Insights

Charitable Trusts in Arizona: 8 Types Explained (2026)

By Grant Boland|2026-09-24T12:25:04-07:00September 24, 2026|Estate Planning, Estate Tax, Gift Tax, Tax Planning, Taxes|Comments Off

Purpose of Estate Planning in Arizona: 9 Goals (2026)

By Grant Boland|2026-09-17T12:12:40-07:00September 17, 2026|Estate Planning, Estate Tax, Gift Tax, Tax Planning|Comments Off

QSBS Trust Stacking Under Treasury Scrutiny (2026) | BLG

By Grant Boland|2026-09-17T12:23:35-07:00September 15, 2026|Estate Tax, Estate Planning, Gift Tax, QSBS, Stacking, Tax Planning, Taxes, Trends|Comments Off

Estate Planning Costs in Arizona (2026) | Phoenix & Scottsdale Attorney Fees

By Grant Boland|2026-09-17T10:59:03-07:00August 21, 2026|Estate Planning, Estate Tax, Gift Tax|Comments Off

Tax Planning Under IRC § 1202 – Latest Changes Under the OBBBA: 2025 vs. 2026 Planning

By Grant Boland|2026-09-15T16:07:09-07:00December 19, 2025|Estate Planning, Estate Tax, Gift Tax, QSBS, Stacking, Tax Planning, Taxes|Comments Off

Beneficiary Defective Inheritor’s Trusts (BDITs) vs. Beneficiary Deemed Owner Trusts (BDOTs) in Estate Planning

By Grant Boland|2026-09-17T13:21:06-07:00October 14, 2025|Estate Planning, Estate Tax, Gift Tax, Tax Planning, Taxes|Comments Off

Revocable Trusts and Estate Planning After the 2025 Law: Estate Tax, Basis Step-Up, and Wealth Transfer Strategies for Arizona and Federal Practitioners

Revocable Trusts in Modern Estate Planning Federal and Arizona [...]

By Grant Boland|2026-09-12T18:54:15-07:00October 14, 2025|Estate Planning, Estate Tax, Gift Tax, Tax Planning, Taxes|Comments Off

Dynasty Trusts and Estate Planning Strategies in 2025: Step-Up in Basis, Estate Tax Changes, and Generational Wealth Transfer

By Grant Boland|2026-09-17T13:18:15-07:00October 14, 2025|Estate Planning, Estate Tax, Gift Tax, Tax Planning, Taxes|Comments Off

Children’s trusts for lifetime planning after the recent federal changes: estate tax, income tax basis, and advanced structures

By Grant Boland|2026-09-17T12:09:21-07:00October 14, 2025|Estate Planning, Estate Tax, Gift Tax, Tax Planning, Taxes|Comments Off

Spousal Lifetime Access Trusts | Estate Tax and Basis Planning Guide 2025

Spousal Lifetime Access Trusts after the recent federal changes [...]

By Grant Boland|2026-09-04T16:40:29-07:00October 14, 2025|Estate Tax, Gift Tax, Taxes|Comments Off