Estate Planning, Probate, Small Business, & Asset Protection Attorneys

Common Myths about Estate Planning

Common Myths about Estate Planning

Estate Planning is a very complicated area of the law where myths abound and they can be harmful to you and your loved ones. Below is a list of common myths about Estate Planning: If I have a good Will, Probate will not be required, and my assets can be transferred immediately to the beneficiaries… Continue Reading

Design Your Life! FREE VA Benefits Workshop – Nov 15

Design Your Life! FREE VA Benefits Workshop – Nov 15

Do you really know everything you are entitled to? Join us to get a general overview of VA benefits, covering compensation, pension, and funeral/burial benefits. LUNCH WILL BE PROVIDED. WEDNESDAY, NOV. 15 / 11 AM LOCATION:  13738 W. Camino del Sol, Sun City West RSVP BY NOV 14th: (623) 584-6299 Continue Reading

What To Do With A Confusing, Old Trust?

What To Do With A Confusing, Old Trust?

Estate plans evolve. Or at least they should. Any plan that fails to achieve your goals and doesn’t match your current financial and family circumstances is out of date and is in need of an overhaul. How do you know if you have an Outdated Estate Plan? If you signed a will or trust in… Continue Reading

Use These Tips To End The Year On A High Note

Use These Tips To End The Year On A High Note

You may already be done with your tax returns (or maybe you even finished them in time for the April deadline!). October 16, 2017 is the deadline to file your 2016 federal and state income tax returns. But even after your returns are filed, there are still a few items on your financial to-do list.… Continue Reading

When Should My Estate Plan be Updated?

For those of you that already have an Estate Plan of some kind (Will, Trust, Powers of Attorney, etc.), I bet these documents are collecting dust on the shelf and have not been looked at for months, if not years! If you don’t have an Estate Plan, then you need to get one as soon… Continue Reading

Wills For Heroes

Very grateful to be a part of the Wills for Heroes organization and helping to give back to their cause. Recognition is unneeded but appreciated! Wills for Heroes programs provide essential legal documents free of charge to our nation’s first responders, including wills, living wills, and powers of attorney. By helping first responders plan now,… Continue Reading

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