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

Blog Articles

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

Combat Dementia
ALTCs

What Can I Do to Combat Dementia?

Many people begin to notice changes in their cognitive functioning as they age. Some find that they can’t quite remember why they entered a room or that the location of their keys is a constant mystery. Varying degrees of cognitive decline are common, and it is estimated that 14 million people will be diagnosed with dementia by 2050.

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LLC for Estate Planning
Asset Protection

Should I Create an LLC for Estate Planning?

Somewhere between a corporation and a partnership lies the limited liability company (LLC). This hybrid legal entity is beneficial not just for small-business owners but is also a powerful tool for estate planning.

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Social security from ex
Asset Protection

Can I Get Social Security from My Ex?

I am now 60 and understand I can’t apply for Social Security for another two years. What of my ex or I remarry? I was a stay-at-home mom most of our marriage of 27 years. My benefits will be much smaller than his.

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custom estate plan
Asset Protection

You Need a Custom Estate Plan

Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.

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401k Beneficiary
Asset Protection

Best Way to Select My 401k Beneficiary?

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The information on your 401(k) beneficiary form typically supersedes what is written in your will. Therefore, it is important to keep this form up to date for all your retirement and investment accounts.

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