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

Category: Business Succession

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

Just What Does an Executor Do?
Business Succession

Just What Does an Executor Do?

In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.

Read More »
Tax Planning Strategies
Asset Protection

Tax Planning Strategies for 2021

Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.

Read More »
Why Do I Need Estate Planning?
Asset Protection

Why Do I Need Estate Planning?

Over the years, several high-profile celebrities have died without either properly updating their estate plan or having one at all. The list includes Princess Diana, Prince, Heath Ledger, Michael Jackson and Kurt Cobain, all of whom were worth millions and among the most famous people on the planet at the time of their death.

Read More »
Estate Planning Meeting
Business Succession

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.

Read More »
Does My Business Need a Power of Attorney?
Business Formations

Does My Business Need a Power of Attorney?

As a business person you may have seen the term “durable power of attorney” in several situations. Power of attorney is a strange term because it’s not immediately clear what powers an attorney for the business may have.

Read More »
What Does Legacy Planning Mean?
Advanced Directives

What Does Legacy Planning Mean?

To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.

Read More »
Subscribe!