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

Estate planning small business
Asset Protection

How Can I Use Estate Planning for My Small Business?

Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to consumers on time. The life of a small business owner is a hectic one with many owners failing to follow basic estate planning and business law practices.

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Qualified Personal Residence Trust
Asset Protection

What Is a Qualified Personal Residence Trust (QPRT)?

When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.

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Non-Medical Checkup
Asset Protection

A Non-Medical Checkup – For Your Estate Plan

For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?

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Estate Plan Mistakes
Asset Protection

Avoid These 10 Mistakes with Your Estate Plan

Financial planning is an important part of life. Estate planning is one key aspect of planning for the future. It can feel daunting to take on the task, but once it’s done and your future is organized, it usually feels a lot better.

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