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 Is a Dynasty Trust?
Estate Administration

What Is a Dynasty Trust?

If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.

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Are Gen Z’s Ready for Estate Planning?
Estate Planning

Are Gen Z’s Ready for Estate Planning?

Despite the pandemic, many Gen Z’ers are graduating from college and setting their course for success. This is a generation of young people who know what they want out of life and have the financial literacy tools – from podcasts to online platforms – to save for retirement, maximize their savings and achieve their goals.

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Is My Will Void If I Get Divorced?
Asset Protection

Is My Will Void If I Get Divorced?

Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.

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What Is a ‘Silent Heart Attack’ and What are the Warning Signs?
Estate Planning

What Is a ‘Silent Heart Attack’ and What are the Warning Signs?

Despite its depiction in the movies, a heart attack doesn’t always produce pain or pressure so intense it causes a person to clutch their chest and collapse to the floor. Most people who have a heart attack experience a much less dramatic version. Some have no symptoms at all — or symptoms that are so subtle they’re mistaken for something else entirely.

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