Site icon Best Financial Advisor – Gilbert, Chandler, Mesa, Queen Creek

Legal Documents


It is estimated that only 20% of American have a Revocable living trust, it is important that you have taken the appropriate measures to create the appropriate legal documents…


Starting a business is an overwhelming feat, and it starts with ensuring that you have properly created and submitted your business to the correct agencies.


After experiencing the loss of a loved one the last thing that one wants to do is spend hours in court trying to navigate the complicated probate system…

1601, 2020

Charitable Lead Trust

By Annick Rodarte|2020-09-28T12:50:47-07:00January 16th, 2020|Legal Documents|

Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss how a charitable lead trust works. Purpose The purpose of a charitable lead trust is threefold. The main purpose is to help with gift and estate tax planning. This type of trust may also be [...]

1812, 2019

Charitable Remainder Trust

By Annick Rodarte|2020-09-28T12:59:50-07:00December 18th, 2019|Legal Documents|

Charitable Remainder Trust A charitable remainder trust can be a powerful estate planning tool. In the right situation, it can provide you with many financial benefits. In this article, we will go over the basics of charitable remainder trusts so you can determine if one is right for you. The Basics A charitable remainder trust is a type of irrevocable trust. It allows you to provide for yourself or a beneficiary and charity. A [...]

2011, 2019

Ancillary Probate

By Annick Rodarte|2020-09-28T13:13:11-07:00November 20th, 2019|Legal Documents|

Ancillary Probate Ancillary probate is a type of secondary probate that some may find necessary. In this article, we will go over what an ancillary probate is and how they work. What is an Ancillary Probate? An ancillary probate is a secondary probate proceeding. This is in addition to a primary probate proceeding. One is necessary when a decedent owns real estate or other titled property (i.e. car, boat, or trailer) in a state [...]

1110, 2019

Common Estate Planning Terms

By Annick Rodarte|2021-11-15T04:13:52-07:00October 11th, 2019|Legal Documents|

Common Estate Planning Terms There are certain common estate planning terms that you should be familiar with as you embark on your estate planning journey. Below you will find a categorical list of these common estate planning terms. General Estate Planning Terms Estate An estate is the total value of assets and debts that a person leaves behind at their death. Read my review here on getting a real estate attorney for your needs. [...]

609, 2019

Medicaid Trust

By Annick Rodarte|2020-09-28T13:27:33-07:00September 6th, 2019|Legal Documents|

Medicaid Trust A Medicaid trust is a useful tool for Medicaid planning. A Medicaid trust is an irrevocable trust that must follow certain guidelines to be valid. In this article, we will go over the basics of Medicaid trusts. Qualifying for Medicaid Each state has its own Medicaid systems in place, such as Medi-cal ( in California. Arizona's Medicaid program is known as the Arizona Health Care Cost Containment System (ACHHS). However, the Medicaid [...]

2607, 2019

More Celebrity Estate Planning Mistakes

By Annick Rodarte|2021-11-30T10:58:09-07:00July 26th, 2019|Legal Documents|

More Celebrity Estate Planning Mistakes Many enjoy reading celebrity estate planning mistakes because they have a hard time believing people with so much money and so many resources available to them can make such mistakes. But their mistakes can be simple, practical ones. We should be aware of these and learn from them. In this article, we will go over some more recent celebrity estate planning mistakes and what we can learn from them. [...]

Exit mobile version