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

Category: Probate

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

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 »
Why Is Estate Planning So Important?
Asset Protection

Why Is Estate Planning So Important?

The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.

Read More »
Do Stepchildren Inherit?
Estate Planning

Do Stepchildren Inherit?

My spouse passed. I have stepchildren who want a percentage of the profits from selling our house. What are they legally entitled to with no will?

Read More »
What Does the Executor Do?
Estate Administration

What Does the Executor Do?

If the deceased has a will, it usually names a close relative, friend, accountant, attorney or financial institution to act as executor of the will.

Read More »
How to Avoid Basic Estate Planning Miscues
Estate Administration

How to Avoid Basic Estate Planning Miscues

In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.

Read More »
Subscribe!