Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Blog Articles

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

Is a Bypass Trust Necessary?
Asset Protection

Is a Bypass Trust Necessary?

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.

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Can Estate Planning Reduce Taxes?
Charitable Planning

Can Estate Planning Reduce Taxes?

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.

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What If an Estate Owes Back Taxes?
Elder Law

What If an Estate Owes Back Taxes?

My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?

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Can You Set Up a Trust After Death?
Asset Protection

Can You Set Up a Trust After Death?

In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.

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Does Marriage have an Impact on a Will?
Asset Protection

Does Marriage have an Impact on a Will?

Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.

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