Are you concerned about who pays gift tax? Gift tax is a tax you pay when you transfer assets to someone else. The asset can be cash. The asset can be real estate, stocks, or bonds. All of these transfers may trigger gift tax. We are not talking about a small gift,...
When a person is unable to manage their finances, conservatorships can be considered although it isn’t the only option.
These 5 myths are just wrong and hurt people every day of the week. Every family needs to do estate planning and trusts
The baby boomer generation is aging and living longer than previous generations. But there comes a time when elderly parents need care.
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...
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...
Our 12 Step Estate Planning Checklist will make certain that you can control your finances and healthcare decisions no matter what life throws at you. All of these decisions should be discussed with you loved ones now.Step 1. Financial Powers of Attorney While 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...
Many of our clients who are 70 ½ or older have chosen in the past to give a certain portion of their required IRA withdrawal to charity each year; doing so has allowed them to take the required withdrawal, keep their taxable income down, and give to a cause they care...
By now most people, when planning for their “Golden Years”, know that they need to consider the possibility that they may need long-term care at some point in time, and that long-term care insurance is a logical option for this purpose. What most people don’t know is...
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9777 N. 91st St
Scottsdale, AZ 85258
8776 E Shea Blvd
Suite 106 PMB 607
Scottsdale, AZ 85260