Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Estate Planning

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

Will Codicil Older Couple
Advanced Directives

What Is a Will Codicil?

Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.

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Estate Executor Calculator
Asset Protection

When Can an Estate Executor Start Paying the Heirs of an Estate?

I have settled my mother’s estate and sent the final accounting paperwork to my three siblings. Two have signed off on the bond paperwork but my one brother is nitpicking the statements, asking for invoices for the lawyer, the CPA, etc. Can I send the other two their share of the inheritance or do I need to wait until everyone signs off?

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Combat Dementia
ALTCs

What Can I Do to Combat Dementia?

Many people begin to notice changes in their cognitive functioning as they age. Some find that they can’t quite remember why they entered a room or that the location of their keys is a constant mystery. Varying degrees of cognitive decline are common, and it is estimated that 14 million people will be diagnosed with dementia by 2050.

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