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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Estate Tax

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

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States with the Best Tax Rates for Retirees
Estate Planning

States with the Best Tax Rates for Retirees

The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It’s up to $11.7 million for 2021 ($23.4 million for a married couple).

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October 4, 2021
What Is the Primary Purpose of a Credit Shelter Trust?
Estate Planning

What Is the Primary Purpose of a Credit Shelter Trust?

A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.

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September 27, 2021
What Taxes are Due When Children Inherit Home?
Estate Administration

What Taxes are Due When Children Inherit Home?

My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her niece and nephew. What inheritance tax will there be?

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July 22, 2021
How are Charitable Contributions Used to Reduce Estate Taxes?
Charitable Planning

How are Charitable Contributions Used to Reduce Estate Taxes?

Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent article from CNBC entitled “Here’s how to reduce exposure to tax increases with charitable contributions.” Charitable remainder trusts (CRTs) and Donor Advised Funds (DAFs) are options for people who are…

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July 20, 2021
What Is a Fiduciary and Why Is It Important?
Advanced Directives

What Is a Fiduciary and Why Is It Important?

One of the most important decisions you will ever make is choosing a fiduciary.

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July 14, 2021
Do You Have to Do Probate when Someone Dies?
Estate Administration

Do You Have to Do Probate when Someone Dies?

For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?

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June 25, 2021
What Do I Need to Know about Estate Planning?
Asset Protection

What Do I Need to Know about Estate Planning?

Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.

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June 21, 2021
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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June 15, 2021
Can Estate Taxes Be Avoided with a Trust?
Asset Protection

Can Estate Taxes Be Avoided with a Trust?

The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.

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June 4, 2021
Are Your ‘Affairs’ Really in Order?
Asset Protection

Are Your ‘Affairs’ Really in Order?

With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?

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June 3, 2021
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Our Mesa Office

2500 S Power Road
Bldg 14
Suite 132
Mesa, AZ 85209

New Clients: (602) 932-3187

Existing Clients: (480) 400-0111

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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