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Category: Asset Protection

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

Can You Use AI to Create a DIY Estate Plan?
Asset Protection

Can You Use AI to Create a DIY Estate Plan?

Generative artificial intelligence (AI) is changing the world. However, many overestimate its capabilities. Using AI to create a DIY estate plan might save time now, although time will expose its shortcomings.

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Should You Tell Beneficiaries Their Inheritance?
Asset Protection

Should You Tell Beneficiaries Their Inheritance?

This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.

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