Mike On Money
Young parents need estate planning also. I am guilty of concentrating on seniors for decades. I want to encourage young parents to explore the protections their children deserve — and may not be getting. And of course, the protections parents need also.
Read MoreMy year has been excessively filled with decant ranting all year. Finally, I did something about it!
Read MoreOne bad fall can change your life forever. And possibly cause your financial piggy bank to end up in the wrong hands. You can stop that from happening.
Read MoreIs the stretch IRA about to die? The best answer is YES and by the end of the year!
Read MoreWhat goes up must come down. The “Shock Market” can in a just a few days of sustained crashes, take up to 50% of your value. To avoid large losses, true investors watch their positions with the same attention as a brain surgeon during surgery.
Read MoreThere is a secret IRA that only a few select financial advisers know about. Hidden in plain sight!
Read MoreDon’t let your loved and cherished pets become a “Pet Peeve” for your survivors who will have to take care of them.
Read MoreWhat does life insurance and party time have in common? Well you are about to find out…
Read MoreOn top of lawyers and CPA’s feasting on the Aretha Franklin estate, when the net estate is known, the IRS will be taking 40%. And they only have 8 months and 3 weeks to sell four homes, deal with a long list of creditors, and raise the cash due in 9 months to the feds. No FREEDOM for this estate…
Read MoreArizona is still the wild, wild west in many areas. You should tackle your estate planning with guns blazing (figurative of course) to find the truth, so your heirs don’t suffer from imperfect documents or planning. What does that have to do with Black Jack?
Read MoreJust when you thought your Arizona based estate planning was completed. You find this blog page and discover that your lawyer may have ignored the largest or second largest asset you own. Your retirement plan! Do you really want to trust a 1/2 page beneficiary election form (card or paper) to distribute your largest or second largest asset? Perhaps you need to complete the job properly and set an appointment with us to talk about your retirement plans and the great options you have to INCLUDE them in your estate plan.
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