Skip to content
  • 24/7 Call Answering (602) 932-3187
Book A Call
  • 24/7 Call Answering

(602) 932-3187

estate planning law firm
  • 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
  • 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

Book A Call Now

Call Us

(602) 932-3187

Schedule a FREE Strategy Session

Book a Call With LifePlan Legal AZ

WATCH OUR FREE 20-MINUTE ESTATE PLANNING MASTER CLASS

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.

Read More »
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.

Read More »
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.

Read More »
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.

Read More »
August 2, 2021
Will the Girlfriend Get the Life Insurance or the Wife?
Estate Administration

Will the Girlfriend Get the Life Insurance or the Wife?

My boyfriend and I have lived together for 13 years but he is still officially married to another woman. He has a life insurance policy and I’m the beneficiary, and I’m also the beneficiary of his 401(k). Do we need a will and do I have to worry about his wife getting the money?

Read More »
July 30, 2021
Can I Create a Stress-free Asset Transfer?
Asset Protection

Can I Create a Stress-free Asset Transfer?

Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.

Read More »
July 29, 2021
What Taxes are Due When Children Inherit Home?
Estate Administration

What Taxes are Due When Children Inherit Home?

My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her niece and nephew. What inheritance tax will there be?

Read More »
July 22, 2021
Estate Planning Matters for Singles
Estate Administration

Estate Planning Matters for Singles

If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.

Read More »
July 15, 2021
What Is a Fiduciary and Why Is It Important?
Advanced Directives

What Is a Fiduciary and Why Is It Important?

One of the most important decisions you will ever make is choosing a fiduciary.

Read More »
July 14, 2021
Short-Cuts to Estate Planning can Lead to Costly Consequences
Asset Protection

Short-Cuts in Estate Planning, Costly Consequences

Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man’s (or woman’s’) estate planning.’ This type of estate planning has some very negative tax consequences.

Read More »
June 28, 2021
« Previous Page1 Page2 Page3 Page4 Page5 Page6 Page7 Page8 Page9 Page10 Next »
Subscribe!

Sort by Category
  • Advanced Directives
  • ALTCs
  • Alzheimer's Disease
  • Asset Protection
  • Business Formations
  • Business Succession
  • Charitable Planning
  • Dementia
  • Elder Law
  • Estate Administration
  • Estate Planning
  • Estate Tax
  • Guardianship
  • Life Insurance
  • Medicaid
  • Medicare
  • News
  • Power of Attorney
  • Probate
  • Retirement
  • Social Security
  • Special Needs
  • Trust Administration
  • Uncategorized
  • Wills & Trusts
Recent Posts
  • A Wasting in Margaritaville: What the Jimmy Buffett Estate Battle Can Teach Us About Trusts, Conflict, and Clear Planning
  • Three Top Excuses Heard by Estate Planning Attorneys
  • Pros and Cons of Pre-Paid Funeral Plans
  • Here’s Why Everyone Should Have a Will
  • Just the Facts on Estate Planning

Contact Us

All fields marked with an “ * ” are required

Practice Areas

Conservatorship Lawyer Mesa, AZ
End-Of-Life Planning Lawyer Mesa, AZ
Estate Planning Lawyer Mesa, AZ
Guardianship Lawyer Mesa, AZ

Wills And Trusts Lawyer Mesa, AZ
Living Will Lawyer Mesa, AZ
Business Formation Lawyer Mesa, AZ

Estate Administration Lawyer Mesa, AZ
Asset Protection Lawyer Mesa, AZ
Living Trust Lawyer Mesa, AZ

estate planning law firm
Facebook-f Twitter Linkedin-in Youtube Instagram Rss

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 

Copyright © 2025 – LifePlan Legal AZ. All rights reserved. Some artwork provided under license agreement. Privacy Policy | Disclaimer | Sitemap