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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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(602) 910-4068

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Digital Life Lives on After You’re Gone, Unless You Plan Ahead
Asset Protection

Digital Life Lives on After You’re Gone, Unless You Plan Ahead

We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.

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April 18, 2024
Do You Need to Worry About Estate Taxes in 2024?
Asset Protection

Do You Need to Worry About Estate Taxes in 2024?

Often clients are anxious to make annual gifts with the mistaken belief that their heirs will pay a tax at their death.

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April 17, 2024
Maximizing Your Legacy: 2024 Estate Planning Opportunities
Asset Protection

Maximizing Your Legacy: 2024 Estate Planning Opportunities

Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.

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April 8, 2024
How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask
Asset Protection

How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.

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April 5, 2024
Estate Planning after a Divorce: What You Need to Know
Asset Protection

Estate Planning after a Divorce: What You Need to Know

Divorce significantly affects your estate plan. Therefore, it’s crucial to take timely action to revise it. If you’re going through a divorce or have recently finalized one, it may be time to review and update your estate plan.

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March 19, 2024
Asset Protection Trust: Secure Your Wealth and Future
Asset Protection

Asset Protection Trust: Secure Your Wealth and Future

Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you’re considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.

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March 12, 2024
Should You Talk with Loved Ones about Your Estate Plan?
Asset Protection

Should You Talk with Loved Ones about Your Estate Plan?

At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.

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March 11, 2024
What Is Another Name for Letters of Testamentary?
Asset Protection

What Is Another Name for Letters of Testamentary?

A letter of testamentary is created by the probate court for the executor or personal administrator of an estate.

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March 6, 2024
Estate Planning for Blended Families
Asset Protection

Estate Planning for Blended Families

Discover essential estate planning tips for blended families! Ensure fair asset distribution and protect your loved ones with these valuable strategies.

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March 4, 2024
How to Liquidate Assets after a Loved One's Death
Asset Protection

How to Liquidate Assets after a Loved One’s Death

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets. In this guide, we’ll explore the key steps involved in liquidating assets after death, focusing on estate settlement processes and related legal considerations. Understanding the Role of…

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February 6, 2024
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Our Mesa Office

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

Phone Number: (602) 910-4068

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1425 S. Higley Road #106
Gilbert, AZ 85296

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