Monthly Archives: January 2018

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29 01, 2018

Introduction to Irrevocable Trusts

By |2019-03-11T20:40:56-07:00January 29th, 2018|Legal Documents|0 Comments

Irrevocable Trusts Irrevocable trusts are estate planning documents. They are powerful tools that can be very beneficial in certain situations. In this article, we will go over how irrevocable trusts work, some of their benefits, and some of their pitfalls. How Irrevocable Trusts Work An irrevocable trust is a type of trust. After you [...]

27 01, 2018

Derivatives

By |2019-03-11T20:40:57-07:00January 27th, 2018|Advisory|0 Comments

Derivatives-An Introduction Derivatives are a type of security. Their value is dependent, or derived, from the value of underlying assets. These underlying assets could be stocks, bonds, commodities, currencies, interest rates, or market indexes. The value of the derivative will fluctuate according to the value of the underlying assets. However, derivatives are a broad [...]

24 01, 2018

Term Life Insurance

By |2019-03-11T20:40:57-07:00January 24th, 2018|Financial|0 Comments

Term Life Insurance Term life insurance is one of the cheapest and easiest to understand types of life insurance. It covers you for a specific period and can be a flexible source of coverage. In this article, we will go over the basic characteristics, types, and usefulness of term life insurance. Basic Characteristics Term [...]

5 01, 2018

Small Estate Affidavits

By |2019-03-11T20:40:59-07:00January 5th, 2018|Legal Documents|0 Comments

Small Estate Affidavits in Arizona In Arizona, there are several legal avenues you can use to transfer property after someone passes. These include informal and formal probates, as well as small estate affidavits. Small estate affidavits can prove to be a simple low-cost tool when dealing with relatively small estates. In this article, we [...]