Financial Consultant Scottsdale

What is Your Legacy?

When people start planning their estates, they often think about who gets the IRA, the car, the house, etc., and how much to leave to specific individuals. But almost immediately, another thought arises: How will an inheritance affect the recipient(s)?  It’s not a casual consideration, as studies have shown that when heirs receive significant […]

By |April 6th, 2017|Blog, Financial Consultant Scottsdale|Comments Off on What is Your Legacy?|

So You’re a Trustee. Now what?

It can be a great honor to be named trustee of your family’s or another person’s trust. You may also have named yourself trustee for a trust you funded for the benefit of your heirs because you want to maintain control of the account until the assets are distributed. But did you know that […]

By |February 23rd, 2017|Blog, Financial Consultant Scottsdale|Comments Off on So You’re a Trustee. Now what?|

Is Your Wealth Management Firm Conflicted?

Have you ever taken your car to the shop for something minor, like a routine oil change, and walked away with a laundry list of things that desperately need fixing before your vehicle falls apart? If you’re not knowledgeable on the mechanics of your car, that lengthy list can feel overwhelming and may even […]

By |December 2nd, 2016|Financial Consultant Scottsdale|Comments Off on Is Your Wealth Management Firm Conflicted?|

Estate Planning and Why You Need It

Estate planning organizes how your wealth gets distributed after you die, and it generally involves professionals such as an attorney and your financial advisor. Simply put, your estate plan says what happens to your things when you die. “Your things” includes your home, real estate, money, other financial accounts, investments, car, furniture, and any […]

By |October 15th, 2016|Financial Consultant Scottsdale|Comments Off on Estate Planning and Why You Need It|