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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • 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
  • Testimonials
  • 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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Strategies to Build and Preserve Generational Wealth
Asset Protection

Strategies to Build and Preserve Generational Wealth

Generational wealth is a topic of immense importance. It represents the financial legacy one generation leaves for the next, enabling families to build a stable foundation for their descendants. However, preserving this wealth for future generations requires careful planning and management. This article delves into the intricacies of preserving generational wealth and the strategies wealthy families employ to ensure that their assets last for generations. What Is Generational Wealth? Generational wealth refers to assets passed down from one generation to the next. This can include property, money, stocks, businesses and other valuable resources. Many wealthy families aim to grow their…

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January 1, 2024
How Does a Living Trust Protect Your Legacy
Asset Protection

How Does a Living Trust Protect Your Legacy

A living trust won’t be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider.

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December 28, 2023
Navigating Estate Tax Planning
Asset Protection

Navigating Estate Tax Planning

Navigating the intricacies of your financial legacy can be a daunting task. Understanding the nuances of the estate tax and implementing robust estate tax planning strategies can ensure that your beneficiaries enjoy the fruits of your labor without being overburdened by tax liabilities. What Is Estate Tax and Who Is Subject to Estate Tax? The estate tax, often called the death tax, is a tax levied on the total value of a person’s estate upon their death. If the estate exceeds certain thresholds, it becomes subject to federal estate tax, potentially diminishing the wealth passed on to heirs.

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December 25, 2023
What are the Basics of Trusts
Asset Protection

What are the Basics of Trusts?

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. And sure, why not add sibling rivalries on par with the Roy family of Succession fame to keep things interesting?

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August 7, 2023
What Happens to Digital Assets on Death?
Asset Protection

What Happens to Digital Assets on Death?

If you haven’t properly accounted for these things, your heirs may not be able to access these assets when you’re gone.

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August 2, 2023
Plan for Expiration of Tax Cuts and Jobs Act
Asset Protection

Plan for Expiration of Tax Cuts and Jobs Act

This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise.

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July 31, 2023
Estate Planning for Today’s Modern Blended Family
Asset Protection

Estate Planning for Today’s Modern Blended Family

The modern blended family has far more needs when it comes to estate planning than a traditional family. Here are some challenges, tips and solutions.

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July 28, 2023
How Do You Split Property Among Heirs?
Asset Protection

How Do You Split Property Among Heirs?

If you thought that doing your taxes got complicated when you acquired more assets, wait until you try to split them up among multiple children when planning their inheritance.

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July 25, 2023
How Can I Leave Property to a Minor?
Asset Protection

How Can I Leave Property to a Minor?

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

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July 24, 2023
How Much Does It Cost to Probate a Will?
Asset Protection

How Much Does It Cost to Probate a Will?

The amount of money required to probate a will can vary by state.

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July 20, 2023
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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

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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