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

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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Tax Planning Strategies
Asset Protection

Tax Planning Strategies for 2021

Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.

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