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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: Estate Planning

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

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What Is a No-Contest Clause, and Do They Work?
Asset Protection

What Is a No-Contest Clause, and Do They Work?

Between 1% and 3% of wills are contested in the United States each year, research shows.

Read More »
March 17, 2025
What If a Beneficiary Dies Before Receiving an Inheritance?
Estate Planning

What If a Beneficiary Dies Before Receiving an Inheritance?

When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets are transferred as intended.

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March 13, 2025
What’s the Difference Between a Living Will and Last Will and Testament?
Estate Planning

Difference Between a Living Will and Last Will and Testament?

Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.

Read More »
March 10, 2025
Financial Blunders Grandparents Should Avoid with Grandchildren
Estate Planning

Financial Blunders Grandparents Should Avoid with Grandchildren

Helping grandchildren financially can be rewarding. However, avoiding common mistakes ensures that your generosity doesn’t harm your finances or family relationships.

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March 6, 2025
Estate Planning Strategies for a Family Business
Asset Protection

Estate Planning Strategies for a Family Business

Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.

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March 3, 2025
Inheriting Debt: Managing Debts Left Behind by Deceased Loved One
Estate Planning

Inheriting Debt: Managing Debts Left Behind by Deceased Loved One

Inheriting debt can create confusion and stress for families. Understanding your responsibilities and options can help you navigate this challenging situation.

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February 27, 2025
Estate Planning Actions for 2025
Asset Protection

Estate Planning Actions for 2025

As we step into 2025, the theme for estate planning is: Be prepared.

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February 25, 2025
Do I Need a Living Will?
Estate Planning

Do I Need a Living Will?

While a final will and testament directs the passing down of your assets after you’ve died, a living will spells out the medical care you want if you’re unable to speak for yourself.

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February 21, 2025
Preparing for Life With an Estate Plan
Estate Planning

Preparing for Life With an Estate Plan

Although you can’t prevent every catastrophic scenario, you can better manage the consequences by figuring out what you want to happen if you become incapacitated or pass away.

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February 20, 2025
Structuring Inheritance to Protect a Child With Addiction
Asset Protection

Structuring Inheritance to Protect a Child With Addiction

Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.

Read More »
February 19, 2025
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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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