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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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Leaving Inheritance to Estranged Family Members: What Should You Consider?
Asset Protection

Leaving Inheritance to Estranged Family Members: What Should You Consider?

Leaving an inheritance to estranged family members can create more harm than good.  However, understanding your options can help you make a decision that brings peace.

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December 17, 2024
Wealth Protection Through Estate Planning
Asset Protection

Wealth Protection Through Estate Planning

Estate planning is crucial and beneficial in many ways since it documents all your assets—from real estate, bank accounts, investments and business interests to personal items, like family heirlooms and even your monthly subscriptions.

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December 12, 2024
How Do You Estate Plan with Cryptocurrency?
Asset Protection

How Do You Estate Plan with Cryptocurrency?

Without a solid plan, your digital wealth could vanish, leaving your loved ones with nothing.

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December 9, 2024
Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?
Asset Protection

Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?

Learn how trusts can protect your heirs’ inheritance from creditors and safeguard your family’s financial future.

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December 2, 2024
Have a Trust or Use Payable-On-Death Account to Pass Wealth?
Asset Protection

Have a Trust or Use Payable-On-Death Account to Pass Wealth?

Is naming a beneficiary for a nonretirement, ‘payable on death’ account as effective as putting the account in a living trust?

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November 29, 2024
Estate Planning for a Child with Addiction: Structuring Inheritance
Asset Protection

Estate Planning for a Child with Addiction: Structuring Inheritance

Protect your child’s future by creating a trust that supports their recovery, while safeguarding their inheritance.

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November 26, 2024
Estate Planning 101: What You Need to Know
Asset Protection

Estate Planning 101: What You Need to Know

Let’s hope you have a will and have named a power of attorney for finances and health care.

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November 25, 2024
Why Is an Experienced Estate Planning Attorney Worth Their Weight in Gold?
Asset Protection

Why Is an Experienced Estate Planning Attorney Worth Their Weight in Gold?

While most Americans aren’t in the market for tax shelters, the allegations in this case are a reminder of what can happen when taxpayers ignore professional advice and common sense on taxes.

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November 22, 2024
How Do I Leave an Inheritance to My Child but Not Their Spouse?
Asset Protection

How Do I Leave an Inheritance to My Child but Not Their Spouse?

Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.

Read More »
November 11, 2024
National Estate Planning Awareness Week
Asset Protection

National Estate Planning Awareness Week

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.

Read More »
November 8, 2024
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Practice Areas

Conservatorship Lawyer Mesa, AZ
End-Of-Life Planning Lawyer Mesa, AZ
Estate Planning Lawyer Mesa, AZ
Guardianship Lawyer Mesa, AZ

Wills And Trusts Lawyer Mesa, AZ
Living Will Lawyer Mesa, AZ
Business Formation Lawyer Mesa, AZ

Estate Administration Lawyer Mesa, AZ
Asset Protection Lawyer Mesa, AZ
Living Trust Lawyer Mesa, AZ

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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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