Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Blog Articles

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

How Does Guardianship Work?
Alzheimer's Disease

How Does Guardianship Work?

If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.

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Beneficiary Mistakes to Avoid
Estate Planning

Beneficiary Mistakes to Avoid

Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.

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What’s an Annuity?
Estate Planning

What’s an Annuity?

A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.

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