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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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Is Your Estate Plan Ready for 2025?
Estate Planning

Is Your Estate Plan Ready for 2025?

While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.

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January 17, 2025
Does Talking with Heirs About Estate Plans Keep Families Closer?
Asset Protection

Does Talking with Heirs About Estate Plans Keep Families Closer?

Warren Buffet shared advice on discussing inheritance with children in a nearly 1,500-word letter.

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January 16, 2025
Discussing Estate Planning in the Holiday Season
Estate Planning

Discussing Estate Planning in the Holiday Season

Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.

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January 15, 2025
Adults in Guardianships May Not Receive Legal Counsel
Elder Law

Adults in Guardianships May Not Receive Legal Counsel

Proper legal representation is essential in guardianship. However, adults with disabilities often do not have the legal counsel to help advocate for the least restrictive options to protecting individuals’ rights and autonomy.

Read More »
January 14, 2025
Estate Planning: How to Secure Your Partner's Future without Marriage
Estate Planning

How to Secure Your Partner’s Future without Marriage

Unmarried couples lack automatic legal protections in estate matters, making planning essential. Tools like wills, trusts and healthcare proxies ensure that partners inherit assets, make medical decisions and handle finances.

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January 13, 2025
How to Avoid a Will Contest in Six Steps
Estate Planning

How to Avoid a Will Contest in Six Steps

Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.

Read More »
January 10, 2025
Three Key Steps for Estate Planning When You Don’t Have Children
Estate Planning

Three Key Steps for Estate Planning When You Don’t Have Children

It gets a lot more complicated if you can’t count on a child to be a caregiver, or to make major decisions.

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January 9, 2025
Protecting Assets from Financial Exploitation Amid Cognitive Decline
Elder Law

Protecting Assets from Cognitive Decline

In an elder abuse horror story, a young woman spends $71,000 belonging to her uncle with dementia. Proper estate planning can safeguard your assets in the face of cognitive decline.

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January 8, 2025
How to Avoid Estate Planning Mistakes in 2025
Estate Planning

How to Avoid Estate Planning Mistakes in 2025

If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.

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January 7, 2025
How to Include Digital Life in Your Estate Plan
Asset Protection

How to Include Digital Life in Your Estate Plan

The shift to a digital world has made life easier in many ways, allowing people to eschew physical photo albums, file cabinets, taking checks to the bank and waiting for the mail carrier.

Read More »
January 6, 2025
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Our Mesa Office

2500 S Power Road
Bldg 14 Suite 132
Mesa, AZ 85209


Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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