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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 Use a Pour-Over Will With a Revocable Trust
Estate Planning

When to Use a Pour-Over Will With a Revocable Trust

A pour-over will act as a safety net, directing any assets missed during your lifetime into a trust, ensuring that your wishes are honored.

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December 27, 2024
Planning to Protect Your Children’s Inheritance: Asset Protection
Estate Administration

Planning to Protect Your Children’s Inheritance: Asset Protection

You’ve worked hard for your wealth. Don’t let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.

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December 24, 2024
Probate for Real Estate in Multiple States: Managing Assets
Estate Administration

Probate for Real Estate in Multiple States: Managing Assets

Managing real estate in multiple states can complicate probate. However, with the right estate plan, you can help your family avoid the extra time, cost and stress.

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December 18, 2024
How to Prepare for the Financial Impact of a Spouse’s Death
Advanced Directives

How to Prepare for the Financial Impact of a Spouse’s Death

When a spouse dies, money is often the furthest from a surviving spouse’s mind.

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December 6, 2024
Managing Debt After a Loved One's Death: What You Need to Know
Estate Planning

Managing Debt After a Loved One’s Death: What You Need to Know

Learn how a probate attorney can help you manage a loved one’s debts after their passing.

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November 27, 2024
Estate Planning 101: What You Need to Know
Asset Protection

Estate Planning 101: What You Need to Know

Let’s hope you have a will and have named a power of attorney for finances and health care.

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November 25, 2024
Why Does Young Family Need an Estate Plan?
Estate Planning

Why Does Young Family Need an Estate Plan?

Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.

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November 4, 2024
Michael Jackson’s Estate Continues to Unwind
Estate Planning

Michael Jackson’s Estate Continues to Unwind

When Michael Jackson died in 2009, he left a complicated legacy. However, one thing remains true: The King of Pop’s music still generates millions of dollars every year.

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October 17, 2024
Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance
Business Succession

Tax Implications of Estate Planning and Maximizing Loved Ones’ Inheritance

Estate planning isn’t just about dividing assets—it’s about minimizing taxes and maximizing the inheritance that your loved ones receive.

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October 15, 2024
Is It Common for Siblings to Fight Over Inheritance?
Asset Protection

Is It Common for Siblings to Fight Over Inheritance?

When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.

Read More »
September 25, 2024
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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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