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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: Life Insurance

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

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How to Prepare for the Financial Impact of a Spouse’s Death
Advanced Directives

How to Prepare for the Financial Impact of a Spouse’s Death

When a spouse dies, money is often the furthest from a surviving spouse’s mind.

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December 6, 2024
Changes to Estate Plans After the Death of a Spouse
Estate Planning

Changes to Estate Plans After the Death of a Spouse

The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.

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November 1, 2024
The Hidden Risks of Adding Your Child as a Life Insurance Beneficiary
Estate Planning

The Hidden Risks of Adding Your Child as a Life Insurance Beneficiary

Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure that your child’s future is secure.

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May 13, 2024
Can I Decline an Inherited IRA?
Estate Planning

Can I Decline an Inherited IRA?

If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.

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March 28, 2024
Essential Estate Planning Considerations for Minor Children
Estate Planning

Essential Estate Planning Considerations for Minor Children

It is paramount for parents to have an estate plan that not only takes care of their personal and financial matters but also addresses the well-being of their minor child or children. Delving into estate planning considerations can be overwhelming, especially when young children are involved. This guide will provide you with a comprehensive understanding of estate planning for minors. Estate Planning: Why Is It Essential for Parents with Young Children? Estate planning for parents with young children involves setting up mechanisms to ensure that, in the event both parents pass away, their children will…

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January 10, 2024
What Is Joint Life Insurance?
Estate Planning

What Is Joint Life Insurance?

No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.

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December 8, 2023
Should My Kids Get an Equal Inheritance?
Estate Planning

Should My Kids Get an Equal Inheritance?

Children are treated fairly when it comes to inheritance. But “fair” doesn’t always mean “equal,” especially if your family situation or assets are complicated. In some circumstances, giving kids equal inheritances may not be the best option.

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August 14, 2023
How Can I Leave Property to a Minor?
Asset Protection

How Can I Leave Property to a Minor?

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

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July 24, 2023
What Happens When There’s No Will?
Advanced Directives

What Happens When There’s No Will?

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

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June 22, 2023
Is It Possible to Split an IRA?
Asset Protection

Is It Possible to Split an IRA?

Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.

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June 6, 2023
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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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