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

How Do I Disinherit a Child?
Advanced Directives

How Do I Disinherit a Child?

When these types of situations arise, there are many steps you can take to avoid your will from being contested by individuals who believe they are entitled to receive your assets.

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What to Do First when Spouse Dies
Estate Administration

What to Do First when Spouse Dies

After a loved one dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.

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Is an Irrevocable Trust a Good Idea?
Asset Protection

Is an Irrevocable Trust a Good Idea?

Like a lot of estate planning vehicles, irrevocable trusts work very well for some purposes—particularly for tax avoidance and asset protection—and not so well for other purposes.

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Should I Create Estate Plan Myself?
Advanced Directives

Should I Create Estate Plan Myself?

The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.

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