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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: Estate Planning

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

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Why an Updated Estate Plan Is Critical, Especially Now
Estate Planning

Why an Updated Estate Plan Is Critical, Especially Now

This is the perfect time to get an estate plan in place, or if you have one already, to make sure your plan is updated for changes in the law and that it reflects your current intentions.

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December 20, 2024
How Does a Special Needs Trust Work?
Estate Planning

How Does a Special Needs Trust Work?

It’s common for parents of children with disabilities to worry about their childrens’ futures. However, one way they can provide support and give loved ones peace of mind is by creating a special needs trust.

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December 19, 2024
Probate for Real Estate in Multiple States: Managing Assets
Estate Administration

Probate for Real Estate in Multiple States: Managing Assets

Managing real estate in multiple states can complicate probate. However, with the right estate plan, you can help your family avoid the extra time, cost and stress.

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December 18, 2024
Leaving Inheritance to Estranged Family Members: What Should You Consider?
Asset Protection

Leaving Inheritance to Estranged Family Members: What Should You Consider?

Leaving an inheritance to estranged family members can create more harm than good.  However, understanding your options can help you make a decision that brings peace.

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December 17, 2024
Six Assets to Keep Out of an Estate Plan
Estate Planning

Six Assets to Keep Out of an Estate Plan

By carefully considering what to include in your estate plan—and what to leave out—you can help your family avoid unnecessary conflict and heartache.

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December 16, 2024
How Can a Will Be Changed?
Estate Planning

How Can a Will Be Changed?

While a codicil provides flexibility, frequent amendments can complicate estate planning and create room for misunderstandings.

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December 13, 2024
Wealth Protection Through Estate Planning
Asset Protection

Wealth Protection Through Estate Planning

Estate planning is crucial and beneficial in many ways since it documents all your assets—from real estate, bank accounts, investments and business interests to personal items, like family heirlooms and even your monthly subscriptions.

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December 12, 2024
How Professionals Use Estate Planning
Business Succession

How Professionals Use Estate Planning

Estate planning is essential for professionals looking to secure their financial legacy and protect their assets.

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December 11, 2024
Why Is Legal Planning Important for the Sandwich Generation?
Estate Planning

Why Is Legal Planning Important for the Sandwich Generation?

Legal planning can protect your parents, prevent family disputes and bring peace of mind to beleaguered caretakers in the sandwich generation.

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December 10, 2024
How Do You Estate Plan with Cryptocurrency?
Asset Protection

How Do You Estate Plan with Cryptocurrency?

Without a solid plan, your digital wealth could vanish, leaving your loved ones with nothing.

Read More »
December 9, 2024
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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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