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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • 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
  • Testimonials
  • 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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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.

Read More »
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?

Read More »
May 12, 2021
Common Mistakes when Making Beneficiary Designations
Asset Protection

Common Mistakes when Making Beneficiary Designations

Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about those beneficiary designations again. However, that could be a big mistake.

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May 11, 2021
Should I Name a Living Trust Beneficiary of a Roth IRA?
Estate Planning

Should I Name a Living Trust Beneficiary of a Roth IRA?

Can a living trust be the beneficiary of a Roth IRA?

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May 5, 2021
Have Estate Planning Conversations with Aging Parents
Estate Planning

Have Estate Planning Conversations with Aging Parents

Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.

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May 4, 2021
What Paperwork Is Needed after Someone Dies?
Asset Protection

What Paperwork Is Needed after Someone Dies?

While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.

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April 26, 2021
Remind Me Why I Need a Will
Elder Law

Remind Me Why I Need a Will

A will is a legal document that allows you to decide what happens with your estate after you passed away. Unfortunately, not all people consider creating one because they think that it’s complicated and just an extra expense.

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April 22, 2021
What are the Scariest Statistics for Retirement?
Estate Planning

What are the Scariest Statistics for Retirement?

There’s plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.

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March 26, 2021
How Do You Handle Probate?
Estate Administration

How Do You Handle Probate?

Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.

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March 23, 2021
Can Unmarried Couples have an Estate Plan?
Estate Planning

Can Unmarried Couples have an Estate Plan?

The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.

Read More »
March 2, 2021
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Practice Areas

Conservatorship Lawyer Mesa, AZ
End-Of-Life Planning Lawyer Mesa, AZ
Estate Planning Lawyer Mesa, AZ
Guardianship Lawyer Mesa, AZ

Wills And Trusts Lawyer Mesa, AZ
Living Will Lawyer Mesa, AZ
Business Formation Lawyer Mesa, AZ

Estate Administration Lawyer Mesa, AZ
Asset Protection Lawyer Mesa, AZ
Living Trust Lawyer Mesa, AZ

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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

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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