Can I Create a Stress-free Asset Transfer?
Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
What Happens to My Mortgage When I Die?
Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.
Do I Need an Estate Plan If I’m Single?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
How Can I Be a Super Executor?
The wave of people prompted by the COVID-19 pandemic to write their wills is creating yet another wave in estate planning: all the people being asked to one day put those wills into effect.
Why Would I Need a Living Trust?
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
Estate Planning After Remarriage
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
Should I Use a Living Trust in Estate Planning?
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Every Adult Needs a Will and a Health Care Power of Attorney
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
