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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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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.

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February 7, 2022
Is Prince’s Estate Settled Yet?
Estate Administration

Is Prince’s Estate Settled Yet?

The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.

Read More »
February 1, 2022
Can I Avoid Password Problems for My Family in Estate Planning?
Asset Protection

Can I Avoid Password Problems for My Family in Estate Planning?

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.

Read More »
January 27, 2022
James Brown Estate Battle Resolved … Almost, but Not Quite
Estate Administration

James Brown Estate Battle Resolved … Almost, but Not Quite

For more than a decade, Brown’s heirs and estate administrators, including Mr. Bauknight and Adele Pope, a former executor, have battled in court over the value of his estate.

Read More »
January 26, 2022
Is It Better to Inherit Stock or Cash?
Advanced Directives

Is It Better to Inherit Stock or Cash?

If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.

Read More »
January 25, 2022
How Do You Split an Estate in a Blended Family?
Advanced Directives

How Do You Split an Estate in a Blended Family?

Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.

Read More »
January 21, 2022
How Do You Gift Your House to Your Children during Your Lifetime?
Asset Protection

How Do You Gift Your House to Your Children during Your Lifetime?

There are many ways to pass property on to children, including gifting the family home to them while you are still alive, bequeathing it to the children upon your passing, or selling the residence to your heirs.

Read More »
January 13, 2022
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Practice Areas

Conservatorship Lawyer Mesa, 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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