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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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Did Pop Entertainer Pink Change Estate Plan because of COVID-19?
Asset Protection

Did Pop Entertainer Pink Change Estate Plan because of COVID-19?

Pink’s COVID-19 battle left her fearing for her life. During a conversation on Mark Wright’s Heart radio show, the 41-year-old singer revealed that she went so far as to rewrite her will, when she was ill last year.

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June 9, 2021
Are Your ‘Affairs’ Really in Order?
Asset Protection

Are Your ‘Affairs’ Really in Order?

With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?

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June 3, 2021
What Is a Holistic Estate Plan?
Charitable Planning

What Is a Holistic Estate Plan?

No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.

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June 1, 2021
Do I Have to Pay Deceased Loved One’s Taxes?
Estate Administration

Do I Have to Pay Deceased Loved One’s Taxes?

When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.

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May 31, 2021
How to Avoid Probate
Asset Protection

How to Avoid Probate

How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?

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May 26, 2021
What Retirement Questions Should I Be Asking at 60?
Estate Planning

What Retirement Questions Should I Be Asking at 60?

Retirement is an exciting milestone. Planning becomes even more crucial, once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.

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May 21, 2021
Should Young Families have an Estate Plan?
Estate Planning

Should Young Families have an Estate Plan?

Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.

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May 19, 2021
How Does an Inherited IRA or 401(k) Work?
Estate Planning

How Does an Inherited IRA or 401(k) Work?

So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.

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May 17, 2021
Who Owns Marilyn Monroe’s Estate?
Asset Protection

Who Owns Marilyn Monroe’s Estate?

There’s no debating the fact that Marilyn Monroe was an icon. She remains one nearly six decades after her mysterious death in 1962 at the age of 36. Monroe and her likeness are still BIG business, generating millions of dollars a year in royalties and license fees.

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May 14, 2021
What Happens when Homeowner Dies without Will?
Estate Administration

What Happens when Homeowner Dies without Will?

How do we move into probate, so we do not lose the house and bank accounts, while not killing ourselves in the process?

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May 12, 2021
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Practice Areas

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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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