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

Why Do Siblings Fight after Death of a Parent?
Charitable Planning

Why Do Siblings Fight after Death of a Parent?

There is no legal requirement that anyone give anyone else money or property when they pass.  The law says that as long as you understand what you’re doing, you can give your assets to anyone you feel like giving them to, equal or not.

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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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