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

Estate Planning when So Much Is Uncertain
Advanced Directives

Estate Planning when So Much Is Uncertain

Taxpayers should, of course, carefully consider whether to engage in a lifetime gifting strategy, which has other considerations beyond just estate taxes (such as the tradeoff with the ‘step‑up’ in basis, and non-tax family related considerations).

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How Does a Will Work after Death?
Advanced Directives

How Does a Will Work after Death?

Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of attorney and a last will and testament. Of the three essential estate planning documents, the will is the only document that is used after death.

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Who Pays Mortgage When I Pass Away?
Advanced Directives

Who Pays Mortgage When I Pass Away?

One important aspect of estate planning is deciding what will happen to your home after you die. The answer might be fairly cut and dry if the home is fully paid for. If it’s not, though, you’ll need to consider the financial ramifications for your estate and for the person who inherits the home.

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