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Category: Probate

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

Key Components of an Estate Plan to Tackle First
Estate Planning

Key Components of an Estate Plan to Tackle First

Having the right legacy plans and documents in place is one of the most important steps aging individuals can take, both to give themselves peace of mind and to avoid the possibility that confusion will make an already challenging situation even worse.

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Do I Need a Trust in My Estate Plan for Real Estate?
Asset Protection

Do I Need a Trust in My Estate Plan for Real Estate?

Trusts are widely used in estate planning, so estates can avoid going through probate and maintain privacy. The terms of the trust ensure the wishes of the property owner are adhered to and their property gets distributed to the proper beneficiaries.

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What Should I Ask a Prospective Estate Planning Attorney?
Estate Planning

What Should I Ask a Prospective Estate Planning Attorney?

While more than half of Americans believe estate planning is essential, a mere 33% actually have a living trust or will. And one out of three respondents who don’t have a will reason that they don’t think they have sufficient assets to warrant estate planning.

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How Should I Handle Memorabilia in My Estate Planning?
Asset Protection

How Should I Handle Memorabilia in My Estate Planning?

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

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What Documents are in an Estate Plan?
Advanced Directives

What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.

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What are Some Best Practices for a Trustee?
Estate Planning

What are Some Best Practices for a Trustee?

Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

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