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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • 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
  • Testimonials
  • 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: Trust Administration

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

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How Do I Give Assets to Minor Grandchildren in My Will?
Asset Protection

How Do I Give Assets to Minor Grandchildren in My Will?

You have many options to make sure your wishes are followed after you die.

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March 17, 2022
What Can’t I Forget in My Will Now that I’m 50?
Estate Planning

What Can’t I Forget in My Will Now that I’m 50?

Without a will, decisions made about your property and assets will be handed over to local courts, which can make an already challenging time even harder for your loved ones.

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March 16, 2022
How Do You Pass Down a Vacation Home?
Asset Protection

How Do You Pass Down a Vacation Home?

If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.

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March 15, 2022
Who Is the Best Choice for Power of Attorney?
Asset Protection

Who Is the Best Choice for Power of Attorney?

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.

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March 14, 2022
What Should I Know about Conservatorships?
Asset Protection

What Should I Know about Conservatorships?

Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.

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March 10, 2022
Do You Have to Go through Probate When Someone Dies?
Asset Protection

Do You Have to Go through Probate When Someone Dies?

The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.

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March 9, 2022
When Does Someone Need a Guardian?
Dementia

When Does Someone Need a Guardian?

Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.

Read More »
March 8, 2022
Does Your Will and Estate Planning Documents Need to Be Updated?
Estate Administration

Does Your Will and Estate Planning Documents Need to Be Updated?

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

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March 7, 2022
What was Stephen Sondheim Estate Plan?
Charitable Planning

What was Stephen Sondheim Estate Plan?

Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.

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March 4, 2022
Does the Executor Control Bank Accounts?
Asset Protection

Does the Executor Control Bank Accounts?

Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.

Read More »
March 3, 2022
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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

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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

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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