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

Before 2020 Ends
Asset Protection

Estate Planning Actions Before 2020 Ends

If you have not already been inundated with invitations to webinars, articles and newsletters regarding  estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.

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Family Office
Advanced Directives

Is a Family Office Structure Good Estate Planning?

During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.

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More than a will
Advanced Directives

You Need More than a Will for Estate Planning

Regardless of the pandemic, experts say it’s important to plan for when you’re not here—that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents.

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Handle Inheritance
Asset Protection

How Do I Handle Inheritance?

The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.

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Estate planning small business
Asset Protection

How Can I Use Estate Planning for My Small Business?

Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to consumers on time. The life of a small business owner is a hectic one with many owners failing to follow basic estate planning and business law practices.

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Qualified Personal Residence Trust
Asset Protection

What Is a Qualified Personal Residence Trust (QPRT)?

When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.

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