Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Charitable Planning

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

Non-Medical Checkup
Asset Protection

A Non-Medical Checkup – For Your Estate Plan

For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?

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Jar Spill Pennies Trust funding
Asset Protection

That Last Step: Trust Funding

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

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Celebrity Heirs
Asset Protection

Some Celebrities are Heirs to Fortunes

While some celebrities have mustered up a fortune of their own – whether it be through their acting careers or foray into creating signature perfumes – some of Hollywood’s biggest names are actually the heiresses to even bigger players in the entertainment world and beyond.

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