Who needs a Will? Everyone needs to have a Last Will and Testament, which is the long way of saying a Will at your death. Problems arise if you don’t know how to format for your last will and testament. The rules are long, and it is very easy to get them wrong....
Who Owns Your House? Confusion about Deeds of Trust
When you look up mortgages online at the county recorder’s office in Arizona, you won’t find mortgages anywhere.
Magic Words: How Legalese Impacts Your Family
Every time you buy a car, rent an apartment, or turn on utilities, you are signing a legal agreement which you think you understand. You think you understand the agreement because the language looks like it is written in normal English. Beware! The legal agreement...
Debunking 5 Common Estate Planning Myths
These 5 myths are just wrong and hurt people every day of the week. Every family needs to do estate planning and trusts
Accidentally Disinheriting Your Loved Ones
Important Reviews All of our readers know estate planning is important, and keeping up with changes in your family is essential to good planning. That means you must leave a clear and easy path for your family to follow. A clear message will protect your...
Estate Planning Basics
What is Estate Planning? The basics of estate planning is a two-part process. The first part is to ensure that in the event of your serious disability, you continue to maintain control of your assets and health care treatment decisions. The second part is making...
How a Trust Can Help Protect and Pass Real Estate to Your Heirs
You may think that trusts and estate plans are only for the wealthy, but if you own real estate (including the home you live in) then your family could benefit from the protection and direction a revocable living trust provides. When it comes to real estate, a...
Do You Know How Much Your 401(k) Is REALLY Costing You?
Do you know how much your 401(k) is costing you? Are you sure? What most people don’t know is that many employees with “free” retirement plans through an employer actually pay a number of hidden fees. According to a recent article in the Huffington Post, “71 percent...
2012 Could be the Year You Start Your Own Business
Before we move away from the topic of New Year’s resolutions, there’s one more New Year’s Resolution we’d like to address—that of taking control of your destiny and starting your own business. The desire to move away from corporate America and work for oneself is not...
The Pros and Cons of a Crummey Trust
If you are looking for a reliable way to leave financial gifts to family members you may find that a Crummey trust is the right estate planning strategy for your family. A recent article in the Wall Street Journal explains that “Crummey trusts are used in many...
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