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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

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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.

Read More »
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.

Read More »
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.

Read More »
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.

Read More »
February 11, 2025
Common Estate Planning Mistakes and How to Avoid Them
Estate Planning

Common Estate Planning Mistakes and How to Avoid Them

Despite the importance of estate planning, many families delay it. They view it as complex or something only for the wealthy.

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February 10, 2025
Millionaires Aren’t the Only Ones Needing Estate Plans
Estate Planning

Millionaires Aren’t the Only Ones Needing Estate Plans

If you ask an expert, they’ll say the ideal time to start your estate-planning journey is when you turn 18—regardless of your wealth, health status, or life path.

Read More »
February 7, 2025
Ensure That Wishes are Respected with Letter of Intent for Estate Plan
Estate Planning

Ensure That Wishes are Respected with Letter of Intent for Estate Plan

A letter of intent provides clarity and guidance to loved ones, ensuring that your wishes are honored and your legacy is preserved.

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February 6, 2025
How to Locate Missing Assets in Estate Administration
Asset Protection

How to Locate Missing Assets in Estate Administration

Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.

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February 5, 2025
How to Discuss Estate Planning with Aging Parents and Adult Children
Estate Planning

How to Discuss Estate Planning with Aging Parents and Adult Children

Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.

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February 4, 2025
Why Your Children Need You to Complete Your Estate Planning
Estate Planning

Why Your Children Need You to Complete Your Estate Planning

Between work, carpooling, after-school activities, and random time-consuming obligations that arise in daily life, estate planning can be put on the back burner.

Read More »
February 3, 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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