Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
Long pandemic lockdowns forced many older adults to become comfortable with video calls to stay connected with family. That, in turn, means that long-distance caregivers have a better way to see how their loved ones are faring.
Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.