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

Category: Trust Administration

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

How Can I Easily Pass My Home to My Only Child?
Estate Administration

How Can I Easily Pass My Home to My Only Child?

I am a single retired parent to an adult daughter, who is an only child. The home I currently reside for the last 26 years still has a mortgage and the deed is in my name only. I have a will that states everything is left to my daughter, and then to my grandson, if she proceeds me in death. Should my daughter be added to the deed?

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What You Should Never, Ever, Include in Your Will
Asset Protection

What You Should Never, Ever, Include in Your Will

A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…

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What Kind of Estate Planning Mistakes Do People Make?
Estate Planning

Common Estate Planning Mistakes People Make

Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.

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Will I Get Debt as My Inheritance?
Asset Protection

Will I Get Debt as My Inheritance?

Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.

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