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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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More than a will
Advanced Directives

You Need More than a Will for Estate Planning

Regardless of the pandemic, experts say it’s important to plan for when you’re not here—that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents.

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October 5, 2020
Nursing Home Expense
Advanced Directives

Planning for Nursing Home Expenses

A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.

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October 1, 2020
Long-Term Care
Advanced Directives

Why Trump Considered Reforming Long-Term Care Insurance?

Two years ago, the Trump Administration quietly began a review of the nation’s long-term care (LTC) insurance system, focused primarily on ways to enhance private coverage.

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September 29, 2020
Arizona Write My Will
Asset Protection

Should I Let Arizona Write My Will?

Death is not a favorite conversation topic. However, we all know it is something we must at some point discuss. The loss of a close friend or family member, or an event, such as the COVID-19 pandemic, seems to bring the topic to the forefront.

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September 24, 2020
Worth more dead
Advanced Directives

Am I Worth More Dead than Alive?

If you are like many moderately successful Americans, chances are you are worth more dead than alive. In many cases a lot more.

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September 22, 2020
Save the date medicare deadline
Advanced Directives

What are the Important Medicare Deadlines?

Most people become eligible for Medicare during the months around their 65th birthday. If you don’t sign up for Medicare during this initial enrollment period, you could be charged a late enrollment penalty, for as long as you have Medicare.

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September 8, 2020
Sad Candles Estate Plan after divorce
Asset Protection

What Does My Estate Plan Look Like after Divorce?

Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.

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September 4, 2020
Does Apathy Predict Dementia
Advanced Directives

Does Apathy Predict Dementia?

Apathy offers an important early warning sign of dementia in individuals with cerebrovascular disease, but depression does not, new research led by the University of Cambridge suggests.

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August 25, 2020
estate planning basics journal and pencils
Advanced Directives

What are the Estate Planning Basics?

It’s never too early to start working on how your things will be handled, once you pass away.

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August 22, 2020
Protect Life Insurance Child in the rain
Estate Administration

Can I Protect My Estate with Life Insurance?

Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.

Read More »
August 21, 2020
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Our Mesa Office

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

New Clients: (602) 932-3187

Existing Clients: (480) 400-0111

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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