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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: Probate

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When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan
Estate Administration

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…

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December 13, 2023
Have Estate Plan Checkup before Heading to Warmer Winter
Estate Administration

Have Estate Plan Checkup before Heading to Warmer Winter

If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.

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December 5, 2023
Estate Plan can Ease Anxiety and Confirm Legacy
Estate Administration

Estate Plan can Ease Anxiety and Confirm Legacy

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.

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December 4, 2023
Why You Need to Include Digital Assets in Your Estate Plan
Estate Administration

Why You Need to Include Digital Assets in Your Estate Plan

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.

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November 27, 2023
Is Mick Jagger Thinking about Estate Planning?
Estate Administration

Is Mick Jagger Thinking about Estate Planning?

Mick Jagger is getting candid about the Rolling Stones’ legacy.

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November 24, 2023
What’s the Latest with Lisa Marie Presley’s Estate?
Estate Administration

What’s the Latest with Lisa Marie Presley’s Estate?

Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.

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November 22, 2023
Should I Give the Kids My House in My Estate Planning?
Estate Administration

Should I Give the Kids My House in My Estate Planning?

Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children.  Financial advisers have largely supported this tactic for passing along generational wealth.

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November 17, 2023
How to Handle an Inheritance
Estate Administration

How to Handle an Inheritance

It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.

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November 14, 2023
Estate Planning can Protect Beloved Pets
Estate Administration

Estate Planning can Protect Beloved Pets

Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.

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November 13, 2023
Why Your Will Is Just One Part of an Estate Plan
Estate Administration

Why Your Will Is Just One Part of an Estate Plan

Those beneficiary forms you filled out years ago can supersede your other estate plans.

Read More »
October 31, 2023
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Our Mesa Office

2500 S Power Road
Bldg 14 Suite 132
Mesa, AZ 85209


Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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