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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • 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
  • Testimonials
  • 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: Wills & Trusts

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

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Should You Tell Beneficiaries Their Inheritance?
Asset Protection

Should You Tell Beneficiaries Their Inheritance?

This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.

Read More »
August 5, 2024
What If You Don’t Have Anyone to Be Your Executor?
Estate Planning

What If You Don’t Have Anyone to Be Your Executor?

There are options for people who don’t have family—or don’t want their family—to handle their affairs.

Read More »
August 2, 2024
How to Transfer Wealth to the Next Generation
Estate Planning

How to Transfer Wealth to the Next Generation

There are important considerations as you approach financial planning to transfer wealth to future generations.

Read More »
August 1, 2024
Who Takes Care of My Pet When I Die?
Asset Protection

Who Takes Care of My Pet When I Die?

Learn more about the personal-finance aspects of pet insurance and pet estate planning.

Read More »
July 31, 2024
How to Discuss Estate Planning with Your Aging Parents
Elder Law

How to Discuss Estate Planning with Your Aging Parents

Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.

Read More »
July 30, 2024
Don't Wait for Surgery or Health Crisis to Create an Estate Plan
Estate Planning

Don’t Wait for Surgery or Health Crisis to Create an Estate Plan

Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones.

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July 29, 2024
Top Estate Planning Mistakes to Avoid
Asset Protection

Top Estate Planning Mistakes to Avoid

So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.

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July 26, 2024
Smart Estate Planning In 13 Steps
Estate Planning

Smart Estate Planning In 13 Steps

Consider these 13 estate-planning moves, which may be as simple as designating a different IRA beneficiary or as complex as setting up a trust.

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July 25, 2024
Do You Need a Living Trust?
Estate Planning

Do You Need a Living Trust?

Living trusts are private, changeable and efficient. Are they right for you?

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July 24, 2024
How Long Does It Take to Distribute Assets and Close an Estate?
Estate Planning

How Long Does It Take to Distribute Assets and Close an Estate?

Understanding estate administration makes it easier to honor the wishes of your deceased loved one.

Read More »
July 23, 2024
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Practice Areas

Conservatorship Lawyer Mesa, AZ

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Probate Court Lawyer Mesa AZ

Wills Lawyer Queen Creek AZ

Estate Planning Lawyer Gilbert AZ

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Medicaid Planning Lawyer San Tan Valley AZ

Medicaid Lawyer San Tan Valley AZ

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Trust Lawyer Queen Creek AZ

Probate Lawyer Queen Creek AZ

Intestate Estate Lawyer Gilbert AZ

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Probate Court Lawyer Queen Creek AZ

Probate Lawyer Gilbert AZ

Estate Planning Lawyer Queen Creek AZ

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Wills Lawyer Gilbert AZ

Living Trust Lawyer Gilbert AZ

Probate Lawyer San Tan Valley AZ

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Our Mesa Office

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

New Clients: (602) 932-3187

Existing Clients: (480) 400-0111

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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