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

What Should I Ask a Prospective Estate Planning Attorney?
Estate Planning

What Should I Ask a Prospective Estate Planning Attorney?

While more than half of Americans believe estate planning is essential, a mere 33% actually have a living trust or will. And one out of three respondents who don’t have a will reason that they don’t think they have sufficient assets to warrant estate planning.

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What Is a Beneficiary?
Estate Planning

What Is a Beneficiary?

When an individual purchases an annuity, they name one or more beneficiaries who will receive the benefits if something happens to them before the contract ends. This could be due to death, disability, or another event that would cause the individual to no longer need their income from the annuity.  The ultimate beneficiary of an annuity is the individual receiving the payments. However, there can also be additional beneficiaries.

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How Should I Handle Memorabilia in My Estate Planning?
Asset Protection

How Should I Handle Memorabilia in My Estate Planning?

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

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What Documents are in an Estate Plan?
Advanced Directives

What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.

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