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

Category: Estate Tax

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

Before 2020 Ends
Asset Protection

Estate Planning Actions Before 2020 Ends

If you have not already been inundated with invitations to webinars, articles and newsletters regarding  estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.

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How Important Is Avoiding Probate?
Asset Protection

How Important Is Avoiding Probate?

Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.

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Family Office
Advanced Directives

Is a Family Office Structure Good Estate Planning?

During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.

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Executor Do
Advanced Directives

What Does an Executor Do?

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.

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