phone

phone

Phoenix office: 1850 N. Central Ave., # 2400, Phoenix, Arizona 85004 | Sun City office: 13250 N. Del Webb Blvd. # B Sun City, AZ 85351

Checking Your Lists

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.

Estate Tax Exclusion Extended
Do No Contest C...