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

What’s a Bequest?
Charitable Planning

What’s a Bequest?

When a person uses a will to leave property to their family, friends or the causes they support, the act is known as a bequest. A bequest can be the cash, investments, jewelry or other items that a person passes to beneficiaries when they die.

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There are Ways to Transfer Home to Your Children
Asset Protection

There are Ways to Transfer Home to Your Children

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.

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