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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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Retirement Planning for Busy Professionals: A Comprehensive Guide
Estate Planning

Retirement Planning for Busy Professionals: A Comprehensive Guide

For many busy professionals, finding the time to effectively plan for retirement can be a challenge. Between personal commitments and demanding careers, setting aside time to create a retirement plan might take a backseat. However, strategic financial decisions need to be made to ensure a comfortable and fulfilling retirement. This retirement planning guide is designed specifically for planning for busy professionals, helping you navigate this essential process efficiently. Why Is Retirement Planning Essential for Busy People? Despite hectic schedules, retirement planning should not be neglected. Busy professionals often have the benefit of a higher income, which, if managed correctly, can…

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December 11, 2023
What Is Joint Life Insurance?
Estate Planning

What Is Joint Life Insurance?

No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.

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December 8, 2023
What’s the Latest on Bruce Willis’ Dementia Condition?
Estate Planning

What’s the Latest on Bruce Willis’ Dementia Condition?

It’s “hard to know” whether Hollywood star Bruce Willis is aware that he is suffering with frontotemporal dementia (FTD), his wife, Emma Heming Willis, has said in an update on his condition.

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December 7, 2023
Where Should I Store My Will?
Estate Planning

Where Should I Store My Will?

Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.

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December 6, 2023
Have Estate Plan Checkup before Heading to Warmer Winter
Estate Administration

Have Estate Plan Checkup before Heading to Warmer Winter

If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.

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December 5, 2023
Estate Plan can Ease Anxiety and Confirm Legacy
Estate Administration

Estate Plan can Ease Anxiety and Confirm Legacy

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.

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December 4, 2023
What’s Happening with Average Cost of Nursing Homes?
Estate Planning

What’s Happening with Average Cost of Nursing Homes?

The cost of nursing homes and adult care grew by 2.4% in July, the biggest increase in any month since 1997.

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December 1, 2023
Do I Have to Pay Taxes on Trusts?
Estate Planning

Do I Have to Pay Taxes on Trusts?

Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.

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November 30, 2023
What Happens When the Second Parent Passes?
Estate Planning

What Happens When the Second Parent Passes?

However, settling the second spouse’s affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.

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November 28, 2023
Seniors Be Careful: Elder Financial Exploitation More than Doubled Since COVID
Elder Law

Seniors Be Careful: Elder Financial Exploitation More than Doubled Since COVID

While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.

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November 28, 2023
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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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