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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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Curated a Collection? You Need an Estate Plan for It
Asset Protection

Curated a Collection? You Need an Estate Plan for It

So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it’s not going to drink itself.

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October 23, 2024
Digital Estate Planning: Managing Online Assets
Asset Protection

Digital Estate Planning: Managing Online Assets

Digital estate planning is crucial to protecting your legacy and ensuring that your loved ones aren’t left with a digital mess.

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October 14, 2024
Estate Planning can Include Pets as Well as ‘Regular’ People
Asset Protection

Estate Planning can Include Pets as Well as ‘Regular’ People

Pet owners bring their animals on vacation, buy them fancy food and pay more for their healthcare. Including them in estate planning is a logical next step, estate lawyers and pet owners say.

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October 11, 2024
What's an LLC and Why Create One for Your Business?
Asset Protection

What’s an LLC and Why Create One for Your Business?

Discover the benefits of forming an LLC for your business, including liability protection, tax advantages, and flexible management options.

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September 30, 2024
What are the Essentials of Estate Planning?
Asset Protection

What are the Essentials of Estate Planning?

Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.

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September 27, 2024
Is It Common for Siblings to Fight Over Inheritance?
Asset Protection

Is It Common for Siblings to Fight Over Inheritance?

When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.

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September 25, 2024
Well-Played: Country Legend Toby Keith's Legacy Protected for His Family
Asset Protection

Well-Played: Country Legend Toby Keith’s Legacy Protected for His Family

Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.

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September 16, 2024
Can You Prepare for the Unexpected in Life?
Asset Protection

Can You Prepare for the Unexpected in Life?

Remember, even ‘Superman’ Christopher Reeve didn’t think he would fall off a horse, and it changed his life forever. Always be prepared.

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September 13, 2024
Estate Planning for Digital Wealth
Asset Protection

Estate Planning for Digital Wealth

Implementing these legal strategies can ensure that your digital assets remain secure and preserve those gains for future generations.

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September 12, 2024
Role of Estate Planning for the Great Wealth Transfer
Asset Protection

Role of Estate Planning for the Great Wealth Transfer

The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.

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September 10, 2024
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Our Mesa Office

2500 S Power Road Bldg 14
Suite 132
Mesa, AZ 85209

Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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