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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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Addressing Vacation Home in Another State in Estate Planning
Asset Protection

Addressing Vacation Home in Another State in Estate Planning

So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?

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August 10, 2022
What Is an ‘Ethical Will’?
Estate Planning

The Meaning And Purpose Of An Ethical Will

Ethical wills first began to appear in the 1990s, usually in the form of a “legacy letter” written just before a person died and then bolted onto their main will as an appendix.

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August 5, 2022
What’s Involved with Being a Trustee?
Asset Protection

What’s Involved with Being a Trustee?

Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

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August 4, 2022
What Does a Blended Family Need to Know about Finances?
Asset Protection

What Does a Blended Family Need to Know about Finances?

When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.

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August 2, 2022
How Do I Maximize My IRA?
Estate Planning

How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.

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July 26, 2022
Is a Trust a Good Idea?
Estate Planning

Is a Trust a Good Idea?

What will happen to your assets when you can no longer manage them?

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July 21, 2022
Did Actor Ray Liotta Have an Estate Plan?
Asset Protection

Did Actor Ray Liotta Have an Estate Plan?

After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.

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July 20, 2022
What Is a TOD Beneficiary?
Asset Protection

What Is a TOD Beneficiary?

A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.

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July 13, 2022
What Is Justin Timberlake Doing with His Estate Planning?
Asset Protection

What Is Justin Timberlake Doing with His Estate Planning?

Justin Timberlake is cashing his chips in at the window.

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July 12, 2022
Do I Need an Estate Plan If I’m 25?
Asset Protection

Do I Need an Estate Plan If I’m 25?

As soon as you are an adult, you should have an estate plan in place.

Read More »
July 11, 2022
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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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