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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Charitable Planning

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

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When Should I Hire an Estate Planning Attorney?
Asset Protection

When Should I Hire an Estate Planning Attorney?

Here are four types of estate situations that could call for professional legal help.

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August 19, 2022
How to Plan in a Time of Uncertainty
Charitable Planning

How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

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August 18, 2022
Can You Leave an IRA to a Beneficiary?
Charitable Planning

Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.

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August 17, 2022
What Is the Best Way to Leave Money to Children?
Charitable Planning

What Is the Best Way to Leave Money to Children?

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.

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June 28, 2022
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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May 12, 2022
What are the Pitfalls of a Charitable Remainder Trust?
Asset Protection

What are the Pitfalls of a Charitable Remainder Trust?

A charitable trust can be set up in different ways and have various tax impacts. Two common types are the charitable remainder trust and the charitable lead trust. There are also variations within these categories.

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April 18, 2022
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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March 28, 2022
What was Stephen Sondheim Estate Plan?
Charitable Planning

What was Stephen Sondheim Estate Plan?

Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.

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March 4, 2022
Can You Keep Your Children from Inheriting Your Money?
Asset Protection

Can You Keep Your Children from Inheriting Your Money?

I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?

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February 23, 2022
Is It Better to Inherit Stock or Cash?
Advanced Directives

Is It Better to Inherit Stock or Cash?

If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.

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January 25, 2022
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Our Mesa Office

2500 S Power Road Bldg 14
Suite 132
Mesa, AZ 85209

Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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