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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • 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
  • Testimonials
  • 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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What Bruce Willis' Dementia Diagnosis Teaches Caregivers
Alzheimer's Disease

What Bruce Willis’ Dementia Diagnosis Teaches Caregivers

A head start on estate planning can help you prepare for risks, like dementia. By documenting your legal and financial wishes early, you can safeguard your wishes and provide clarity to loved ones.

Read More »
October 16, 2024
Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance
Business Succession

Tax Implications of Estate Planning and Maximizing Loved Ones’ Inheritance

Estate planning isn’t just about dividing assets—it’s about minimizing taxes and maximizing the inheritance that your loved ones receive.

Read More »
October 15, 2024
Digital Estate Planning: Managing Online Assets
Asset Protection

Digital Estate Planning: Managing Online Assets

Digital estate planning is crucial to protecting your legacy and ensuring that your loved ones aren’t left with a digital mess.

Read More »
October 14, 2024
Estate Planning can Include Pets as Well as ‘Regular’ People
Asset Protection

Estate Planning can Include Pets as Well as ‘Regular’ People

Pet owners bring their animals on vacation, buy them fancy food and pay more for their healthcare. Including them in estate planning is a logical next step, estate lawyers and pet owners say.

Read More »
October 11, 2024
You Need a Will Sooner and Not Later
Estate Planning

You Need a Will Sooner and Not Later

Humans love to plan, looking ahead to everything from vacations, work commitments and dinner reservations to family gatherings, weekends with friends and dates with significant others.

Read More »
October 10, 2024
What’s the Primary Purpose of a Living Trust?
Estate Planning

What’s the Primary Purpose of a Living Trust?

Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It’s a chance to gift those you care about and add value to their life even after you’re no longer here.

Read More »
October 9, 2024
How to Choose an Executor for Your Estate
Estate Planning

How to Choose an Executor for Your Estate

Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.

Read More »
October 8, 2024
Preparing Your Adult Children to Receive Their Inheritance
Estate Planning

Preparing Your Adult Children to Receive Their Inheritance

Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.

Read More »
October 7, 2024
Do You Need a Will and an Estate Plan?
Estate Planning

Do You Need a Will and an Estate Plan?

We all know death is inevitable, but planning for it can feel uncomfortable. Regardless of your age, one crucial step often overlooked is creating a will.

Read More »
October 4, 2024
Estate Planning Answers for High-Income Families and Singles
Estate Planning

Estate Planning Answers for High-Income Families and Singles

Here are some common solutions for planning related to estate, gift, and generation-skipping transfer tax, major liquidity events, state income taxation, and estate planning for single individuals.

Read More »
October 3, 2024
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Practice Areas

Conservatorship Lawyer Mesa, AZ

Guardianship Lawyer Mesa, AZ

Probate Court Lawyer Mesa AZ

Estate Administration Lawyer Mesa, AZ

Living Trust Lawyer Mesa, AZ

Trust Lawyer Queen Creek AZ 

Probate Lawyer Gilbert AZ

Estate Planning Lawyer Queen Creek AZ

Living Trust Lawyer Queen Creek AZ 

 

 

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Our Mesa Office

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

New Clients: (602) 932-3187

Existing Clients: (480) 400-0111

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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