Elder Law
Should You Consider Assisted Living?
Recognizing when assisted living is the best option can prevent safety risks, reduce stress for caregivers and improve a senior’s quality of life.
May 9, 2025
Asset Protection
What Beneficiary Expenses Can Be Paid from a Trust?
A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.
May 7, 2025
Estate Planning
Where Should I Keep My Will?
Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.
May 5, 2025
Estate Planning
Why Is Estate Planning Important?
Managing and planning one’s estate sounds like a task reserved for the uber-rich. However, that’s a common, and potentially costly, misconception.
May 2, 2025
Estate Planning
Keep Your Life Private with a Trust
One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.
April 30, 2025
Estate Planning
Think of Estate Planning as a Gift to Loved Ones
Estate planning isn’t about focusing on your demise; it’s about taking control and making decisions that ensure that your loved ones are cared for.
April 28, 2025
Estate Planning
Trust vs. Will? Why You Actually Need Both for Estate Planning in Mesa
Wondering whether a trust or a will is better for your estate plan? The answer might be both. Learn why combining these tools offers stronger protection, more privacy, and greater peace of mind—especially for families in Mesa looking to simplify their estate planning process.
April 27, 2025
Estate Planning
Power of Attorney Protects You from Adult Guardianship
A power of attorney ensures that a trusted person can make decisions on your behalf, preventing the need for a court-appointed guardian.
April 25, 2025
Advanced Directives
Estate Planning Steps for Retirement
Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.
April 23, 2025
Estate Planning
What Does a Special Needs Trust Pay?
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
April 21, 2025