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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • 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
  • 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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Power of Attorney Protects You from Adult Guardianship
Estate Planning

Power of Attorney Protects You from Adult Guardianship

A power of attorney ensures that a trusted person can make decisions on your behalf, preventing the need for a court-appointed guardian.

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April 25, 2025
Estate Planning Steps for Retirement
Advanced Directives

Estate Planning Steps for Retirement

Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.

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April 23, 2025
What Does a Special Needs Trust Pay?
Estate Planning

What Does a Special Needs Trust Pay?

A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.

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April 21, 2025
Queen Creek inherited property
Estate Planning

Do You Pay Taxes when You Sell Inherited Property?

Inherited property can come with unexpected tax consequences if you’re not prepared. Understanding how a step-up in basis affects capital gains tax is essential for Arizona residents. Learn how this rule works, when taxes apply, and why timing matters when selling inherited assets.

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April 3, 2025
Estate Planning Is Essential for Unconventional Couples
Estate Planning

Estate Planning Is Essential for Unconventional Couples

For all couples, conventional or not, planning is important. For unconventional couples, it is essential and a basic ingredient of a loving relationship.

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March 27, 2025
What are Best Practices for Estate Planning?
Estate Planning

What are Best Practices for Estate Planning?

Create a more effective estate plan and avoid common mistakes by following these seven best practices.

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March 24, 2025
Estate Planning Is More than a Last Will and Testament
Estate Planning

Estate Planning Is More than a Last Will and Testament

Retirees are dropping the ball over crucial legal documents.

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March 20, 2025
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.

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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.

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March 10, 2025
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Practice Areas

Conservatorship 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

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