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

Category: Estate Administration

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

Short-Cuts to Estate Planning can Lead to Costly Consequences
Asset Protection

Short-Cuts in Estate Planning, Costly Consequences

Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man’s (or woman’s’) estate planning.’ This type of estate planning has some very negative tax consequences.

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What Does the Executor Do?
Estate Administration

What Does the Executor Do?

If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.

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How to Avoid Basic Estate Planning Miscues
Estate Administration

How to Avoid Basic Estate Planning Miscues

In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.

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