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Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

How Do I Sell a Home in an Irrevocable Trust?
Asset Protection

How Do I Sell a Home in an Irrevocable Trust?

I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?

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Key Dates for Planning Retirement
Elder Law

Key Dates for Planning Retirement

Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.

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Last Wills Part of a New Comedy Series Online
Estate Planning

Last Wills Part of a New Comedy Series Online

In her role as Philadelphia Register of Wills, Tracey Gordon has often heard people say they don’t want to discuss wills and estate planning with their relatives because they’ll think they’re out to get them, like it’s some elaborate and sinister plot torn straight from a Hollywood movie.

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