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

Blog Articles

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

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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Will I Get Debt as My Inheritance?
Asset Protection

Will I Get Debt as My Inheritance?

Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.

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Ignore Retirement Myths
Estate Planning

Ignore Retirement Myths

A comfortable, secure retirement is one of the biggest financial goals you can strive for. Therefore, as you’re saving and investing in pursuit of it, it’s crucial to separate fact from fiction—otherwise, your plan could go off track.

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