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

Category: Probate

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

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 »
What’s a Pot Trust?
Estate Administration

What’s a Pot Trust?

A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.

Read More »
Subscribe!