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Tag Archives: Arizona

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gift tax arizona

A Look at the Gift Tax Exemption

Blog, Estate Planning, Financial Planning, Tax PlanningBy Kevin H.March 14, 2018

How much can you gift in a year, and a lifetime? Federal tax rules allow you to give away millions of dollars during your lifetime. You can make five-figure gifts of money or property to other individuals in any given year. These gifts may be made without tax consequences … as long as they fall

making a valid will in arizona

Making a Valid Will in Arizona

Blog, Estate Planning, Financial Planning, Pension Planning, Retirement Planning, Tax PlanningBy Michael B. McGinley, CFP ®December 30, 2015

Valid Will in Arizona A will can be the most crucial legal document you can create during your lifetime. Your will elaborates on how your property and money must be distributed after your death. The document also nominates a personal representative who will be entrusted to administer your estate and also names a guardian (if

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