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

Category: Elder Law

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

Qualified Personal Residence Trust
Asset Protection

What Is a Qualified Personal Residence Trust (QPRT)?

When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.

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Non-Medical Checkup
Asset Protection

A Non-Medical Checkup – For Your Estate Plan

For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?

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Save the date medicare deadline
Advanced Directives

What are the Important Medicare Deadlines?

Most people become eligible for Medicare during the months around their 65th birthday. If you don’t sign up for Medicare during this initial enrollment period, you could be charged a late enrollment penalty, for as long as you have Medicare.

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