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

How Should I Handle Memorabilia in My Estate Planning?
Asset Protection

How Should I Handle Memorabilia in My Estate Planning?

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

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What Documents are in an Estate Plan?
Advanced Directives

What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.

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Busting Some Estate Planning Myths
Asset Protection

Busting Some Estate Planning Myths

While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it’s an important aspect of good financial planning that shouldn’t be ignored.

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