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Category: Power of Attorney

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

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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Designating Your Beneficiary
Estate Planning

Designating Your Beneficiary

Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…

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Make a New Year's Resolution to Do Your Estate Planning in 2024
Estate Planning

Make a New Year’s Resolution to Do Your Estate Planning in 2024

Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…

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