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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

Tag: Estate Planning Lawyer

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

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Why Don’t Most American have an Estate Plan?
Asset Protection

Why Don’t Most American have an Estate Plan?

Just 34% of adult Americans have an estate plan and 37% of respondents said they didn’t have a plan at the ready.

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November 18, 2022
What Is a Living Will?
Advanced Directives

What Is a Living Will?

An element of advance care planning, a living will is a legal document that provides specific instructions on how to carry out your wishes to receive or decline such treatments when you otherwise can’t communicate those wishes yourself.

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November 9, 2022
How Do I Ask My Parents About Their Estate Plan?
Asset Protection

How Do I Ask My Parents About Their Estate Plan?

Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.

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November 5, 2022
Is Your Business Included in Estate Plan?
Asset Protection

Is Your Business Included in Estate Plan?

When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.

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November 3, 2022
What Do I Need to Do When a Loved One Dies?
Estate Planning

When a Loved One Dies

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.

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November 2, 2022
Important Documents in Your Estate Plan
Estate Planning

Important Documents in Your Estate Plan

There are two documents everyone needs in their estate plan:  The Durable Power of Attorney (DPOA) and a Health Surrogacy or Advanced Health Directive.

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October 28, 2022
What Is an Estate Plan?
Asset Protection

What Is an Estate Plan?

Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.

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October 27, 2022
What is a Life Estate?
Asset Protection

What is a Life Estate?

Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.

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October 25, 2022
Who Inherits Queen Elizabeth II’s Fortune?
Asset Protection

Who Inherits Queen Elizabeth II’s Fortune?

Is Prince Charles III the sole heir of Queen Elizabeth’s fortune?

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October 17, 2022
What’s a ‘Pot Trust’?
Asset Protection

What Exactly Is A ‘Pot Trust’?

A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.

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October 12, 2022
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Suite 132
Mesa, AZ 85209

Phone Number: (602) 910-4068

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1425 S. Higley Road #106
Gilbert, AZ 85296

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