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

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

What Is the HEMS Standard?
Estate Planning

What Is the HEMS Standard?

The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.

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What Happens to IRAs and 401(k) when Spouse Dies?
Estate Planning

What Happens to IRAs and 401(k) when Spouse Dies?

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and 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 401k accounts owned by married couples.

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