Aug 6, 2021

What Is Basis, & Why Is It Important In Estate Planning?

By |August 6th, 2021|Estate Planning|Comments Off on What Is Basis, & Why Is It Important In Estate Planning?

What Is Basis, & Why Is It Important In Estate Planning? How Does Tax Law Affect Your Estate Plan? “Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is better left to a certified public accountant to worry about. Nevertheless, a basic understanding [...]

Aug 5, 2021

Estate Planning For Seniors: Frequently Asked Questions

By |August 5th, 2021|Estate Planning|Comments Off on Estate Planning For Seniors: Frequently Asked Questions

Estate Planning For Seniors: Frequently Asked Questions Experienced Estate Planning Attorneys Answer Common Questions Made By Senior Citizens According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from 60 percent to 44 percent since 2019. Although creating or updating your estate planning [...]

Aug 2, 2021

What Are The Limitations Of Financial Power Of Attorney?

By |August 2nd, 2021|Estate Planning|Comments Off on What Are The Limitations Of Financial Power Of Attorney?

What Are The Limitations Of Financial Power Of Attorney? Power Of Attorney Exceptions On Estate Planning Besides directing what happens to your finances when you pass away, a comprehensive estate plan also addresses the possibility that you could become unable to handle your financial affairs while you are still alive. You may have signed a [...]

Jul 16, 2021

Gunderson Law Group, PC Is Announcing Their New Office In Tempe, Arizona

By |July 16th, 2021|Gunderson Law Group|Comments Off on Gunderson Law Group, PC Is Announcing Their New Office In Tempe, Arizona

Gunderson Law Group, PC Is Announcing Their New Office In Tempe, Arizona Arizona's Leading Immigration & Estate Planning Attorneys Are Moving To Tempe! We are excited to announce that we are moving to a new office! Effective August 1, 2021, we will be working from the Tempe City Center building at 1400 S. Southern Avenue [...]

Jul 7, 2021

Estate Planning: How To Create a Successful Multigenerational Wealth Transfer

By |July 7th, 2021|Estate Planning|Comments Off on Estate Planning: How To Create a Successful Multigenerational Wealth Transfer

Estate Planning: How To Create a Successful Multigenerational Wealth Transfer How Can Generational Wealth Be Preserved? Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your loved ones avoid becoming part of this statistic, you [...]

Jul 7, 2021

Fears That Prevent Communicating With Loved Ones About Their Wealth

By |July 7th, 2021|Estate Planning|Comments Off on Fears That Prevent Communicating With Loved Ones About Their Wealth

Fears That Prevent Communicating With Loved Ones About Their Wealth Why Do People Fear Talking About Money? Studies have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs. Often, fear is what underlies the lack of communication [...]

Jul 7, 2021

How To Preserve Money & Property Past The Third Generation

By |July 7th, 2021|Estate Planning|Comments Off on How To Preserve Money & Property Past The Third Generation

How To Preserve Money & Property Past The Third Generation How Can Wealth Be Preserved Beyond The Third Generation? Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond. The quotation “shirtsleeves to shirtsleeves in three generations” has often been attributed [...]

Jul 7, 2021

What Happens To My Digital Movies When I Die?

By |July 7th, 2021|Estate Planning|Comments Off on What Happens To My Digital Movies When I Die?

What Happens To My Digital Movies When I Die? The Importance Of Estate Planning For Digital Assets In today’s digital age, many people have a library of digital assets that may include items such as books, music, and movies. One of the perceived benefits of owning these digital items is having a convenient way to [...]

Jul 7, 2021

What Are The Differences Between a Prenuptial Agreement & a Will Or Trust?

By |July 7th, 2021|Estate Planning|Comments Off on What Are The Differences Between a Prenuptial Agreement & a Will Or Trust?

What Are The Differences Between a Prenuptial Agreement & a Will Or Trust? Mesa's Leading Estate Planning Attorneys Explain Why Prenup Agreements Are Used There was a time when most people heard about prenuptial agreements only when watching soap operas or Hollywood movies or reading a novel. For many of us, prenuptial agreements seemed to [...]

Jul 7, 2021

Gifts That Your Family Will Love But The IRS Won’t Tax

By |July 7th, 2021|Estate Planning|Comments Off on Gifts That Your Family Will Love But The IRS Won’t Tax

Gifts That Your Family Will Love But The IRS Won’t Tax Making Tax-Free Annual Exclusion, Medical-Payments & Educational Gifts To Benefit Your Loved Ones Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones. Annual Exclusion Gifts [...]

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