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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 was Stephen Sondheim Estate Plan?
Charitable Planning

What was Stephen Sondheim Estate Plan?

Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.

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March 4, 2022
What Legal Terms in Estate Planning do Non-Lawyers Need to Know?
Asset Protection

What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

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February 28, 2022
How Do I Conduct an Estate Sale?
Estate Administration

How Do I Conduct an Estate Sale?

Preparing for an estate sale can be a difficult and emotionally challenging task.

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February 24, 2022
What’s the Difference between Probate Assets and Non-Probate Assets?
Asset Protection

The Difference between Probate Assets and Non-Probate Assets

Non-probate assets are those assets which do not go into an estate when the owner dies.

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February 21, 2022
Will Moving to a New State Impact My Estate Planning?
Asset Protection

Will Moving to a New State Impact My Estate Planning?

However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.

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February 15, 2022
Should I Place My Home in a Trust?
Estate Administration

Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.

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February 14, 2022
What are the Negatives of Investing in Cryptocurrency?
Asset Protection

What are the Negatives of Investing in Cryptocurrency?

What happens when all of a corpse’s money is in his cold wallet?

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February 11, 2022
What are Biggest Blunders in Wealth Transfer?
Advanced Directives

What are Biggest Blunders in Wealth Transfer?

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

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February 10, 2022
How Should I Handle an Inheritance?
Asset Protection

How Should I Handle an Inheritance?

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.

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February 8, 2022
What are Best Assets to Inherit?
Asset Protection

What are Best Assets to Inherit?

If you really want to help your heirs out, these are some of the best assets to leave them.

Read More »
February 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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