Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
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.
September is the most common birth month of the year. It’s also a good time for new parents to think about the financial side of their parental responsibilities.
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.
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
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.
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.
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.
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.
Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a process called probate.
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