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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

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

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Is Estate Planning Affected by Property in Two States?
Asset Protection

Is Estate Planning Affected by Property in Two States?

When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.

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April 29, 2022
Can I Plan My Estate to Avoid Leaving Residual Assets?
Asset Protection

Can I Plan My Estate to Avoid Leaving Residual Assets?

What Is Residuary Estate?

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April 25, 2022
Estate Planning Tools and the Ones You Must Have
Estate Planning

Estate Planning Tools and the Ones You Must Have

Like DMX and Prince, many Black Americans have failed to participate in the estate planning process.

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April 5, 2022
Is Life insurance a Good Idea?
Asset Protection

Is Life insurance a Good Idea?

According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn’t even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.

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March 31, 2022
How Do I Give Assets to Minor Grandchildren in My Will?
Asset Protection

How Do I Give Assets to Minor Grandchildren in My Will?

You have many options to make sure your wishes are followed after you die.

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March 17, 2022
What Legal Terms in Estate Planning do Non-Lawyers Need to Know?
Asset Protection

What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

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February 28, 2022
How to Check the Validity of a Will
Estate Planning

How to Check the Validity of a Will

Without a valid will, a person’s estate passes to their surviving heirs under intestate succession (i.e., ‘succession without a will’).

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February 16, 2022
Should I Place My Home in a Trust?
Estate Administration

Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.

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February 14, 2022
Why Should I Name a Beneficiary?
Asset Protection

Why Should I Name a Beneficiary?

Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.

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February 2, 2022
What a Will Can and Cannot Do
Estate Planning

What a Will Can and Cannot Do

A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.

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January 31, 2022
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Practice Areas

Conservatorship Lawyer Mesa, AZ
End-Of-Life Planning Lawyer Mesa, AZ
Estate Planning Lawyer Mesa, AZ
Guardianship Lawyer Mesa, AZ

Wills And Trusts Lawyer Mesa, AZ
Living Will Lawyer Mesa, AZ
Business Formation Lawyer Mesa, AZ

Estate Administration Lawyer Mesa, AZ
Asset Protection Lawyer Mesa, AZ
Living Trust Lawyer Mesa, AZ

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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

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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