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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’s a Pot Trust?
Estate Administration

What’s a Pot Trust?

A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.

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October 14, 2021
What’s an Enhanced Life Estate?
Estate Administration

What’s an Enhanced Life Estate?

Your house might be your single most valuable financial asset. So you want to make sure you can give it to those you love when you die, without giving up the farm. That can be tricky.

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October 13, 2021
How to Protect an Estate from a Rotten Son-in-Law
Estate Administration

How to Protect an Estate from a Rotten Son-in-Law

Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.

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October 11, 2021
When Should You Use a Charitable Remainder Trust in Estate Planning?
Charitable Planning

When Should You Use a Charitable Remainder Trust in Estate Planning?

Use it to fine-tune the variables, including how much to give, how it changes your tax picture, how your cashflows are impacted, and how much is left to heirs.

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September 7, 2021
Disney Grandson Loses Appeal of Probate Court’s Decision
Estate Administration

Disney Grandson Loses Appeal of Probate Court’s Decision

An appellate judge dubs probate court ‘the Unhappiest Place on Earth,’ as Disney heir Bradford Lund has lost an appeal stemming from his fight to claim his fortune.

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September 2, 2021
Did James Brown’s Estate Fight Finally End?
Estate Administration

Did James Brown’s Estate Fight Finally End?

For nearly 15 years, James Brown’s estate has been one of the most contentious legal cases in the entertainment industry, involving volleys of lawsuits among his children, his former romantic partner and its various administrators.

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August 26, 2021
Do You Need a Revocable Trust or Irrevocable Trust?
Asset Protection

Do You Need a Revocable Trust or Irrevocable Trust?

Trust funds are not just for the ultra-rich. These sophisticated estate-planning tools can make just as much sense for middle-class Americans who own a home and have a net worth of at least $100,000.

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August 25, 2021
How Do I Stop Heirs from Foolishly Wasting Inheritance?
Estate Administration

How Do I Stop Heirs from Foolishly Wasting Inheritance?

One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.

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August 17, 2021
Celebrity Estate Planning Mistakes
Business Succession

Celebrity Estate Planning Mistakes

If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.

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August 6, 2021
How Do You Divide Inheritance among Children?
Estate Administration

How Do You Divide Inheritance among Children?

First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.

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August 2, 2021
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Suite 132
Mesa, AZ 85209

Phone Number: (602) 910-4068

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Gilbert, AZ 85296

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