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

Category: Trust Administration

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

Beneficiary Mistakes to Avoid
Estate Planning

Beneficiary Mistakes to Avoid

Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.

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Can Executor Take the Money and Run?
Estate Planning

Can Executor Take the Money and Run?

Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.

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Can You Prevent Will from Being Contested?
Asset Protection

Can You Prevent Will from Being Contested?

From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.

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What Is the Point of a Trust?
Asset Protection

What Is the Point of a Trust?

Thinking about what happens to your family when you pass away may be upsetting. However, it can be a good way to reduce the stress your loved ones will deal with during the grieving process.

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What Happens When Inheritances are Unequal?
Asset Protection

What Happens When Inheritances are Unequal?

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.

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