Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Power of Attorney

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

Executor of Will: Understanding Your Duties and Responsibilities
Estate Planning

Executor of Will: Understanding Your Duties and Responsibilities

Being an executor of a will is a significant responsibility, requiring dedication, integrity and, often, legal and financial proficiency. Whether you’re preparing to serve as an executor, need to appoint one, or seek to create an effective estate plan, professional guidance can ensure that your estate is managed according to your wishes and the law.

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Asset Protection Trust: Secure Your Wealth and Future
Asset Protection

Asset Protection Trust: Secure Your Wealth and Future

Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you’re considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.

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Who Can Benefit from a Special Needs Plan: Crafting a Comprehensive Plan for the Future
Estate Planning

Who Can Benefit from a Special Needs Plan: Crafting a Comprehensive Plan for the Future

Whether you’re a parent with a special needs child or an adult caring for an elderly or special needs loved one, understanding the benefits of a comprehensive Special Needs Plan is crucial. Careful planning ensures that the individual with special needs has clear financial security upon your death, as well as specific goals to address the needs of your child or loved one so that they can be successful in the future. From guardianship and living arrangements to managing finances and planning for adulthood, each element of a special needs plan plays a crucial role in ensuring a secure and…

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