Asset Protection
April 25, 2022
Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Asset Protection
Why Shouldn’t I Wait to Draft my Will?
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
April 21, 2022
Estate Administration
Should I have a Discretionary Trust in My Estate Plan?
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
April 19, 2022
Asset Protection
What are My Responsibilities if I’m Named an Executor?
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.
April 14, 2022
Estate Planning
Estate Planning Tools and the Ones You Must Have
Like DMX and Prince, many Black Americans have failed to participate in the estate planning process.
April 5, 2022
Asset Protection
When Can Estate Assets Be Distributed?
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
March 30, 2022
Elder Law
What If an Estate Owes Back Taxes?
My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
March 25, 2022
Asset Protection
How Do I Give Assets to Minor Grandchildren in My Will?
You have many options to make sure your wishes are followed after you die.
March 17, 2022
Estate Planning
What Can’t I Forget in My Will Now that I’m 50?
Without a will, decisions made about your property and assets will be handed over to local courts, which can make an already challenging time even harder for your loved ones.
March 16, 2022
Asset Protection
How Do You Pass Down a Vacation Home?
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
March 15, 2022
