Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Probate

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

What are the Most Popular Estate Planning Scams?
Asset Protection

What are the Most Popular Estate Planning Scams?

The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…

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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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Do QTIP Trusts Help avoid Estate Taxes?
Asset Protection

Do QTIP Trusts Help avoid Estate Taxes?

Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.

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