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
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?
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
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.
The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.
July 20, 2019
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.
Arizona law allows funeral home owners to act as both executors and creditors of an estate.
July 15, 2019
When a loved one dies leaving property, debts and a mortgage, and if he did not have a living trust, probate is required to sort everything out.
Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.
July 3, 2019
You can no longer make medical or financial decisions for your children without proper paperwork.