Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
What Is a Beneficiary and How Do I Name One?
The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.
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