Clicky

phone

phone

Phoenix office: 1850 N. Central Ave., # 1900, Phoenix, Arizona 85004 | Sun City office: 13250 N. Del Webb Blvd. # B Sun City, AZ 85351

Sharon Ravenscroft Estate Planning Blog

Welcome to my blog covering all things estate planning, family estate planning. business planning, wills, trusts & probate.
Categories
Tags
Authors
Teams
Archives
Categories:   All Categories
Suggested keywords
x
Font size: + –
  Print

Checking Your Lists

2725 Hits

While we wait to see what Congress is doing about the fiscal cliff and the estate tax exemption, this is a good time to make sure that you have properly listed your beneficiaries for your IRAs, 401ks, life insurance and annuities. Even with a trust, if you have not filled out your beneficiary forms, your estate could need to be probated. Also, be sure you have all the updated addresses and contact information for your agents for health and finances. Most health care powers of attorney have the contact information of the agents on the documents.

0
Tweet
Estate Tax Exclusion Extended
Do No Contest C...

About the author

Sharon Ravenscroft

Sharon Ravenscroft

Subscribe to updates from author Unsubscribe to updates from author Sharon Ravenscroft

Sharon is a Shareholder of The Cavanagh Law Firm, P.A. which has offices in Phoenix and Sun City, Arizona. Sharon was born and raised in Phoenix, Arizona.

Sharon received her B.A., cum laude, in 1984 from Wellesley College and her J.D. in 1987 from the University of California, Hastings College of the Law, where she was a staff writer on the international law journal.

Simplifying the challenges related to family asset and estate legal issues is her focus for her clients.

Author's recent posts
More posts from author