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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • 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
  • 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: Wills & Trusts

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

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Leaving Inheritance to Estranged Family Members: What Should You Consider?
Asset Protection

Leaving Inheritance to Estranged Family Members: What Should You Consider?

Leaving an inheritance to estranged family members can create more harm than good.  However, understanding your options can help you make a decision that brings peace.

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December 17, 2024
Six Assets to Keep Out of an Estate Plan
Estate Planning

Six Assets to Keep Out of an Estate Plan

By carefully considering what to include in your estate plan—and what to leave out—you can help your family avoid unnecessary conflict and heartache.

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December 16, 2024
How Can a Will Be Changed?
Estate Planning

How Can a Will Be Changed?

While a codicil provides flexibility, frequent amendments can complicate estate planning and create room for misunderstandings.

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December 13, 2024
Wealth Protection Through Estate Planning
Asset Protection

Wealth Protection Through Estate Planning

Estate planning is crucial and beneficial in many ways since it documents all your assets—from real estate, bank accounts, investments and business interests to personal items, like family heirlooms and even your monthly subscriptions.

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December 12, 2024
How Professionals Use Estate Planning
Business Succession

How Professionals Use Estate Planning

Estate planning is essential for professionals looking to secure their financial legacy and protect their assets.

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December 11, 2024
How Do You Estate Plan with Cryptocurrency?
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How Do You Estate Plan with Cryptocurrency?

Without a solid plan, your digital wealth could vanish, leaving your loved ones with nothing.

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December 9, 2024
How to Prepare for the Financial Impact of a Spouse’s Death
Advanced Directives

How to Prepare for the Financial Impact of a Spouse’s Death

When a spouse dies, money is often the furthest from a surviving spouse’s mind.

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December 6, 2024
Millennials Need Estate Planning
Estate Planning

Millennials Need Estate Planning

I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.

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December 5, 2024
What Is Needed for End-of-Life Planning?
Advanced Directives

What Is Needed for End-of-Life Planning?

To ensure that you don’t become a burden to your family as you approach the end of your life, planning is essential.

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December 4, 2024
How to Get Guardianship of a Parent: A Step-by-Step Guide
Estate Planning

How to Get Guardianship of a Parent: A Step-by-Step Guide

When a parent can no longer make decisions, guardianship can be a powerful tool to protect their needs.

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December 3, 2024
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Our Mesa Office

2500 S Power Road
Bldg 14 Suite 132
Mesa, AZ 85209


Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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