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Category: Estate Planning

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

Can I Decline an Inherited IRA?
Estate Planning

Can I Decline an Inherited IRA?

If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.

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Do You Know How to Probate an Estate?
Estate Planning

Do You Know How to Probate an Estate?

You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you?

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Do I Need a Pour-Over Will?
Estate Planning

Do I Need a Pour-Over Will?

Upon your death, assets held in the living trust can transfer using the trust administration process. Assets held outside of the trust, on the other hand, would need to be addressed in some other way.

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