Legacy Trusts
We are often asked the question “What is the best way to gift to my beneficiaries during my life?” Easy Answer: Legacy Trusts. A Legacy
February 24, 2022
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We are often asked the question “What is the best way to gift to my beneficiaries during my life?” Easy Answer: Legacy Trusts. A Legacy
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
Estate planning is the process of arranging who will receive your assets when you die.
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
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