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

Category: Probate

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

Why Do Families Fail when Transferring Wealth?
Estate Planning

Why Do Families Fail when Transferring Wealth?

Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.

Read More »
How Is a Notary Used in Estate Planning?
Estate Planning

How Is a Notary Used in Estate Planning?

Individuals buying a home, adopting a child, completing estate planning documents, such as wills and advanced health care directives, or completing any number of legal procedures may find themselves in need of a notary.

Read More »
What Is a Dynasty Trust?
Estate Administration

What Is a Dynasty Trust?

If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.

Read More »
Are Gen Z’s Ready for Estate Planning?
Estate Planning

Are Gen Z’s Ready for Estate Planning?

Despite the pandemic, many Gen Z’ers are graduating from college and setting their course for success. This is a generation of young people who know what they want out of life and have the financial literacy tools – from podcasts to online platforms – to save for retirement, maximize their savings and achieve their goals.

Read More »
Is My Will Void If I Get Divorced?
Asset Protection

Is My Will Void If I Get Divorced?

Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.

Read More »
Subscribe!