Skip to content
  • 24/7 Call Answering (602) 932-3187
Contact Us
  • 24/7 Call Answering

(602) 932-3187

estate planning law firm
  • 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
  • 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: Social Security

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

Book A Call Now

Call Us

(602) 932-3187

Schedule a FREE Strategy Session

Book a Call With LifePlan Legal AZ

WATCH OUR FREE 20-MINUTE ESTATE PLANNING MASTER CLASS

How Can an Elder Law Attorney Help Me?
Advanced Directives

How Can an Elder Law Attorney Help Me?

With an elder care lawyer by your side, handling issues associated with Medicaid and Medicare is easy.

Read More »
November 4, 2022
How Does Probate Court Work?
Estate Planning

How Does Probate Court Work?

Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.

Read More »
November 1, 2022
Can You Gift Money on Your Deathbed?
Estate Planning

Can You Gift Money on Your Deathbed?

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

Read More »
October 10, 2022
How Can I Avoid 401(k) Early Withdrawal Fees?
Estate Planning

How Can I Avoid 401(k) Early Withdrawal Fees?

If you need to withdraw funds from an individual retirement account or 401(k) account before age 59 1/2, there’s usually a 10% early withdrawal penalty.

Read More »
October 4, 2022
What Does Inflation Reduction Act Mean for Seniors?
Elder Law

What Does Inflation Reduction Act Mean for Seniors?

One often unrecognized fact regarding drug pricing is the difference in bargaining power depending on what agency or group is doing the bargaining.

Read More »
September 28, 2022
Will Inflation Have Impact on My Retirement?
Estate Planning

Will Inflation Have Impact on My Retirement?

Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.

Read More »
August 29, 2022
Should I Use a Special Needs Trust?
Estate Planning

Should I Use a Special Needs Trust?

A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.

Read More »
August 25, 2022
Can Beneficiary Designations Be Challenged?
Asset Protection

Can Beneficiary Designations Be Challenged?

Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.

Read More »
August 24, 2022
What a Family Caregiver Needs to Know
Elder Law

What a Family Caregiver Needs to Know

If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. You probably know — or are learning — that it’s a big responsibility.

Read More »
August 16, 2022
Understanding the Issues of Elder Law
Elder Law

Understanding the Issues of Elder Law

The three main areas of focus for elder law attorneys include health care, estate and tax planning and guardianship matters.

Read More »
August 3, 2022
« Previous Page1 Page2 Page3 Page4 Page5 Page6 Next »
Subscribe!

Sort by Category
  • Advanced Directives
  • ALTCs
  • Alzheimer's Disease
  • Asset Protection
  • Business Formations
  • Business Succession
  • Charitable Planning
  • Dementia
  • Elder Law
  • Estate Administration
  • Estate Planning
  • Estate Tax
  • Guardianship
  • Life Insurance
  • Medicaid
  • Medicare
  • News
  • Power of Attorney
  • Probate
  • Retirement
  • Social Security
  • Special Needs
  • Trust Administration
  • Uncategorized
  • Wills & Trusts
Recent Posts
  • Warren Buffett has Estate Planning Opinions for Non-Billionaires
  • How to Address Cryptocurrency in Your Estate Plan
  • Obtaining Power of Attorney for Parents
  • Can I Transfer My Medicaid Benefits to Another State?
  • Pitfalls of Joint Ownership

Contact Us

All fields marked with an “ * ” are required

Practice Areas

Conservatorship Lawyer Mesa, AZ
End-Of-Life Planning Lawyer Mesa, AZ
Estate Planning Lawyer Mesa, AZ
Guardianship Lawyer Mesa, AZ

Wills And Trusts Lawyer Mesa, AZ
Living Will Lawyer Mesa, AZ
Business Formation Lawyer Mesa, AZ

Estate Administration Lawyer Mesa, AZ
Asset Protection Lawyer Mesa, AZ
Living Trust Lawyer Mesa, AZ

estate planning law firm
Facebook-f Twitter Linkedin-in Youtube Instagram Rss

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

Copyright © 2025 – LifePlan Legal AZ. All rights reserved. Some artwork provided under license agreement. Privacy Policy | Disclaimer | Sitemap