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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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Mom Left Me Her IRA
Estate Administration

How Do I Know If Mom Left Me Her IRA?

My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father.,  However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?

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November 26, 2020
Avoiding estate battles - knight kneeling
Advanced Directives

Estate Battles Over Personal Property Distribution

Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.

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November 24, 2020
Protect an Estate Candle
Asset Protection

Act Quickly to Protect an Estate

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

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November 23, 2020
Ask Parents about Estate Planning
Elder Law

How Do You Ask Parents about Estate Planning?

Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.

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November 21, 2020
Prince’s Estate
Asset Protection

Prince’s Estate Hits the IRS with Million Dollar Lawsuit

Prince’s sudden death in 2016 triggered numerous court proceedings. First, probate documents had to be filed in court because Prince died without a will.

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November 20, 2020
Before 2020 Ends
Asset Protection

Estate Planning Actions Before 2020 Ends

If you have not already been inundated with invitations to webinars, articles and newsletters regarding  estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.

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November 19, 2020
Benefit from a Roth IRA
Asset Protection

How to Benefit from a Roth IRA and Social Security

Although Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.

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November 16, 2020
What are My Housing Options as a Senior?
ALTCs

What are My Housing Options as a Senior?

Retirement brings with it many changes. Your income may be reduced, and your lifestyle may evolve as well. The big house where you raised kids may no longer fit your needs or your budget.

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November 14, 2020
How Important Is Avoiding Probate?
Asset Protection

How Important Is Avoiding Probate?

Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.

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November 13, 2020
Protect Your Estate with Five Facts
Asset Protection

Protect Your Estate with Five Facts

The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.

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November 12, 2020
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Practice Areas

Conservatorship Lawyer Mesa, AZ

Guardianship Lawyer Mesa, AZ

Probate Court Lawyer Mesa AZ

Wills Lawyer Queen Creek AZ

Estate Administration Lawyer Mesa, AZ

Living Trust Lawyer Mesa, AZ

Trust Lawyer Queen Creek AZ 

Probate Lawyer Queen Creek AZ

Probate Lawyer Gilbert AZ

Estate Planning Lawyer Queen Creek AZ

Living Trust Lawyer Queen Creek AZ 

Guardianship Lawyer Queen Creek 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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