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Category: Estate Tax

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

What are Biggest Blunders in Wealth Transfer?
Advanced Directives

What are Biggest Blunders in Wealth Transfer?

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

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Is Prince’s Estate Settled Yet?
Estate Administration

Is Prince’s Estate Settled Yet?

The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.

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