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

Does My Family have to Pay My Credit Cards when I Die?
Asset Protection

Does My Family have to Pay My Credit Cards when I Die?

Especially with the average U.S. household having $7,027 in revolving credit card debt and Americans owing a total of $416.1 billion in credit card debt, according to a recent Nerdwallet study, some Americans will have credit card debt for the rest of their lives. However, what happens to credit card debt when you die?

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What Is Family Business Succession Planning?
Asset Protection

What Is Family Business Succession Planning?

Studies have shown that the number of family businesses owned by second generations and third generations dramatically decline for a number of reasons. One large reason is the lack of business succession planning for the family business.

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Tax Planning Strategies
Asset Protection

Tax Planning Strategies for 2021

Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.

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Why Do I Need Estate Planning?
Asset Protection

Why Do I Need Estate Planning?

Over the years, several high-profile celebrities have died without either properly updating their estate plan or having one at all. The list includes Princess Diana, Prince, Heath Ledger, Michael Jackson and Kurt Cobain, all of whom were worth millions and among the most famous people on the planet at the time of their death.

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When Do I File a Tax Return for an Estate?
Asset Protection

When Do I File a Tax Return for an Estate?

My 91-year-old mother-in-law died on Dec. 13, 2020. There was no will, so we are currently working our way through the probate process. Her income was less than $20,000 a year from Social Security and we can’t find any tax returns she filed. Was she required to file?

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