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

Category: Social Security

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

Will Social Security Run Out Soon?
Estate Planning

Will Social Security Run Out Soon?

The Social Security system of retirement benefits, begun in 1935, are a crucial underpinning of life for American retirees. For most people over 65, it’s undoubtedly hard to imagine life without this retirement benefit.

Read More »
Some Assets Better Left Outside of Will
Estate Planning

Some Assets Better Left Outside of Will

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paper­work and relevant laws.

Read More »
How Does Probate Court Work?
Estate Planning

How Does Probate Court Work?

Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.

Read More »
Can You Gift Money on Your Deathbed?
Estate Planning

Can You Gift Money on Your Deathbed?

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

Read More »
Subscribe!