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Category: Probate

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

Navigating Estate Tax Planning
Asset Protection

Navigating Estate Tax Planning

Navigating the intricacies of your financial legacy can be a daunting task. Understanding the nuances of the estate tax and implementing robust estate tax planning strategies can ensure that your beneficiaries enjoy the fruits of your labor without being overburdened by tax liabilities. What Is Estate Tax and Who Is Subject to Estate Tax? The estate tax, often called the death tax, is a tax levied on the total value of a person’s estate upon their death. If the estate exceeds certain thresholds, it becomes subject to federal estate tax, potentially diminishing the wealth passed on to heirs.

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When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan
Estate Administration

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…

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What’s the Latest with Lisa Marie Presley’s Estate?
Estate Administration

What’s the Latest with Lisa Marie Presley’s Estate?

Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.

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Should I Give the Kids My House in My Estate Planning?
Estate Administration

Should I Give the Kids My House in My Estate Planning?

Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children.  Financial advisers have largely supported this tactic for passing along generational wealth.

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How to Handle an Inheritance
Estate Administration

How to Handle an Inheritance

It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.

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