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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

Category: Asset Protection

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

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Protect Your Parents’ Savings From Nursing Home Expenses
Asset Protection

Protect Your Parents’ Savings From Nursing Home Expenses

Without proper planning, the high costs of nursing home care can quickly deplete your parents’ savings, leaving them financially vulnerable.

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June 23, 2025
What Beneficiary Expenses Can Be Paid from a Trust?
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.

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May 7, 2025
What Is a No-Contest Clause, and Do They Work?
Asset Protection

What Is a No-Contest Clause, and Do They Work?

Between 1% and 3% of wills are contested in the United States each year, research shows.

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March 17, 2025
Estate Planning Strategies for a Family Business
Asset Protection

Estate Planning Strategies for a Family Business

Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.

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March 3, 2025
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
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
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
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
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
Estate Planning Steps to Contemplate in 2025
Asset Protection

Estate Planning Steps to Contemplate in 2025

Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.

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January 24, 2025
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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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