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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

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Removing a Trustee Due to Incapacity
Alzheimer's Disease

Removing a Trustee Due to Incapacity

A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and beneficiaries.

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May 30, 2025
What to Do After Spouse Dies
Estate Planning

What to Do After Spouse Dies

Losing a spouse is an emotional and overwhelming experience. However, taking the right legal and financial steps can help ensure stability during a difficult time.

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May 28, 2025
Estate Planning for Single Dads
Estate Planning

Estate Planning for Single Dads

Single fathers face unique estate planning challenges. However, proactive legal and financial planning ensures their children’s future security.

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May 26, 2025
How to Create an Estate Plan That Works
Estate Planning

How to Create an Estate Plan That Works

It can be easy to overlook. However, an estate plan is essential for nearly everyone, whether you have a lot of money or just a little.

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May 23, 2025
What Kind of Trust Helps a Family with Young Children?
Estate Planning

What Kind of Trust Helps a Family with Young Children?

My trust can also ensure that if I die while my daughter is a minor, my money will meet her needs as she grows up.

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May 21, 2025
How to Create a Digital Estate Plan
Estate Planning

How to Create a Digital Estate Plan

When planning your estate, leave instructions for handling your online accounts, dat, and other electronic affairs.

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May 19, 2025
How Estate Plan Protects Your Family
Estate Planning

How Estate Plan Protects Your Family

Though generally not as trendy as hitting the gym or planning summer vacations, such estate planning assurances bring peace of mind and create legacies of thoughtfulness for our loved ones.

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May 16, 2025
Decluttering after Loved One’s Death: A Practical and Emotional Guide
Estate Planning

Decluttering after Loved One’s Death: A Practical and Emotional Guide

Sorting through a loved one’s belongings after their passing is both an emotional and logistical challenge. A thoughtful approach can ease the burden and bring a sense of closure.

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May 14, 2025
Don’t Procrastinate on Estate Planning Moves
Estate Planning

Don’t Procrastinate on Estate Planning Moves

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.

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May 12, 2025
Should You Consider Assisted Living?
Elder Law

Should You Consider Assisted Living?

Recognizing when assisted living is the best option can prevent safety risks, reduce stress for caregivers and improve a senior’s quality of life.

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May 9, 2025
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Our Mesa Office

2500 S Power Road
Bldg 14 Suite 132
Mesa, AZ 85209


Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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