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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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What Happened when Robin Williams’ Wife was Cut Out of Estate?
Estate Administration

What Happened when Robin Williams’ Wife was Cut Out of Estate?

The unexpected death of comedy icon Robin Williams in 2014 set off an explosive battle over his $50 million estate.

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September 4, 2023
Estate Planning for Second Marriages
Estate Administration

Estate Planning for Second Marriages

If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.

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August 21, 2023
Who Received the Late Eagle Glenn Frey’s Estate?
Estate Administration

Who Received the Late Eagle Glenn Frey’s Estate?

As the Eagles ready themselves for a farewell tour that spans two months in late 2023, it’s hard not to think about their late guitarist Glenn Frey who passed away in January 2016.

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August 15, 2023
Can You Keep a Vacation Home in the Family for Generations?
Estate Administration

Can You Keep a Vacation Home in the Family for Generations?

The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.

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August 9, 2023
How Do You Split Property Among Heirs?
Asset Protection

How Do You Split Property Among Heirs?

If you thought that doing your taxes got complicated when you acquired more assets, wait until you try to split them up among multiple children when planning their inheritance.

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July 25, 2023
What’s a Bequest?
Charitable Planning

What’s a Bequest?

When a person uses a will to leave property to their family, friends or the causes they support, the act is known as a bequest. A bequest can be the cash, investments, jewelry or other items that a person passes to beneficiaries when they die.

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February 21, 2023
Should I have a Discretionary Trust in My Estate Plan?
Estate Administration

Should I have a Discretionary Trust in My Estate Plan?

A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.

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April 19, 2022
How Do You Pass Down a Vacation Home?
Asset Protection

How Do You Pass Down a Vacation Home?

If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.

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March 15, 2022
How to File Tax Return When Mom Passes Away
Asset Protection

How to File Tax Return When Mom Passes Away

No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.

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March 11, 2022
Does Your Will and Estate Planning Documents Need to Be Updated?
Estate Administration

Does Your Will and Estate Planning Documents Need to Be Updated?

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

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March 7, 2022
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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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