Jackie’s mother, Pat, was a strong woman. When she passed away at age 79, she was still living in the family home – with a little outside help, of course. Jackie was surprised to learn that her mother had taken out a reverse mortgage several years before. As executor and heir of the estate, she…
Sometimes the simple way is not best way. Estate planning should fit your life, and life can be complicated. Advanced estate planning may be right for you. Basic & Advanced Estate Planning In Arizona Just generally speaking, a simple estate plan usually includes a Will, a durable power of attorney, a healthcare power of attorney…
When We Make Estate Planning Mistakes We Risk Our Family’s Futures Mistakes? We all make them. It’s just that some have longer lasting effects than others. Take estate planning, for example. Let’s look at six common estate planning mistakes and how to avoid them. 1. Not Updating Your Estate Plans Chances are, your life has…
There’s an old-but-still-relevant saying: You can’t take it with you. Even though your physical possessions will not b going with you into your spiritual afterlife, you control where your property goes after you’re gone. It just takes a little estate planning. Make Specific Requests In Your Arizona Will For Your Family Heirlooms Your will is…
Paying For Your Retirement At the end of long years of work, you may be looking forward to one thing: retirement. That retirement will be a lot more rewarding (and fun) if you have money to pay for it. Planning for retirement is one of those things you should do long before you need it.…
It’s said there is nothing so constant as change. We are faced with shifting goals and priorities from the day our life begins until the day it ends. As we travel through life, though, certain stages become obvious: young parents, empty nesters, retirees, senior citizens, and over 80’s. One way to address our life evolution…
Advance Directive In Arizona Daryl’s family rushed to the emergency room when they got the call. He’d had a major stroke and was unable to communicate with anyone. His daughter remembered that Daryl mentioned signing estate planning documents. No one knew where he kept them, though, or the name of the attorney he used. Precious…
Deborah & Thomas Did Just About Everything Together During Their 42-Year Marriage They ran a successful real estate agency, purchased homes together, and furnished those homes, and bought or leased numerous automobiles. When Deborah passed away last year, Thomas had the job of settling her estate. First, he looked at their joint debts – mortgages,…
Estate Planning & A Will For Your Family – What’s The Importance? We don’t like to think about it. But death happens. People of all ages die from accidents, leaving behind friends, family members, and an estate. We all have possession that could make up our estate assets when we pass away. If you haven’t…
Benefits Of Having Wealth Management & Estate Planning Work Together Jon and Margaret W. were what most people would consider well off. They had worked hard, scrimped and saved, and invested wisely to get where they are now. But their careful management did not include estate planning. Unfortunately, when they passed away, much of their…