Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Business Succession

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

Before 2020 Ends
Asset Protection

Estate Planning Actions Before 2020 Ends

If you have not already been inundated with invitations to webinars, articles and newsletters regarding  estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.

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How Important Is Avoiding Probate?
Asset Protection

How Important Is Avoiding Probate?

Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.

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estate planning mistakes
Advanced Directives

Avoid Estate Planning Mistakes

These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

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Spouse Dies
Advanced Directives

What Do I Need to Do When my Spouse Dies?

The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.

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Family Office
Advanced Directives

Is a Family Office Structure Good Estate Planning?

During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.

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