Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her niece and nephew. What inheritance tax will there be?
Probate survives as a procedure originally implemented by the King of England to protect his citizens from themselves and their greed.
Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent article from CNBC entitled “Here’s how to reduce exposure to tax increases with charitable contributions.” Charitable remainder trusts (CRTs) and Donor Advised Funds (DAFs) are options for people who are…
Scams target people of all ages, but the most vulnerable tend to be older adults—and the money they lose can have a big impact on their retirement.
If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.
One of the most important decisions you will ever make is choosing a fiduciary.
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
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