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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 Actions for 2025
Asset Protection

Estate Planning Actions for 2025

As we step into 2025, the theme for estate planning is: Be prepared.

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February 25, 2025
Do I Need a Living Will?
Estate Planning

Do I Need a Living Will?

While a final will and testament directs the passing down of your assets after you’ve died, a living will spells out the medical care you want if you’re unable to speak for yourself.

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February 21, 2025
Preparing for Life With an Estate Plan
Estate Planning

Preparing for Life With an Estate Plan

Although you can’t prevent every catastrophic scenario, you can better manage the consequences by figuring out what you want to happen if you become incapacitated or pass away.

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February 20, 2025
Structuring Inheritance to Protect a Child With Addiction
Asset Protection

Structuring Inheritance to Protect a Child With Addiction

Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.

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February 19, 2025
Probate for Real Estate Held in Multiple States
Estate Planning

Probate for Real Estate Held in Multiple States: Out-of-State Property Management

Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.

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February 18, 2025
Do You Need a Will or a Trust?
Estate Planning

Do You Need a Will or a Trust?

The New Year is a chance to reflect on the past and to make changes to the future.

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February 17, 2025
How Dying Without a Will Leaves Heirs an Extra Dose of Grief
Estate Planning

How Dying Without a Will Leaves Heirs an Extra Dose of Grief

People can avoid messy family fights by preparing a will. It needn’t be a complicated document.

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February 14, 2025
Estate Planning to Serve Today’s More Complicated Life
Estate Planning

Estate Planning to Serve Today’s More Complicated Life

Traditional estate planning often assumes a conventional family structure, but modern relationships demand more nuanced approaches.

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February 13, 2025
If You Want Your Trust to Work, Fund It
Asset Protection

If You Want Your Trust to Work, Fund It

Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.

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February 12, 2025
Managing a Parent's Estate After Their Death
Estate Planning

Managing a Parent’s Estate After Their Death

Navigating the process of managing a parent’s estate requires understanding your legal responsibilities and the steps to settle their affairs.

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February 11, 2025
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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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