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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

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Unlocking the Potential of Small Estate Probate
Estate Planning

Unlocking the Potential of Small Estate Probate

This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.

Read More »
June 18, 2024
Why You Should Regularly Update Your Will
Estate Planning

Why You Should Regularly Update Your Will

Don’t wait for the unexpected or procrastinate when adjusting your will like the late singer, Whitney Houston. Regular updates to your estate plan can protect you and your loved ones from future complications.

Read More »
June 17, 2024
Who Is the Best Choice for Executor?
Estate Planning

Who Is the Best Choice for Executor?

Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.

Read More »
June 14, 2024
How Do I Create End-of-Life Plan?
Elder Law

How Do I Create End-of-Life Plan?

Research shows that fewer than one-third of U.S. residents have advanced-care directives or detailed medical instructions in case they can’t communicate their own wishes.

Read More »
June 13, 2024
How to Plan for Beneficiaries with Disabilities
Estate Planning

How to Plan for Beneficiaries with Disabilities

Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.

Read More »
June 12, 2024
What Is Expected from Social Security?
Estate Planning

What Is Expected from Social Security?

Social Security was never intended to fund the full cost of your retirement, though some seniors rely upon it for nearly all their income.

Read More »
June 11, 2024
Harnessing Technology in Aging Care: Long-Term Care Planning Strategies
Elder Law

Harnessing Technology in Aging Care: Long-Term Care Planning Strategies

Elder law attorneys are vital in bridging the gap between technological advancements in aging services and the robust, secure long-term care planning that seniors need as they navigate the complexities of aging.

Read More »
June 10, 2024
How Younger Adults Take Charge of Estate Planning
Estate Planning

How Younger Adults Take Charge of Estate Planning

Conventional wisdom casts trusts, wills and estate plans as the exclusive domain of the ultra-rich. Supporting this notion, data reveals that two-thirds of Americans lack an estate plan, a figure that climbs higher to 80% among Gen-Zs.

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June 7, 2024
Pros and Cons of Probate in Estate Planning
Estate Planning

Pros and Cons of Probate in Estate Planning

The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.

Read More »
June 6, 2024
Business Owners and Estate Planning: Special Concerns
Business Succession

Business Owners and Estate Planning: Special Concerns

For most business owners, the business is the most valuable item on their balance sheet.

Read More »
June 5, 2024
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Conservatorship Lawyer Mesa, AZ

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