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

Fund a trust with life insurance
Estate Planning

Can I Fund a Trust with Life Insurance?

Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.

Read More »
Happy Retirement
Asset Protection

Estate Planning Documents for a Happy Retirement?

Most people can’t wait for retirement, and even more would likely opt for some form of early retirement, if they had the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.

Read More »
Estate Plan Audit
Advanced Directives

Does My Estate Plan Need an Audit?

Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.

Read More »
Reviewing Your Estate Plan
Estate Administration

Reviewing Your Estate Plan Protects Goals, Family

Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.

Read More »
estate planning mistakes
Advanced Directives

Avoid Estate Planning Mistakes

These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

Read More »
Funding a Trust with Life Insurance
Estate Administration

Consider Funding a Trust with Life Insurance

Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.

Read More »
Guardianship Mother daughter
ALTCs

How Does Guardianship Work?

As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?

Read More »
Subscribe!