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

Category: Probate

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

Estate Plan Candles
Asset Protection

Still Procrastinating about Your Estate Plan?

Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.

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Trust
Asset Protection

Trust Beneficiary: Do They Have to Pay a Tax?

Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income, rather than the trust itself paying the tax. However, these beneficiaries are not subject to taxes on distributions from the trust’s principal.

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