Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Do you know what will happen to your property, belongings and debt when you die? What about your children? If you haven’t created an estate plan, now’s the time to start. Here’s how.
The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.
Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You—and the people you love—will be glad you did.
Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information.
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
Understanding the different treatment of gifts by the IRS, Medicaid and VA systems can ensure that property passes as expected.
Portability allows spouses to combine their exemption from estate and gift tax. This allows a surviving spouse to use the unused estate tax emption of the deceased spouse.
No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?
Federal estate taxes are no longer a problem for all but the extremely wealthy. However, several states have their own estate taxes and inheritance taxes that could still hit your heirs.
Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
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