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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: Estate Administration

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

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Wrong Power of Attorney
Advanced Directives

The Wrong Power of Attorney and a Bad Outcome

When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’

Read More »
November 18, 2020
Benefit from a Roth IRA
Asset Protection

How to Benefit from a Roth IRA and Social Security

Although Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.

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November 16, 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
How Important Is Avoiding Probate?
Asset Protection

How Important Is Avoiding Probate?

Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.

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November 13, 2020
Protect Your Estate with Five Facts
Asset Protection

Protect Your Estate with Five Facts

The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.

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November 12, 2020
What are Attorney’s Obligations after You Die?
Elder Law

What are Attorney’s Obligations after You Die?

Attorney-client privilege requires that attorneys keep confidential and refrain from sharing all secrets and other confidences of clients.

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November 10, 2020
Can a Power of Attorney Protect My Assets as I Get Older?
Asset Protection

Can a Power of Attorney Protect My Assets as I Get Older?

Many people focus on only protecting their estate from probate. However, in the big picture, probate is the least of their worries.

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November 9, 2020
Estate Plan Audit
Advanced Directives

Does My Estate Plan Need an Audit?

Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.

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November 6, 2020
Trouble for Marriages
Asset Protection

Can an Inheritance Lead to Trouble for Marriages?

Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.

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November 5, 2020
Reviewing Your Estate Plan
Estate Administration

Reviewing Your Estate Plan Protects Goals, Family

Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.

Read More »
November 4, 2020
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Practice Areas

Conservatorship Lawyer Mesa, AZ

Guardianship Lawyer Mesa, AZ

Probate Court Lawyer Mesa AZ

Wills Lawyer Queen Creek AZ

Estate Administration Lawyer Mesa, AZ

Living Trust Lawyer Mesa, AZ

Trust Lawyer Queen Creek AZ 

Probate Lawyer Queen Creek AZ

Probate Lawyer Gilbert AZ

Estate Planning Lawyer Queen Creek AZ

Living Trust Lawyer Queen Creek AZ 

Guardianship Lawyer Queen Creek 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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