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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Estate Tax

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James Brown Estate Battle Resolved … Almost, but Not Quite
Estate Administration

James Brown Estate Battle Resolved … Almost, but Not Quite

For more than a decade, Brown’s heirs and estate administrators, including Mr. Bauknight and Adele Pope, a former executor, have battled in court over the value of his estate.

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January 26, 2022
Is It Better to Inherit Stock or Cash?
Advanced Directives

Is It Better to Inherit Stock or Cash?

If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.

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January 25, 2022
How Does a Will Work after Death?
Advanced Directives

How Does a Will Work after Death?

Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of attorney and a last will and testament. Of the three essential estate planning documents, the will is the only document that is used after death.

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December 23, 2021
What Is the First Thing an Executor of a Will Should do?
Estate Administration

What Is the First Thing an Executor of a Will Should do?

At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate. The designation is both an honor and an obligation.

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December 13, 2021
How Long Is Probate?
Estate Administration

How Long Is Probate?

Probate is a legal process wherein a court oversees the settlement of an estate after the owner passes.

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December 8, 2021
Can I Protect Savings for My Family From Tax Law Changes?
Asset Protection

Can I Protect Savings for My Family From Tax Law Changes?

Under the new Biden administration, the president has made his intentions clear about the potential to change the tax code.

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December 7, 2021
Do Gifts Count Toward Estate Taxes?
Asset Protection

Do Gifts Count Toward Estate Taxes?

A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.

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December 6, 2021
What Is a Dynasty Trust?
Estate Administration

What Is a Dynasty Trust?

If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.

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November 8, 2021
Gift-Tax Exemptions are Treated Differently by IRS and Medicaid
Asset Protection

Gift-Tax Exemptions are Treated Differently by IRS and Medicaid

Most people have heard that each individual is allowed to gift $15,000 per year to another person without paying a gift tax. However, exactly what the gift tax is, and the consequences of going beyond $15,000, are less clear.

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October 25, 2021
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).

Read More »
October 4, 2021
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Our Mesa Office

2500 S Power Road Bldg 14
Suite 132
Mesa, AZ 85209

Phone Number: (602) 910-4068

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1425 S. Higley Road #106
Gilbert, AZ 85296

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