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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • 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
  • Testimonials
  • 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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What Is Another Name for Letters of Testamentary?
Asset Protection

What Is Another Name for Letters of Testamentary?

A letter of testamentary is created by the probate court for the executor or personal administrator of an estate.

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March 6, 2024
Grantor vs. Non-Grantor Trusts: Understanding the Differences
Estate Planning

Grantor vs. Non-Grantor Trusts: Understanding the Differences

As an estate planning attorney, I frequently encounter clients uncertain about the distinctions between grantor and non-grantor trusts. These types of trusts are fundamental in estate planning, offering various benefits and implications, particularly in tax planning and asset management. This article will discuss the key differences between…

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February 27, 2024
Guide to Incapacity Planning: Protecting Yourself and Your Estate
Estate Planning

Guide to Incapacity Planning: Protecting Yourself and Your Estate

Incapacity planning is a crucial aspect of managing your estate and ensuring that your wishes are honored if you cannot make decisions for yourself. This article will examine the various components of incapacity planning, offering comprehensive…

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February 26, 2024
How Do You Stop Family Fights over Inheritance?
Estate Planning

How Do You Stop Family Fights over Inheritance?

A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.

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February 15, 2024
What are the Rules for Inheriting an IRA?
Estate Planning

What are the Rules for Inheriting an IRA?

Know what to expect if you inherit an IRA and how to establish a plan for taking distributions.

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February 13, 2024
Top 5 Estate Planning Nightmares You Can Avoid with a Will
Estate Planning

Top 5 Estate Planning Nightmares You Can Avoid with a Will

In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…

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February 12, 2024
What Questions Should You Ask an Estate Planning Attorney?
Estate Planning

What Questions Should You Ask an Estate Planning Attorney?

Estate planning is not as simple as executing a will.

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February 9, 2024
How to Liquidate Assets after a Loved One's Death
Asset Protection

How to Liquidate Assets after a Loved One’s Death

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets. In this guide, we’ll explore the key steps involved in liquidating assets after death, focusing on estate settlement processes and related legal considerations. Understanding the Role of…

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February 6, 2024
Different Types of Wills: Understanding the Right One for You
Estate Planning

Different Types of Wills: Understanding the Right One for You

Navigating the world of estate planning can be complex and overwhelming, particularly when it comes to understanding the different types of wills available. Each type of will serves a unique purpose and caters to different estate planning needs…

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February 2, 2024
Can You Completely Avoid Probate?
Estate Planning

Can You Completely Avoid Probate?

Many people want to learn how to avoid probate so their heirs don’t have to cope with these legal proceedings during a stressful time of grief after a death.

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February 1, 2024
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Practice Areas

Conservatorship Lawyer Mesa, AZ
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Our Mesa Office

2500 S Power Road
Bldg 14
Suite 132
Mesa, AZ 85209

New Clients: (602) 932-3187

Existing Clients: (480) 400-0111

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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