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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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Preserving Your Legacy: Estate Planning for Landowners
Asset Protection

Preserving Your Legacy: Estate Planning for Landowners

As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores how estate planning can help landowners safeguard their legacy and ensure continuity for their family farm or ranch.

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June 3, 2024
What Is the Primary Purpose of a Revocable Trust?
Asset Protection

What Is the Primary Purpose of a Revocable Trust?

Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.

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May 31, 2024
An Estate Plan Question: How Do My Heirs Receive Their Money?
Asset Protection

An Estate Plan Question: How Do My Heirs Receive Their Money?

This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.

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May 28, 2024
Inheritance Trends: How They May Affect Today’s and Tomorrow’s Estate Planning
Asset Protection

Inheritance Trends: How They May Affect Today’s and Tomorrow’s Estate Planning

We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.

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May 21, 2024
Why Communities Want Small Businesses to Have a Succession Plan in 2024
Asset Protection

Why Communities Want Small Businesses to Have a Succession Plan in 2024

Succession planning is elemental for small business owners, much like estate planning is for anyone with assets. Owners should have a plan ahead of retirement if they become incapacitated or pass away unexpectedly.

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May 20, 2024
Do You Need a ‘Will Contract?’
Asset Protection

Do You Need a ‘Will Contract?’

The will contract should address what will happen if there is a future dispute over gifts, interpretation of the agreement, changes proposed to an estate planning document and other possible issues.

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May 15, 2024
How to Create a Digital Estate Plan
Asset Protection

How to Create a Digital Estate Plan

From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint has become a significant component of our overall legacy.

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May 10, 2024
How Parents and Adult Children Talk about Money and Aging
Asset Protection

How Parents and Adult Children Talk about Money and Aging

It’s a conversation fraught with potential tension, in which people examine around concerns about independence, money, responsibility and mortality.

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May 8, 2024
Estate Planning for a Taxing Inheritance
Asset Protection

Estate Planning for a Taxing Inheritance

Inheriting a pre-tax IRA may be less beneficial than the parent intends.

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April 25, 2024
The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention
Asset Protection

The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.

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April 22, 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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