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

Category: Estate Planning

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

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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How Do I Sell a Home in an Irrevocable Trust?
Asset Protection

How Do I Sell a Home in an Irrevocable Trust?

I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?

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Key Dates for Planning Retirement
Elder Law

Key Dates for Planning Retirement

Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.

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What Upgrades Can I Make to ‘Age in Place’?
Estate Planning

What Upgrades Can I Make to ‘Age in Place’?

Americans are getting older. (I feel it — don’t you?) In fact, the Population Reference Bureau estimates that the number of Americans aged 65 and older will nearly double from 52 million in 2018 to 95 million by 2060.

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Last Wills Part of a New Comedy Series Online
Estate Planning

Last Wills Part of a New Comedy Series Online

In her role as Philadelphia Register of Wills, Tracey Gordon has often heard people say they don’t want to discuss wills and estate planning with their relatives because they’ll think they’re out to get them, like it’s some elaborate and sinister plot torn straight from a Hollywood movie.

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