Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.
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.
While discussing estate planning with my parents, they told me that an attorney prepared a deed for them but told them not to record it yet.
People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
My spouse passed. I have stepchildren who want a percentage of the profits from selling our house. What are they legally entitled to with no will?
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