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

Category: Wills & Trusts

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

How Does Guardianship Work?
Alzheimer's Disease

How Does Guardianship Work?

If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.

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Beneficiary Mistakes to Avoid
Estate Planning

Beneficiary Mistakes to Avoid

Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.

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What’s an Annuity?
Estate Planning

What’s an Annuity?

A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.

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Can I Contest Dad’s Will While He’s Still Living?
Estate Planning

Can I Contest Dad’s Will While He’s Still Living?

The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.

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