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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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What Estate Planning Documents Should I Have when I Retire?
Advanced Directives

What Estate Planning Documents Should I Have when I Retire?

Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.

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February 10, 2021
Estate Planning Lessons from Celebrities for ‘Regular’ People
Advanced Directives

Estate Planning Lessons from Celebrities for ‘Regular’ People

The tragic recent death of Tony Hsieh, the 46-year-old former CEO of Zappos, reminds us of the importance of estate planning.

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January 22, 2021
What are the Basic Estate Planning Documents?
Advanced Directives

What are the Basic Estate Planning Documents?

In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.

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January 5, 2021
What Is Guaranteed Acceptance Final Expense Insurance?
Advanced Directives

What Is Guaranteed Acceptance Final Expense Insurance?

Death is inevitable and so is paying taxes. However, one can definitely avoid leaving behind an unexpected financial burden for those who are left behind, by enrolling in the Colonial Penn 9.95 plan, assuring final insurance.

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December 30, 2020
Should a Husband and Wife have Separate Trusts?
Asset Protection

Should a Husband and Wife have Separate Trusts?

In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.

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December 28, 2020
Retirement Account Beneficiary
Advanced Directives

Retirement Account Beneficiary Choices and Your Estate

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts.

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December 8, 2020
Name a guardian for my children blog post
Advanced Directives

How Do I Name a Guardian for My Children?

Why naming a guardian for your child is important.

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December 4, 2020
Ask Parents about Estate Planning
Elder Law

How Do You Ask Parents about Estate Planning?

Do you expect your parents to leave you a financial legacy? 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 financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.

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November 21, 2020
What’s the Key to Saving Money in Retirement?
Asset Protection

What’s the Key to Saving Money in Retirement?

Seniors with limited income need to find ways to lower their medical costs. Here are some options for keeping those healthcare bills in check.

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November 15, 2020
Protect Your Estate with Five Facts
Asset Protection

Protect Your Estate with Five Facts

The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.

Read More »
November 12, 2020
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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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