What Documents Are In a Complete Estate Plan?
As we age and our assets raise in value, it becomes imperative that we properly allocate our assets and belongings through a comprehensive estate plan. With that being said, there is more to planning an estate than simply drafting our last will & testament. A successful and effectively drafted estate plan will incorporate provisions that give […]
Mistakes to Avoid When Naming Beneficiaries
One of the biggest challenges you will face when you are setting up your estate planning is who to name as your beneficiaries. For many, it may seem like a clear-cut answer, but it’s essential to ensure you are naming your beneficiaries properly to prevent problems when your estate is handled, as well as to […]
New to Arizona? You Might Want to Revise Your Estate Plan!
According to a survey published by United Van Lines, Arizona is turning into one of the most desired moving destinations in the country. In the year 2019, Arizona saw 63% of their movements coming INTO the state rather than out of the state. That’s a lot of people coming to a new state with new laws […]
How to Leave Someone Out of a Will
Setting up a will can be a great way to ensure that your best wishes are carried out when you pass. A will can also make things easier for your loved ones, especially if it includes coverage for a funeral or burial. Still, whether you’re preparing to create a will or already have one in […]