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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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Estate Planning Is Essential for Unconventional Couples
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Estate Planning Is Essential for Unconventional Couples

For all couples, conventional or not, planning is important. For unconventional couples, it is essential and a basic ingredient of a loving relationship.

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What are Best Practices for Estate Planning?

Create a more effective estate plan and avoid common mistakes by following these seven best practices.

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Estate Planning Is More than a Last Will and Testament

Retirees are dropping the ball over crucial legal documents.

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What Is a No-Contest Clause, and Do They Work?

Between 1% and 3% of wills are contested in the United States each year, research shows.

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What If a Beneficiary Dies Before Receiving an Inheritance?

When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets are transferred as intended.

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Difference Between a Living Will and Last Will and Testament?

Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.

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Estate Planning

Financial Blunders Grandparents Should Avoid with Grandchildren

Helping grandchildren financially can be rewarding. However, avoiding common mistakes ensures that your generosity doesn’t harm your finances or family relationships.

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Asset Protection

Estate Planning Strategies for a Family Business

Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.

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A probate lawyer in Mesa can help with vehicle transfer
Probate

How Do I Transfer Vehicle Ownership of a Deceased Relative?

One common question executors may have to deal with is how to transfer a car title after the owner dies.

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Inheriting Debt: Managing Debts Left Behind by Deceased Loved One
Estate Planning

Inheriting Debt: Managing Debts Left Behind by Deceased Loved One

Inheriting debt can create confusion and stress for families. Understanding your responsibilities and options can help you navigate this challenging situation.

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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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