beneficiary designations

December 4, 2018

Plan Your Estate and Protect Your Family

Protect Your Family With an Estate Plan Overview In the event of incapacitation or death (God forbid), it is important that you have named who willRead More
September 15, 2016
Powers & Neal 6730 N. Scottsdale Rd., Ste. 290, Scottsdale, AZ 85253 480-699-7992

Beneficiaries for Bank Accounts

Pay on Death and Transfer on Death Designations Setting up a Transfer on Death (“TOD”) or Pay on Death (“POD”) designation on your bank account isRead More
March 5, 2015
Yellow Cactus

Beneficiary Deeds vs. Other Deeds

Question:  How is an Arizona Beneficiary Deed different from any other Arizona deed? Answer:  When most people think of a deed, they think of the typicalRead More
November 4, 2014
5 Things You Need to Know About Inherited Retirement Accounts

5 Things You Need to Know About Inherited Retirement Accounts

We often get questions about what will happen to a person’s retirement account after they pass.  Since one’s retirement account is often one of the largestRead More
August 8, 2014
Estate Planning

When Is It Time to Change Your Estate Plan?

Getting a estate plan in place is a great way to protect yourself, your family and your legacy.  When you completed your plan, it reflected aRead More
November 1, 2013
Top 10 Estate Planning Mistakes

Top 10 Estate Planning Mistakes

As an estate planning attorney, I hear stories every day about common estate planning mistakes and their consequences.  Mistakes can vary, but often result in someoneRead More
September 26, 2013
Four Ways Americans Are Hurting Their Retirement

Four Ways Americans Are Hurting Their Retirement

In general, Americans tend to be pretty optimistic.  Even in this struggling economy and difficult job market, most American workers will say that the future looksRead More
August 11, 2013
Protecting Loved Ones – 5 Life Insurance Beneficiary Mistakes

Protecting Loved Ones – 5 Life Insurance Beneficiary Mistakes

People purchase life insurance with the goal of providing for their loved ones in the event of their passing.  It follows then that naming beneficiaries ofRead More
July 31, 2013

A Joint Tenant with Right of Survivorship Died. Now What?

Question: I own property as joint tenants with right of survivorship. The other joint tenant died. What should I do now? Answer: You need to removeRead More
July 31, 2013

What Do I Do With An Inherited IRA?

IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts are able to grow to very large amounts because income taxes are deferredRead More