There are many good reasons to create an estate plan. Anyone over the age of 18 needs at least some portion of one — even if it is just a simple will that outlines what you would want to happen upon your demise, and financial/ health care documents to protect you if you become incapacitated. […]

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“The only thing you take with you when you’re gone is what you leave behind.” – John Allston Truer words were never spoken. As we go through life, we all accumulate “stuff.” In our society, “stuff” is a status symbol, outward signs that we are successful. We furnish houses, buy cars, raise children (VERY expensive!) […]

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While everyone is familiar with making cash donations to non-profits in support of a cause – especially during the holidays when donation requests are part of almost every retail purchase – the term “planned giving” can be a bit baffling. In Arizona, planned giving includes some extremely popular bequest alternatives that can impact year-end tax […]

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