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

What Do I Need in My Estate Plan?
Estate Planning

What Do I Need in My Estate Plan?

An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.

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What is the Difference between a Trust and a Will?
Estate Planning

What is the Difference between a Trust and a Will?

No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust.

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Why Do Families Fail when Transferring Wealth?
Estate Planning

Why Do Families Fail when Transferring Wealth?

Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.

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How Does Medicaid Count Assets?
ALTCs

How Does Medicaid Count Assets?

Although the Medicaid system may be a generally recognized public benefit, the intricacies of the program usually do not become relevant to individuals, until they face the need to use it.

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How Is a Notary Used in Estate Planning?
Estate Planning

How Is a Notary Used in Estate Planning?

Individuals buying a home, adopting a child, completing estate planning documents, such as wills and advanced health care directives, or completing any number of legal procedures may find themselves in need of a notary.

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