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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 Tax

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

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Family Office
Advanced Directives

Is a Family Office Structure Good Estate Planning?

During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.

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October 19, 2020
Spouse Dies
Business Succession

What Needs to Happen after a Spouse Dies?

The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.

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October 14, 2020
Executor Do
Advanced Directives

What Does an Executor Do?

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.

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October 10, 2020
pre-election planning
Asset Protection

Pre-Election Estate Planning

Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.

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October 9, 2020
estate planning every stage
Advanced Directives

Estate Planning Needs for Every Stage

Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.

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October 8, 2020
Serving executor
Estate Administration

What Is Involved with Serving as an Executor?

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.

Read More »
October 7, 2020
Tiger King
Asset Protection

Daughters of Don Lewis from ‘Tiger King’ File Lawsuit

The surviving daughters of Don Lewis, a Tampa man who went missing 23 years ago this month, have filed a lawsuit in Hillsborough County court against Tiger King subjects Kenny Farr and Carole Baskin, along with a woman listed as a witness on Lewis’ will.

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September 28, 2020
Handle Inheritance
Asset Protection

How Do I Handle Inheritance?

The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.

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September 26, 2020
Estate planning small business
Asset Protection

How Can I Use Estate Planning for My Small Business?

Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to consumers on time. The life of a small business owner is a hectic one with many owners failing to follow basic estate planning and business law practices.

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September 21, 2020
debt when you die
Asset Protection

What Happens to Debt When You Die?

Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a process called probate.

Read More »
September 17, 2020
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Practice Areas

Conservatorship Lawyer Mesa, AZ

Guardianship Lawyer Mesa, AZ

Probate Court Lawyer Mesa AZ

Wills Lawyer Queen Creek AZ

Estate Administration Lawyer Mesa, AZ

Living Trust Lawyer Mesa, AZ

Trust Lawyer Queen Creek AZ 

Probate Lawyer Queen Creek AZ

Probate Lawyer Gilbert AZ

Estate Planning Lawyer Queen Creek AZ

Living Trust Lawyer Queen Creek AZ 

Guardianship Lawyer Queen Creek 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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