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

Are Gen Z’s Ready for Estate Planning?
Estate Planning

Are Gen Z’s Ready for Estate Planning?

Despite the pandemic, many Gen Z’ers are graduating from college and setting their course for success. This is a generation of young people who know what they want out of life and have the financial literacy tools – from podcasts to online platforms – to save for retirement, maximize their savings and achieve their goals.

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What are the Most Popular Estate Planning Scams?
Asset Protection

What are the Most Popular Estate Planning Scams?

The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…

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Should I Discuss Estate Planning with My Children?
Estate Planning

Should I Discuss Estate Planning with My Children?

Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.

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Business Succession Planning For The Family
Business Formations

Business Succession Planning For The Family

If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.

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