Blog Archives for tag Assets
Four Tips to Help You Start Your Estate Planning
1. Assemble a list of your current assets and liabilities. Gathering your assets and liabilities will help determine if you… Continue reading »
How Important is Life Insurance for Young Families?
Recently, my husband and I met with our financial advisor in Scottsdale regarding life insurance. We needed a professional to… Continue reading »
Nearly $200k Distribution Sent to Wrong Animal Shelter by Local Law Firm
Susan Babbitt runs a small no-kill animal shelter in Oklahoma entitled Friends of Collinsville Animal Shelter. In early March, she… Continue reading »
Why You Should Regularly Review and Update Your Beneficiaries
It is vitally important to regularly review and update beneficiaries on your accounts and your estate planning. Assets such as… Continue reading »
The Top 7 Money Mistakes
Money matters are some of the most complicated but most important aspects of building a secure future for ourselves and… Continue reading »
Millionaire’s Widow Forced to Pay Husband’s Mistress
Sometimes personal and family situations can be complicated, and without proper planning, decisions after a death are left in the… Continue reading »
A Major Driving Force Behind Estate Litigation
We love our families, and the idea of conflicts after a death is often an unforeseen and unexpected possibility. In… Continue reading »
Disinheriting Someone From Your Estate? Things You Should Know in Arizona and New Mexico
There is no one-size-fits-all formula for families and, as such, there is no one-size version of estate planning either. Every… Continue reading »
Ins & Outs of Family Limited Partnerships
A Family Limited Partnership (FLP) is merely a traditional limited partnership where all the partners are family members. All limited… Continue reading »
What Does “Permanent” Mean to Congress?
As you probably recall, we were saved at the last minute from going over the much talked about “Fiscal Cliff”… Continue reading »
