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

What’s an Enhanced Life Estate?
Estate Administration

What’s an Enhanced Life Estate?

Your house might be your single most valuable financial asset. So you want to make sure you can give it to those you love when you die, without giving up the farm. That can be tricky.

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States with the Best Tax Rates for Retirees
Estate Planning

States with the Best Tax Rates for Retirees

The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It’s up to $11.7 million for 2021 ($23.4 million for a married couple).

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