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

Short-Cuts to Estate Planning can Lead to Costly Consequences
Asset Protection

Short-Cuts in Estate Planning, Costly Consequences

Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man’s (or woman’s’) estate planning.’ This type of estate planning has some very negative tax consequences.

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Why Is Estate Planning So Important?
Asset Protection

Why Is Estate Planning So Important?

The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.

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How to Prevent Fighting over New Kids on the Block CDs?
Asset Protection

How to Prevent Fighting over New Kids on the Block CDs?

When it comes to estate planning and deciding who gets what, most people concern themselves, understandably, with big-ticket items: investment accounts, real estate, business interests, etc. In doing so, it’s easy to overlook personal possessions, the seemingly mundane items that are part of daily life.

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