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

Celebrity Estate Planning Mistakes
Business Succession

Celebrity Estate Planning Mistakes

If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.

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Business Succession Planning For The Family
Business Formations

Business Succession Planning For The Family

If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.

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Does My Family have to Pay My Credit Cards when I Die?
Asset Protection

Does My Family have to Pay My Credit Cards when I Die?

Especially with the average U.S. household having $7,027 in revolving credit card debt and Americans owing a total of $416.1 billion in credit card debt, according to a recent Nerdwallet study, some Americans will have credit card debt for the rest of their lives. However, what happens to credit card debt when you die?

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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.

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What Is Family Business Succession Planning?
Asset Protection

What Is Family Business Succession Planning?

Studies have shown that the number of family businesses owned by second generations and third generations dramatically decline for a number of reasons. One large reason is the lack of business succession planning for the family business.

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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.

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