Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Medicare

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

Qualified Personal Residence Trust
Asset Protection

What Is a Qualified Personal Residence Trust (QPRT)?

When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.

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Save the date medicare deadline
Advanced Directives

What are the Important Medicare Deadlines?

Most people become eligible for Medicare during the months around their 65th birthday. If you don’t sign up for Medicare during this initial enrollment period, you could be charged a late enrollment penalty, for as long as you have Medicare.

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