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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 Do I Prepare a Digital Estate Plan?
Asset Protection

How Do I Prepare a Digital Estate Plan?

However, in a world where more and more of our personal information is stored online, it’s also imperative to make a digital estate plan, so your loved ones can access your digital property.

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December 29, 2021
How Does a Will Work after Death?
Advanced Directives

How Does a Will Work after Death?

Every estate plan should include three essential documents: a durable general power of attorney, a healthcare power of attorney and a last will and testament. Of the three essential estate planning documents, the will is the only document that is used after death.

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December 23, 2021
Who Pays Mortgage When I Pass Away?
Advanced Directives

Who Pays Mortgage When I Pass Away?

One important aspect of estate planning is deciding what will happen to your home after you die. The answer might be fairly cut and dry if the home is fully paid for. If it’s not, though, you’ll need to consider the financial ramifications for your estate and for the person who inherits the home.

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December 17, 2021
What Can We Learn from Painter Bob Ross’ Business Succession and Estate Planning?
Asset Protection

What Can We Learn from Painter Bob Ross’ Business Succession and Estate Planning?

The new, buzzy Netflix documentary on the late, beloved, iconic public broadcasting TV host, painter Bob Ross—“Bob Ross: Happy Accidents, Betrayal and Greed”—documents how the artist’s son, Steve, now 55, was allegedly robbed of his late father’s inheritance by the artist’s business partners.

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December 15, 2021
Will Inheritance to Heir Be a Benefit or Burden?
Asset Protection

Will Inheritance to Heir Be a Benefit or Burden?

One of the biggest conundrums of estate planning is considering how, or even if, you can give money or property to your heirs in a manner that will help them.

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December 14, 2021
What Is the First Thing an Executor of a Will Should do?
Estate Administration

What Is the First Thing an Executor of a Will Should do?

At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate. The designation is both an honor and an obligation.

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December 13, 2021
Can Cryptocurrency Be Inherited?
Asset Protection

Can Cryptocurrency Be Inherited?

If you’re merely dipping your toe in cryptocurrency, it can be hard to imagine your crypto as something worth talking to an estate attorney about. But that $100 in fun money could grow to a significant percentage of your total investments, sometimes overnight.

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December 10, 2021
How Long Is Probate?
Estate Administration

How Long Is Probate?

Probate is a legal process wherein a court oversees the settlement of an estate after the owner passes.

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December 8, 2021
What Is a Dynasty Trust?
Estate Administration

What Is a Dynasty Trust?

If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.

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November 8, 2021
Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”
Estate Administration

Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”

Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?

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October 26, 2021
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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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