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

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

estate planning mistakes
Advanced Directives

Avoid Estate Planning Mistakes

These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

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Funding a Trust with Life Insurance
Estate Administration

Consider Funding a Trust with Life Insurance

Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.

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Guardianship Mother daughter
ALTCs

How Does Guardianship Work?

As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?

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Revoke a Power of Attorney
ALTCs

Can I Revoke a Power of Attorney?

Cindy, a widow in her early 60s, was undergoing physical therapy for an injury to her foot, making it difficult for her to get around. In addition, she was suffering depression brought on by the immobility and pain, resulting in her neglecting to pay bills and taking care of other financial affairs.

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