Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Probate

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

What to Do First when Spouse Dies
Estate Administration

What to Do First when Spouse Dies

After a loved one dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. 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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Is an Irrevocable Trust a Good Idea?
Asset Protection

Is an Irrevocable Trust a Good Idea?

Like a lot of estate planning vehicles, irrevocable trusts work very well for some purposes—particularly for tax avoidance and asset protection—and not so well for other purposes.

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Should I Create Estate Plan Myself?
Advanced Directives

Should I Create Estate Plan Myself?

The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.

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How Can I Easily Pass My Home to My Only Child?
Estate Administration

How Can I Easily Pass My Home to My Only Child?

I am a single retired parent to an adult daughter, who is an only child. The home I currently reside for the last 26 years still has a mortgage and the deed is in my name only. I have a will that states everything is left to my daughter, and then to my grandson, if she proceeds me in death. Should my daughter be added to the deed?

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What You Should Never, Ever, Include in Your Will
Asset Protection

What You Should Never, Ever, Include in Your Will

A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…

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What Kind of Estate Planning Mistakes Do People Make?
Estate Planning

Common Estate Planning Mistakes People Make

Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.

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