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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: Retirement

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

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Just What Does an Executor Do?
Business Succession

Just What Does an Executor Do?

In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.

Read More »
April 13, 2021
What are the Scariest Statistics for Retirement?
Estate Planning

What are the Scariest Statistics for Retirement?

There’s plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.

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March 26, 2021
Can You Increase Your Social Security Benefits?
Estate Planning

Can You Increase Your Social Security Benefits?

All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, of hits.

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March 22, 2021
Can You Answer Key Retirement Questions?
Asset Protection

Can You Answer Key Retirement Questions?

You’re closing in on retirement, but you’re not there yet. Are you on track?

Read More »
February 19, 2021
When Should You Start Filing for Social Security Benefits?
Elder Law

When Should You Start Filing for Social Security Benefits?

Choosing when to file for benefits is a critical decision that will affect your monthly retirement income for the rest of your life.

Read More »
February 2, 2021
Ignore Retirement Myths
Estate Planning

Ignore Retirement Myths

A comfortable, secure retirement is one of the biggest financial goals you can strive for. Therefore, as you’re saving and investing in pursuit of it, it’s crucial to separate fact from fiction—otherwise, your plan could go off track.

Read More »
January 18, 2021
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Conservatorship Lawyer Mesa, AZ
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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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