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2907, 2020

Duties of Being a Successor Trustee

By |July 29th, 2020|Categories: Legal Documents|Tags: |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 a better idea of what [...]

2207, 2020

Whole Life and Universal Life

By |July 22nd, 2020|Categories: Financial|Tags: |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 fit for you. Whole Life [...]

1507, 2020

Debunking Investing Myths

By |July 15th, 2020|Categories: Advisory|Tags: |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 of money in order to [...]

807, 2020

Revocable Trust Taxes

By |July 8th, 2020|Categories: Tax|Tags: |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 two different categories: principal and [...]

107, 2020

Duties of Being a Personal Representative

By |July 1st, 2020|Categories: Legal Documents|Tags: |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 some of the duties of [...]

2506, 2020

Pros and Cons of Long Term Care Insurance

By |June 25th, 2020|Categories: Financial|Tags: |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 term care insurance helps you [...]