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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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How to Balance Love and Legacy in a Second Marriage?
Estate Planning

How to Balance Love and Legacy in a Second Marriage?

Navigating the complexities of blended families requires careful consideration of both emotional dynamics and legal rights to ensure that everyone’s interests are protected.

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January 28, 2025
Is Having a Will Important?
Estate Planning

Is Having a Will Important?

In an unpredictable world, having a will is one of the most important steps you can take to protect your loved ones and your legacy.

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January 27, 2025
Estate Planning Steps to Contemplate in 2025
Asset Protection

Estate Planning Steps to Contemplate in 2025

Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.

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January 24, 2025
Is It Better to Transfer Assets before Death?
Asset Protection

Is It Better to Transfer Assets before Death?

As the saying goes, ‘It’s better to give with a warm hand than a cold one.’ Giving generously while you’re alive can be more meaningful and impactful.

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January 23, 2025
Do I Need More Than a Will for My Estate Plan?
Estate Planning

Do I Need More Than a Will for My Estate Plan?

Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, although necessary, is not sufficient.

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January 22, 2025
What Happens If Aging Parents Won’t Discuss or Are Ill-Informed about Estate Planning?
Estate Planning

What Happens If Aging Parents Won’t Discuss or Are Ill-Informed about Estate Planning?

What should you do if your parents have asked you to help manage their estate plan, but they refuse to tell you what their estate plan is—or to answer any of your questions?

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January 21, 2025
How to Change the Trustee of a Revocable Living Trust
Estate Planning

How to Change the Trustee of a Revocable Living Trust

A revocable living trust offers flexibility, including the ability to change trustees as circumstances evolve. An estate planning attorney helps ensure a seamless transition, protecting your intentions and safeguarding beneficiaries from potential conflicts.

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January 20, 2025
Is Your Estate Plan Ready for 2025?
Estate Planning

Is Your Estate Plan Ready for 2025?

While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.

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January 17, 2025
Does Talking with Heirs About Estate Plans Keep Families Closer?
Asset Protection

Does Talking with Heirs About Estate Plans Keep Families Closer?

Warren Buffet shared advice on discussing inheritance with children in a nearly 1,500-word letter.

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January 16, 2025
Discussing Estate Planning in the Holiday Season
Estate Planning

Discussing Estate Planning in the Holiday Season

Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.

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January 15, 2025
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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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