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ARQ University

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Charitable Lead Trusts vs. Charitable Remainder Trusts: A Comprehensive Comparison

A well-conceived charitable giving strategy can help individuals with philanthropic desires maximize their giving capacity by targeting specific tax breaks offered through the tax code....

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What Assets Should Not Be in a Trust?

Trusts play a critical role in estate and retirement planning by making it easier to pass down assets, minimizing your tax burden, and offering more...

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What To Do When a Loved One Dies: A Checklist

Losing a loved one is an emotional and challenging time, often accompanied by the daunting task of managing their affairs. This checklist is designed to...

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Who Needs a Trust Instead of a Will?

Wills have been the cornerstone of estate planning for centuries as the primary vehicle for dictating how assets are distributed after death. However, while wills...

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Arizona Estate Tax: Everything You Need to Know

Arizona does not charge an estate tax, which is just one of many factors that make it such a popular destination for retirees. However, the...

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Trustee vs. Executor: The Difference and Why You Need Both

When creating an estate plan, two of the more critical decisions you need to make are who to name as the executor and who you...

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Who Needs an Estate Plan?

Estate planning may seem like a complex task reserved for those with large estates, but in reality, it’s essential for everyone. It involves protecting your...

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The Difference Between Wills and Trusts

If you are considering an estate plan, you are probably familiar with the terms “wills” and “trusts.” These two plans are two primary tools used...

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15 Advanced Estate Planning Strategies 

Learn how to safeguard your assets and provide for your loved ones with the top advanced estate planning strategies....
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Disclaimer: ARQ Wealth Advisors, LLC is a member of the Institute for the Fiduciary Standard. Membership is comprised of a set of principles that underscore an advisor’s fiduciary duty to his or her clients. These standards include sufficient loyalty, due care, and utmost good faith. Specifically, our firm must demonstrate loyalty by: (i) affirming their fiduciary commitment to the client in writing; (ii) declining any sales-related compensation associated with transactions and product sales; (iii) avoiding conflicts of interest whenever possible; and (iv) mitigating unavoidable conflicts. Advisors must also act with due care by maintaining professional designations as applicable, by explaining agreements and disclosures orally and in writing, by establishing a reasonable basis for investment advice, and by following and documenting a prudent due diligence process for rendering investment advice. Our advisors must act in the utmost good faith by declining substantial gifts or entertainment provided by the client while charging, disclosing, and explaining reasonable fees.