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Blog Articles

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

Should I Place My Home in a Trust?
Estate Administration

Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.

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What are Biggest Blunders in Wealth Transfer?
Advanced Directives

What are Biggest Blunders in Wealth Transfer?

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

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How Should I Plan to Sell My Business?
Business Formations

How Should I Plan to Sell My Business?

According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.

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How Should I Handle an Inheritance?
Asset Protection

How Should I Handle an Inheritance?

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.

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