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

How Can I Easily Pass My Home to My Only Child?
Estate Administration

How Can I Easily Pass My Home to My Only Child?

I am a single retired parent to an adult daughter, who is an only child. The home I currently reside for the last 26 years still has a mortgage and the deed is in my name only. I have a will that states everything is left to my daughter, and then to my grandson, if she proceeds me in death. Should my daughter be added to the deed?

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What You Should Never, Ever, Include in Your Will
Asset Protection

What You Should Never, Ever, Include in Your Will

A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…

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What Kind of Estate Planning Mistakes Do People Make?
Estate Planning

Common Estate Planning Mistakes People Make

Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.

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