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

Category: Charitable Planning

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

Do Single People Need Estate Planning?
Charitable Planning

Do Single People Need Estate Planning?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, familial connections, or interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

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Can Estate Planning Reduce Taxes?
Charitable Planning

Can Estate Planning Reduce Taxes?

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.

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