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

Is It Possible to Split an IRA?
Asset Protection

Is It Possible to Split an IRA?

Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.

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Should You have a Pet Trust Created?
Estate Planning

Should You have a Pet Trust Created?

Specialized pet trust law has developed because of the huge popularity of pets in this country, and the strong desire of pet owners to provide for their pets, even after the owner’s death.

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What are Pros and Cons of a Marital Trust?
Estate Planning

What are Pros and Cons of a Marital Trust?

A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.

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