New Mexico Financial & Estate Planning Attorneys

New Mexico Financial & Estate Planning Attorneys Peace of mind begins with a plan! Wills & Trusts • Power of Attorney • Estate Planning • Probate •

09/30/2026

As a beneficiary, heir, or interested party, what can you do if you believe an executor is mismanaging an estate? Here’s what you need to know. ⚖️

09/22/2026

Making updates to your will? You may be wondering whether a codicil is enough or if it’s time for a new will.✍️

09/15/2026

Not sure what your duties are as a successor trustee? Here’s where to start.✔️

On this day, we remember the lives lost on September 11, 2001, and honor the first responders, service members, and coun...
09/11/2026

On this day, we remember the lives lost on September 11, 2001, and honor the first responders, service members, and countless individuals whose courage and selflessness brought hope during an unimaginable tragedy.

We hold the victims, survivors, and their families in our hearts and reflect on the unity and compassion that brought our nation together.

May their memories never fade, and may we always honor their legacy. 🇺🇸❤️

09/10/2026

Survivor life insurance works a little differently than a traditional policy. Here’s how it can help protect your family and support your estate plan. 🧑‍🧑‍🧒‍🧒📄

As Labor Day approaches, we take a moment to recognize the dedication, achievements, and valuable contributions of worke...
09/03/2026

As Labor Day approaches, we take a moment to recognize the dedication, achievements, and valuable contributions of workers throughout our community and across the nation. 🇺🇸

In observance of the holiday, our office will be closed on Monday, September 7, 2026, and will resume regular business hours on Tuesday, September 8, 2026.

We hope everyone enjoys a safe and restful holiday weekend!

This past Friday, we had the pleasure of presenting at the New Mexico Society of CPAs on Medicaid and Elder Law Planning...
09/02/2026

This past Friday, we had the pleasure of presenting at the New Mexico Society of CPAs on Medicaid and Elder Law Planning. 📚

Thank you to everyone who joined us, both in person and virtually! We’re grateful for the opportunity to share valuable information with our community and look forward to hosting more educational seminars in the future.😊

08/26/2026

Thinking about revoking a will? Here’s what you need to know beforehand. 📄❌

08/17/2026

What’s the difference between an heir, beneficiary, and agent? Let’s break it down. 💼

08/13/2026

Not sure where to start with an estate plan? Here’s what you need to know. ✍️

Address

320 Gold Avenue SW Suite 1401
Albuquerque, NM
87102

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5am
Wednesday 9am - 5am
Thursday 9am - 5am
Friday 9am - 4am

Telephone

+15055031637

Website

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