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

There are Less Restrictive Alternatives than Guardianship
Estate Planning

There are Less Restrictive Alternatives than Guardianship

Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.

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What’s a ‘Pot Trust’?
Asset Protection

What’s a ‘Pot Trust’?

A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.

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What Is a QTIP Trust?
Asset Protection

What Is a QTIP Trust?

A qualified terminable interest property (QTIP) trust allows an individual, called the grantor, to leave assets for a surviving spouse and determine how the trust’s assets are split up after the surviving spouse dies.

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Can You Gift Money on Your Deathbed?
Estate Planning

Can You Gift Money on Your Deathbed?

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

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What Does a Living Will Do for Me?
Elder Law

What Does a Living Will Do for Me?

A living will is a legal document expressing your wishes on receiving or declining medical care or life-sustaining treatments should you become terminally ill or injured and unable to communicate those decisions for yourself.

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Why You Need an Estate Plan
Asset Protection

Why You Need an Estate Plan

Do you know what will happen to your property, belongings and debt when you die? What about your children? If you haven’t created an estate plan, now’s the time to start. Here’s how.

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