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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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Why Do Siblings Fight after Death of a Parent?
Charitable Planning

Why Do Siblings Fight after Death of a Parent?

There is no legal requirement that anyone give anyone else money or property when they pass.  The law says that as long as you understand what you’re doing, you can give your assets to anyone you feel like giving them to, equal or not.

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September 20, 2022
What If Your Spouse Refuses Estate Planning?
Estate Planning

What If Your Spouse Refuses Estate Planning?

I’m looking for guidance on where to start with planning, in case something happens to me or my husband.

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August 26, 2022
What are Mistakes to Avoid with Beneficiary Designations?
Asset Protection

What are Mistakes to Avoid with Beneficiary Designations?

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

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August 22, 2022
How to Plan in a Time of Uncertainty
Charitable Planning

How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

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August 18, 2022
What Needs to Be Reviewed in Estate Plan?
Estate Planning

What Needs to Be Reviewed in Estate Plan?

Here are some important parts of your estate plan that should be reviewed.

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May 18, 2022
How Do I Use Deceased Spouse’s Life Insurance?
Elder Law

How Do I Use Deceased Spouse’s Life Insurance?

There are many options, but the best use of the money is different for each widow and her unique circumstances.

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May 13, 2022
How Do I Avoid Probate?
Asset Protection

How Do I Avoid Probate?

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.

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May 6, 2022
What Helps Create the Best End-Of-Life Plan?
Elder Law

What Helps Create the Best End-Of-Life Plan?

A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.

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April 22, 2022
What Can I Do Instead of a Stretch IRA?
Estate Planning

What Can I Do Instead of a Stretch IRA?

Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.

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April 11, 2022
Is Life insurance a Good Idea?
Asset Protection

Is Life insurance a Good Idea?

According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn’t even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.

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March 31, 2022
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Conservatorship Lawyer Mesa, AZ
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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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