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

Category: Asset Protection

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

Happy Retirement
Asset Protection

Estate Planning Documents for a Happy Retirement?

Most people can’t wait for retirement, and even more would likely opt for some form of early retirement, if they had the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.

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Estate Plan Audit
Advanced Directives

Does My Estate Plan Need an Audit?

Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.

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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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Executor Do
Advanced Directives

What Does an Executor Do?

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.

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