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Category: Estate Planning

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

Key Considerations to Transfer Property after Death
Estate Planning

Key Considerations to Transfer Property after Death

Navigate the complexities of transferring property after death with strategic estate planning. From understanding probate and the role of wills to exploring living trusts and beneficiary designations, this article offers key insights and considerations for safeguarding your assets, honoring your wishes, and creating a tailored plan with the guidance of experienced estate planning professionals.

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Retirement Planning: Embracing Life Beyond the Numbers
Estate Planning

Retirement Planning: Embracing Life Beyond the Numbers

In a world where financial headlines often paint a grim picture, it’s easy to get lost in the woes of bear markets, inflation and looming recessions. This is especially true when it comes to planning for retirement. As Roger Whitney, a contributor at Forbes, insightfully points out in his article “Retirement Planning Is More Than Financial Planning,” the traditional focus on…

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Grantor vs. Non-Grantor Trusts: Understanding the Differences
Estate Planning

Grantor vs. Non-Grantor Trusts: Understanding the Differences

As an estate planning attorney, I frequently encounter clients uncertain about the distinctions between grantor and non-grantor trusts. These types of trusts are fundamental in estate planning, offering various benefits and implications, particularly in tax planning and asset management. This article will discuss the key differences between…

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