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

Why You Need an Estate Plan
Asset Protection

Why You Need an Estate Plan

Do you know what will happen to your property, belongings and debt when you die? What about your children? If you haven’t created an estate plan, now’s the time to start. Here’s how.

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How to Plan in a Time of Uncertainty
Charitable Planning

How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

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Do You Want to Be an Executor?
Asset Protection

Do You Want to Be an Executor?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.

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What are Benefits of Pre-Planning My Funeral?
Estate Planning

What are Benefits of Pre-Planning My Funeral?

Questions around death planning can feel overwhelming: Cremation or burial or natural organic reduction? What will your family want, and what will it cost? Do you really need to think about all this if you’re young and healthy right now—or can you put off these decisions until you’re older or dealing with a life-threatening illness?

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