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

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

What Is a Subtrust? Additional Benefits Subtrusts Provide
Estate Planning

What Is a Subtrust? Additional Benefits Subtrusts Provide

A subtrust is a separate entity created under the umbrella of a primary trust or a will. A subtrust becomes active based on the terms of the trust or will when certain events happen, such as the death of the primary grantor, or creator. Subtrusts are one tool that estate planning attorneys use to help families pass on inheritances and protect their heirs from creditors or issues such as lawsuits or divorce. Subtrusts serve various purposes depending on…

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Designating Your Beneficiary
Estate Planning

Designating Your Beneficiary

Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…

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Top 5 Estate Planning Nightmares You Can Avoid with a Will
Estate Planning

Top 5 Estate Planning Nightmares You Can Avoid with a Will

In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…

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How to Liquidate Assets after a Loved One's Death
Asset Protection

How to Liquidate Assets after a Loved One’s Death

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets. In this guide, we’ll explore the key steps involved in liquidating assets after death, focusing on estate settlement processes and related legal considerations. Understanding the Role of…

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