PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place.

In fact, president and founder of Bright Wealth Management Matt Dages called estate planning the foundation of a comprehensive financial plan.

“When we talk about estate planning, it’s something that we go through with every single household,” Dages said. “And it doesn’t necessarily just mean a trust or a will, but it is the estate plan planning itself and incorporating that financial plan into making sure that some of those basics are covered.”

Some of the basics that are often overlooked include beneficiaries being accurately titled on accounts, trusts being funded correctly and having a tax plan that ensures beneficiaries receive the most money possi

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