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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: Wills & Trusts

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

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How to Locate Missing Assets in Estate Administration
Asset Protection

How to Locate Missing Assets in Estate Administration

Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.

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February 5, 2025
How to Discuss Estate Planning with Aging Parents and Adult Children
Estate Planning

How to Discuss Estate Planning with Aging Parents and Adult Children

Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.

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February 4, 2025
Why Your Children Need You to Complete Your Estate Planning
Estate Planning

Why Your Children Need You to Complete Your Estate Planning

Between work, carpooling, after-school activities, and random time-consuming obligations that arise in daily life, estate planning can be put on the back burner.

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February 3, 2025
Mesa estate planning attorney
Asset Protection

Estate Planning Mistakes: Leaving Your House to Your Children

The home represents a large portion of the estate of many Americans. You, therefore, may intend to leave your family home to your children, as it is an asset that should retain its value over time.

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February 2, 2025
The Executor's Checklist: Key Responsibilities and Timelines for Probate
Estate Planning

The Executor’s Checklist: Key Responsibilities and Timelines for Probate

Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.

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January 31, 2025
Can You Make a Will in a Video?
Estate Planning

Can You Make a Will in a Video?

Why the written word is still the final word in estate planning.

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January 30, 2025
How to Choose a Successor Trustee?
Estate Planning

How to Choose a Successor Trustee?

You’ve set up a trust to protect your assets and your beneficiaries. However, you still must choose the right person to execute your wishes.

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January 29, 2025
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
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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

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