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If you’re nearing the big 6-0, don’t fret too much about getting old. After all, 60 is the new 40, right? There are many 50-and 60-year-olds who are in prime health and feel like they are just hitting their stride. Not to mention the often-forgotten benefits of getting older, like discounts at McDonald’s, Denny’s, Chick-fil-A and KFC.

August 8, 2019

What Should You Do When You Turn 59½?

retirement accounts
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Estate planning can be tricky, which is why many people turn to attorneys to get the job done right.

August 7, 2019

Don’t Have A Will? Arizona Has One For You

creating a will
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You might be amazed at some of the bizarre places that people put their documents. It would take you a month of Sundays to find the papers if the person had not told you where to look.

August 6, 2019

Finding Mom and Dad’s Important Documents

important documents
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Life insurance can offer income and saving options for the long term.

August 5, 2019

Life Insurance As Part Of Your Estate Plan

life insurance
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Transfer on death (TOD) accounts can keep your estate planning intact, while keeping your beneficiaries out of court. If you’re among the 57% of adults who don’t currently have a will or trust, your family is likely headed to probate court.

July 25, 2019

How Transfer on Death Accounts Work

transfer on death
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If you’re a father, there’s a good chance you help manage your household’s finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay?

July 24, 2019

How Dads and Moms Can Make Sure Their Families are Protected

Dads protecting families
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Humans are great at avoidance. We don’t want to experience pain, be faced with unpleasant facts or deal with anything we consider to be too far in the future.

July 23, 2019

Can We Talk About Death and Dying Or Nah?

death and estate planning
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The word ‘estate’ conjures images of great wealth, which may be one of the reasons why so many people don’t develop estate plans—after all, they’re not rich, so why make the effort? In reality, however, if you have a family, you can probably benefit from estate planning, whatever your asset level.

July 22, 2019

Prevent Problems Before They Happen

prevent problems
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The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.

July 20, 2019

Family Fights over Personal Items or Artwork

art collection
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Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.

July 16, 2019

Leaving a Legacy Is Not Just about Money

Leave a legacy
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