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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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(602) 932-3187

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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.

Read More »
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.

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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.

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February 3, 2025
Mesa estate planning attorney
Asset Protection

Estate Planning Mistakes: Leaving Your House to Your Children

The home represents a large portion of the estate of many Americans. You, therefore, may intend to leave your family home to your children, as it is an asset that should retain its value over time.

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February 2, 2025
The Executor's Checklist: Key Responsibilities and Timelines for Probate
Estate Planning

The Executor’s Checklist: Key Responsibilities and Timelines for Probate

Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.

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January 31, 2025
Can You Make a Will in a Video?
Estate Planning

Can You Make a Will in a Video?

Why the written word is still the final word in estate planning.

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January 30, 2025
How to Choose a Successor Trustee?
Estate Planning

How to Choose a Successor Trustee?

You’ve set up a trust to protect your assets and your beneficiaries. However, you still must choose the right person to execute your wishes.

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January 29, 2025
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Conservatorship Lawyer Mesa, AZ
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Our Mesa Office

2500 S Power Road
Bldg 14
Suite 132
Mesa, AZ 85209

New Clients: (602) 932-3187

Existing Clients: (480) 400-0111

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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