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

Category: Estate Administration

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

How to Liquidate Assets after a Loved One's Death
Asset Protection

How to Liquidate Assets after a Loved One’s Death

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets. In this guide, we’ll explore the key steps involved in liquidating assets after death, focusing on estate settlement processes and related legal considerations. Understanding the Role of…

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When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan
Estate Administration

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…

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What’s the Latest with Lisa Marie Presley’s Estate?
Estate Administration

What’s the Latest with Lisa Marie Presley’s Estate?

Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.

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Should I Give the Kids My House in My Estate Planning?
Estate Administration

Should I Give the Kids My House in My Estate Planning?

Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children.  Financial advisers have largely supported this tactic for passing along generational wealth.

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How to Handle an Inheritance
Estate Administration

How to Handle an Inheritance

It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.

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