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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: Estate Administration

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

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How can You Make Changes to Estate Plan?
Estate Administration

How can You Make Changes to Estate Plan?

Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.

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October 3, 2023
Unmarried? What You Need to Know about Estate Planning
Estate Administration

Unmarried? What You Need to Know about Estate Planning

Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.

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October 2, 2023
Why Is Daughter of Comic Book Legend Stan Lee Looking for More from Estate?
Estate Administration

Estate Planning Lessons from the Life and Legacy of Stan Lee

With Lee’s death, his daughter, Joan Celia Lee, known as J.C., inherited his estate but continued to pursue various legal actions attempting to get “everything that’s mine.

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September 22, 2023
How Did Ink Blobs Wreck a Beneficiary’s Inheritance?
Estate Administration

How Did Ink Blobs Wreck a Beneficiary’s Inheritance?

A judge in Australia ruled that a 75-year-old man had died without a will after the names of his beneficiaries were obscured by black ink on the document, according to a recent court filing.

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September 21, 2023
Can I Help My Kid Buy a Home?
Estate Administration

Can I Help My Kid Buy a Home?

Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way?

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September 20, 2023
Minimize Family Feuds about Your Inheritance
Estate Administration

Minimize Family Feuds about Your Inheritance

The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.

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September 19, 2023
What’s the Best Way to Sell an Inherited Estate to an Heir?
Estate Administration

What’s the Best Way to Sell an Inherited Estate to an Heir?

We have a situation where both of my in-laws passed away in the last several years. My wife was the daughter and she and her brother are the executors to the last of my in-laws to pass away.

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September 18, 2023
What was in Singer Sinéad O’Connor’s Estate Plan?
Estate Administration

What was in Singer Sinéad O’Connor’s Estate Plan?

Sinéad O’Connor left behind specific instructions for her children in case of her untimely demise.

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September 14, 2023
What Should I Know About Estate Planning?
Estate Administration

What Should I Know About Estate Planning?

To ensure that your desires are respected and executed, you need estate planning.

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September 8, 2023
How to Speak With Mom and Dad About Estate Planning
Estate Administration

How to Speak With Mom and Dad About Estate Planning

Estate planning is an activity many families, especially in lower-income communities, don’t often use, despite its many benefits. Two-thirds of Americans don’t have a will, according to the 2022 Caring.com survey.

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September 7, 2023
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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

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