Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
When it comes to estate planning and deciding who gets what, most people concern themselves, understandably, with big-ticket items: investment accounts, real estate, business interests, etc. In doing so, it’s easy to overlook personal possessions, the seemingly mundane items that are part of daily life.
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
Pink’s COVID-19 battle left her fearing for her life. During a conversation on Mark Wright’s Heart radio show, the 41-year-old singer revealed that she went so far as to rewrite her will, when she was ill last year.
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.
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