Incapacity & Disability Planning
Life hits us hard sometimes and often without notice. Incapacity or disability can creep up slowly or alter your life in an instant. As with other things in our [...]
4 Reasons To Review Your Estate Plans
An ancient philosopher once said “there is nothing so constant as change.” With each new event in our lives, we assess our current path and make corrections as needed. [...]
Buy-Sell Agreements Estate Planning For Your Company
Estate Planning Is One Of The Most Important Things A Person Can Do For Their Company Properly executed estate plan documents provide an orderly way to take care of [...]
What To Do When You Retire & How To Get The Best Of Out It
What To Do In Retirement When it comes to retirement, there’s no ‘one-size-fits-all.” That’s good, because retirees are a diverse group. Some prefer a quiet life, while others want [...]
Estate Planning – Ways To Protect Your Most Important Documents
We like to protect things. Children, pets, ourselves, our homes – all important things we try to keep from harm. And records, too. Financial records, family history, and, of [...]
Handing Over The Keys: Transferring Your Business To Your Family
Business Transfers Within The Family Maybe you’ve considered the question of whether to retire or whether to keep running your business. And you’ve decided it’s time to trade in your [...]
Arizona Ancillary Probate
Managing the probate process for an estate can be complicated, and even more so when the decedent lives in one state and owns property in another. If a member of [...]
Gifting – What Assets Are Eligible?
Most people enjoy giving presents and watching people open them. Gifting is also an important tool used while preparing an estate plan, but some gifts may be taxable by the [...]
Strategies For Reducing Taxes
Benjamin Franklin said, “In this world nothing be said to be certain, except death and taxes.” Most of us pay taxes like income tax, sales tax, and capital gains tax. [...]
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2701 W. Queen Creek Rd. #3
Chandler, AZ 85248
Call (480) 418-8448 to schedule a visit. We look forward to meeting with you!
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