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

Just What Does an Executor Do?
Business Succession

Just What Does an Executor Do?

In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.

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What Is Family Business Succession Planning?
Asset Protection

What Is Family Business Succession Planning?

Studies have shown that the number of family businesses owned by second generations and third generations dramatically decline for a number of reasons. One large reason is the lack of business succession planning for the family business.

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Tax Planning Strategies
Asset Protection

Tax Planning Strategies for 2021

Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.

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Why Do I Need Estate Planning?
Asset Protection

Why Do I Need Estate Planning?

Over the years, several high-profile celebrities have died without either properly updating their estate plan or having one at all. The list includes Princess Diana, Prince, Heath Ledger, Michael Jackson and Kurt Cobain, all of whom were worth millions and among the most famous people on the planet at the time of their death.

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Estate Planning Meeting
Business Succession

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.

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What’s a Living Will?
Elder Law

What’s a Living Will?

A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is different from an advance healthcare directive, though either one can be an important part of an estate plan.

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