficient funds to: Enjoy a fulfilling lifestyle; Cover unexpected expenses and emergencies; Allow you to fulfill…
DetailsBeing able to give your loved one the care they need is rewarding. But it can be expensive too. Many family caregivers rack up bills providing assistance with daily activities, prescriptions, skilled nurses, and so on. In 2017, the Arizona legislature considered a bill that would offer caregivers a tax credit. Arizona Family Caregiver Tax…
DetailsMyths are things we believe, but that are really not true. While some myths are amusing (bulls don’t really hate the color red) others may affect our behavior (hiding under a bridge when a tornado is nearby). Even estate planning is not immune from myths, so let’s engage in some myth busting. Myth #1. Estate…
DetailsMaybe your medications interacted badly, causing behavior changes that concern your friends and family. Or you could be developing Alzheimer’s disease or another form of dementia. If you’re taken to the hospital with a mental health problem, it’s important that you have signed a mental health care power of attorney General Estate Planning The typical…
DetailsIf you’re thinking of taking a trip, you have lots of little details to take care of: Reservations? Got ‘em. Packed suitcase? Check. Estate Planning? … If you are heading out into the wild blue yonder, you’ll want to add these 3 estate planning tasks to your to-do list. Update or Prepare Estate Planning Documents…
DetailsTitles are important. How a property is owned – how it is titled – can make a huge difference in how the property is handled after an owner passes away. There are several joint ownership options in Arizona, each with its advantages and disadvantages. Community Property In Arizona, community property law presumes that property acquired…
DetailsWhether you’re making a grocery list or opening a business, planning really helps. At some point in your life, you may have to deal with a serious health-related crisis. Read the scenarios below to learn how preplanning will beat an emergency response. Scenario #1: Preplanning. Robert’s great-aunt Matilda has been a joy to the family…
DetailsSome people figure a simple Will is all they need. Or maybe they’ve decided that more advanced estate planning is needed, so they set up a revocable living trust. Let’s look at two scenarios: Dwight, who used a traditional Will, and Marcia, who used a pour-over Will and living trust. The Traditional Will There are…
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