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

Category: Life Insurance

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

Do QTIP Trusts Help avoid Estate Taxes?
Asset Protection

Do QTIP Trusts Help avoid Estate Taxes?

Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.

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Why Is Estate Planning So Important?
Asset Protection

Why Is Estate Planning So Important?

The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.

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Do I Have to Pay Deceased Loved One’s Taxes?
Estate Administration

Do I Have to Pay Deceased Loved One’s Taxes?

When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.

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