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About Annick Rodarte

Annick is the Executive Researcher for Wealth Guardian Group, ensuring up-to-date compliance, as well as managing financial integrations across the Wealth Guardian Companies. Annick has been with the Wealth Guardian Group since Jan 2013. Annick obtained her degree in Legal Studies from the Phoenix College
29 07, 2020

Duties of Being a Successor Trustee

By |2020-07-29T11:50:03-07:00July 29th, 2020|Legal Documents|0 Comments

Duties of Being a Successor Trustee The duties of being a successor trustee will vary from trust to trust. But your role does not come into effect until the initial trustee becomes incapacitated or is deceased. In this article, we will go over some of the duties of being a successor trustee to give you [...]

22 07, 2020

Whole Life and Universal Life

By |2020-07-21T13:30:44-07:00July 22nd, 2020|Financial|0 Comments

Whole Life and Universal Life Whole life and universal life are both types of permanent life insurance. This means that they provide you with coverage for your entire life, not just a time period. In this article, we will compare whole life and universal life to help you determine if either is a good [...]

15 07, 2020

Debunking Investing Myths

By |2020-07-14T12:07:17-07:00July 15th, 2020|Advisory|0 Comments

Debunking Investing Myths Many people fear to invest in the market due to commonly circulated myths. In this article, we will be debunking investing myths to help ease your mind about investing. You Need to Have Large Sums of Money to Invest It is a common misconception that you need to have a large amount [...]

8 07, 2020

Revocable Trust Taxes

By |2020-07-08T13:34:52-07:00July 8th, 2020|Tax|0 Comments

Revocable Trust Taxes Revocable trust taxes come into play after all parties that created the trust are deceased. Typically, during the lifetime of the grantors, there is not any special tax consideration. In this article, we will briefly go over revocable trust taxes and beneficiary taxation. Interest and Principal A trust fund is broken into [...]

1 07, 2020

Duties of Being a Personal Representative

By |2020-07-01T13:39:16-07:00July 1st, 2020|Legal Documents|0 Comments

Duties of Being a Personal Representative In Arizona, when your initial probate documents have been approved you are appointed as the personal representative. Having this designation means that the court has given you the authority to act on behalf of the estate. What exactly does this involve? In this article, we will go over [...]

25 06, 2020

Pros and Cons of Long Term Care Insurance

By |2020-06-25T12:09:02-07:00June 25th, 2020|Financial|0 Comments

Pros and Cons of Long Term Care Insurance The pros and cons of long term care insurance need to be weighed before a policy is purchased. In this article, we will go over several pros and cons of long term care insurance to help you when making a decision about purchasing a policy. Pros Long [...]

3 06, 2020

10 Common Forms Your Tax Preparer Needs

By |2020-06-01T16:30:30-07:00June 3rd, 2020|Tax|0 Comments

Common Forms Your Tax Preparer Needs Though everyone’s situation is different, there are generally 10 common forms your tax preparer needs to complete your taxes. Typically, it is best not to go meet with your preparer until you have all your forms. In this article, we will help you identify 10 common forms your tax [...]

27 05, 2020

Creditor Protection Trust

By |2020-05-27T12:33:56-07:00May 27th, 2020|Legal Documents|0 Comments

Creditor Protection Trust When looking into estate planning there are some who are hoping to get a creditor protection trust. Unfortunately, some do not realize all that is entailed in setting up one successfully. In this article, we will go over how to set up a creditor protection trust properly so you can protect your [...]

21 05, 2020

Overlooked Life Insurance Policy Features

By |2020-05-21T10:16:12-07:00May 21st, 2020|Financial|0 Comments

Overlooked Life Insurance Policy Features Even though many people have insurance policies, they often have overlooked life insurance policy features. In this article, we will go over 5 overlooked life insurance policy features so you can take advantage of them. Waiver of Premium If your policy has this feature, your insurance company will waive [...]

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