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Andre Pennington, a wealth attorney and a registered financial planner® from Pennington Law, PLLC, recently published an article in Forbes Magazine on the value of fixed indexed annuities as a tool to grow retirement savings.  A fixed indexed annuity (FIA) is an insurance product that financial planners sometimes overlook as a strategy for retirement savings, […]

SURPRISE, AZ, November 1, 2024, Andre L. Pennington has been included in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility and prominence in a field are all taken into account during the selection process. […]

Adults need to ensure they have plans made for their medical care if they can’t make the decisions for themselves. There are two components of an estate plan that can make it possible for someone else to make those decisions for you. As part of your estate plan, you need to set an advanced medical […]

Creating an estate plan is a critical step for all adults because it’s a chance for them to make their wishes known. There are several components that you have to think about when you’re making your estate plan, many of which set the plan for your assets after you die. Your will is one option […]

A will is a legal document that outlines the final wishes of the testator. Once the testator has passed, the will goes through probate. This is the legal process that ensures everything is above board with the will. Generally, wills go through probate without issues, but that isn’t always the case. Sometimes, an interested party […]

Estate planning mostly revolves around distributing assets upon a person’s death. This can be done in several ways and by using documents like a will and trusts. The starting point of any estate plan is a will. What are some of the key functions of this important document? 1. Naming beneficiaries Firstly, a will allows […]

When someone dies, their estate – unless it has been carefully structured to avoid the process – typically has to go through probate. Probate allows for the deceased’s final debts to be paid and their remaining assets to be properly transferred to their beneficiaries or heirs. Sometimes, however, the decedent owns property in more than […]

After identifying a loved one with the qualities you believe an executor should possess, you need to ask them to be your estate’s executor. This conversation allows you to know if they are willing to accept the role. So, how can you handle this conversation? 1. State the reason for the meeting When you meet […]

Andre Pennington, founder of Pennington Law, PLLC and a registered financial planner®, recently published an article explaining the importance of financial planning as a core component of a comprehensive estate plan in Forbes Magazine.  Estate planning attorneys sometimes overlook the importance of financial planning when developing strategies to maximize their clients’ wealth and ensure a […]

Estate planning is a crucial aspect of ensuring that your loved ones are protected and that your wishes are honored after you pass away. In this blog, we explore the insights and experiences of Andre Pennington, an Arizona estate planning lawyer, who shares his journey into this field and the importance of planning for the […]