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

Category: Probate

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

Estate Planning Meets Tax Planning
Asset Protection

Estate Planning Meets Tax Planning

By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.

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How Do You Handle Probate?
Estate Administration

How Do You Handle Probate?

Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.

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How Do I Disinherit a Child?
Advanced Directives

How Do I Disinherit a Child?

When these types of situations arise, there are many steps you can take to avoid your will from being contested by individuals who believe they are entitled to receive your assets.

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