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

Category: Asset Protection

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

What Is the Point of a Trust?
Asset Protection

What Is the Point of a Trust?

Thinking about what happens to your family when you pass away may be upsetting. However, it can be a good way to reduce the stress your loved ones will deal with during the grieving process.

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There are Ways to Transfer Home to Your Children
Asset Protection

There are Ways to Transfer Home to Your Children

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.

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What Happens When Inheritances are Unequal?
Asset Protection

What Happens When Inheritances are Unequal?

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.

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