Estate planning is all about ensuring that your assets end up in the right hands. But when circumstances and relationships change, so can your estate plan. Sometimes this means having to disinherit someone from your will.  Disinheritance is always a sensitive and difficult decision. Understanding how...

Estate planning can get complicated. Especially when it involves distributing wealth among the members of a large family. For families that have built up substantial assets over multiple generations, maintaining harmony between family members takes some careful handling.  To shed some light on the steps you...

Who We Are In the early 1980’s, Stephen Phelps, an Arizona native, closed his piano studio and decided to help bring peace of mind to people through preparing living trusts. He worked to educate people on what a trust is, how it benefits them, protects them,...

Next webinar
starting soon
Free Webinar