Broker Check
(623) 255-5180
Client Login

Estate Planning Learning

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More
Charitable Giving

Charitable Giving

  1. Can I do a Qualified Distribution from my IRA?
  2. What issues should I consider when establishing my Charitable Giving Strategy?
  3. Should I use a Donor Advised Fund (DAF) when giving to public charities?
Learn more
Inheritance

Inheritance

  1. Should I inherit my Deceased Spouse's Traditional IRA?
  2. What issues should I consider if I experience a Sudden Wealth Event?
Learn more
Loss of Loved One

Loss of Loved One

  1. What issues should I consider if my Parent Passed Away?
  2. What issues should I consider before Closing the Estate?
  3. What issues should I consider if my Spouse Passed Away? 
Learn more
Step Up

Step Up

  1. Will I receive a Step-Up in Basis for the Appreciated Property?
  2. Will I receive a Step-Up in Basis for this Gifted Property?
Learn more
Estate Planning Documents

Estate Planning Documents

  1. What issues should I consider before I Update my Estate Plan?
  2. What issues should I consider when Reviewing my Estate Planning Documents?
Misc

Misc