Estate Planning and Charitable Giving in Phoenix

February 25, 2022

Making charitable giving a part of your estate plan is a great way to carry on your legacy and give back to causes that are important to you. As an additional benefit, charitable giving can minimize income and estate taxes. If you are considering including charitable giving in your Phoenix estate plan, you should reach…

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Choosing a Beneficiary

February 15, 2022

A beneficiary of your Phoenix estate plan is the person or organization that gets your property when you die. You name beneficiaries in your will, trust, life insurance, retirement accounts, and other legal documents. Choosing your beneficiaries is a difficult decision that can have long-lasting effects on your loved ones. Nicole Pavlik, an experienced Phoenix…

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