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

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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Couple’s Charitable Remainder Trust Helps University Students
Charitable Planning

Couple’s Charitable Remainder Trust Helps University Students

Minnesota State University, Mankato President Edward Inch announced today that Robert Larson of Leesburg, Florida, has donated $1.4 million to the University in honor of his late wife, Virginia Larson, a Minnesota State Mankato alumna, who taught elementary school for 12 years.

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