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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

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

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Stay-at-Home Parents Need an Estate Plan
Estate Planning

Stay-at-Home Parents Need an Estate Plan

However, stay-at-home parents often are overlooked, although they generally need the most intentional planning because of the many roles that they have within the home.

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July 10, 2024
Legal Planning can Help Prevent Elder Abuse
Elder Law

Legal Planning can Help Prevent Elder Abuse

Sometimes the people we trust most can disappoint us. Learn how legal planning and estate tools protect the elderly from abuse and exploitation.

Read More »
July 9, 2024
Essential Legal Documents for Graduating Seniors
Estate Planning

Essential Legal Documents for Graduating Seniors

Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.

Read More »
July 8, 2024
Estate Planning Checklist to Keep You Focused
Asset Protection

Estate Planning Checklist to Keep You Focused

For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.

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July 5, 2024
What Happens When Executors Keep Beneficiaries in the Dark?
Estate Planning

What Happens When Executors Keep Beneficiaries in the Dark?

Is it unusual that named beneficiaries would not be given copies of or, at the very least, be allowed to view the will?

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July 4, 2024
Estate Planning Questions for Couples with a Big Age Gap
Asset Protection

Estate Planning Questions for Couples with a Big Age Gap

For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.

Read More »
July 3, 2024
Elder Scams and POAs: Protecting Yourself from AI-Powered Fraud
Elder Law

Elder Scams and POAs: Protecting Yourself from AI-Powered Fraud

Scammers now use AI to make convincing voice clones and deep-fake videos. Find out about AI elder scams and POA’s potential to protect your finances.

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July 2, 2024
Estate Planning and Your Second Home: What Should You Know?
Asset Protection

Estate Planning and Your Second Home: What Should You Know?

Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.

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July 1, 2024
What Information Should Be in a Will?
Estate Planning

What Information Should Be in a Will?

Most people spend each phase of their lives preparing for the next one, whether it’s starting a family, buying their first home, or eventually retiring.

Read More »
June 28, 2024
What Do You Do If Elderly Family Member Is Being Financially Abused?
Asset Protection

What Do You Do If Elderly Family Member Is Being Financially Abused?

Although many cases go unreported, the National Council on Aging suggests that the financial exploitation of the elderly may amount to a staggering $36.5 billion annually. That may just be the tip of the iceberg.

Read More »
June 27, 2024
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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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