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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: Guardianship

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

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Planning doesn't stop when you're retired
Asset Protection

Planning Doesn’t Stop Because You’ve Retired

Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.

Read More »
November 17, 2020
What’s the Key to Saving Money in Retirement?
Asset Protection

What’s the Key to Saving Money in Retirement?

Seniors with limited income need to find ways to lower their medical costs. Here are some options for keeping those healthcare bills in check.

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November 15, 2020
What are My Housing Options as a Senior?
ALTCs

What are My Housing Options as a Senior?

Retirement brings with it many changes. Your income may be reduced, and your lifestyle may evolve as well. The big house where you raised kids may no longer fit your needs or your budget.

Read More »
November 14, 2020
What Does an Estate Planning Attorney Actually Do?
Elder Law

What Does an Estate Planning Attorney Actually Do?

Estate planning is crucial, setting up a peace of mind for you, as you enter your senior years. Most people don’t create a will because they are afraid to even think about the possibility of death. It feels like too big of a responsibility.

Read More »
November 11, 2020
Happy Retirement
Asset Protection

Estate Planning Documents for a Happy Retirement?

Most people can’t wait for retirement, and even more would likely opt for some form of early retirement, if they had the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.

Read More »
November 7, 2020
Guardianship Mother daughter
ALTCs

How Does Guardianship Work?

As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?

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November 1, 2020
New Parents Annual Spending on Childcare
Asset Protection

Mistakes New Parents Make with Money

September is the most common birth month of the year. It’s also a good time for new parents to think about the financial side of their parental responsibilities.

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October 30, 2020
Revoke a Power of Attorney
ALTCs

Can I Revoke a Power of Attorney?

Cindy, a widow in her early 60s, was undergoing physical therapy for an injury to her foot, making it difficult for her to get around. In addition, she was suffering depression brought on by the immobility and pain, resulting in her neglecting to pay bills and taking care of other financial affairs.

Read More »
October 28, 2020
Elderly safe
Advanced Directives

Keeping the Elderly Safe in the Pandemic

Forty-one percent of participants in a new survey said they don’t trust assisted living communities and nursing homes to keep older adults safe amid the coronavirus pandemic.

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October 24, 2020
Moms healthcare
Advanced Directives

How to Keep Track of Mom’s Healthcare Information

Build your own medical emergency packet.

Read More »
October 23, 2020
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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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