Wills and Trusts
Provide Peace of Mind

Do you have an estate plan
in place?

Estate planning isn’t about how much money you have – it doesn’t matter if you have $30,000 or $300,000 – you should still have a plan in place. Not only can estate planning address control over your assets, it can also determine who is in charge should you become incapacitated. Making your plans ahead of time can ensure that things go how you want them to, avoiding unnecessary confusion and stress during times of crisis.

We know that determining which estate planning documents are right for you can be confusing and stressful. We are here to help you explore your options and make the selections that best fit you and your family situation.

Wills and Trusts and Powers of Attorney are just some of the documents you may wish to employ. All of these documents have specific roles to play in effective estate planning.

Most importantly, having the right combination of documents in place can be a loving gift for your spouse and heirs, shielding them from unnecessary legal and court fees, providing privacy, and protecting them from stress and chaos during a time of grieving.

We are here to help

We offer a free-of-charge 45 minute estate planning consultation to help you get organized and on the right track.

Once you are ready to move forward, our experienced planners will guide you through a simple and affordable four-step process that will help to ensure your estate planning goals are met and your documents are complete. Our clients tell us that they feel as if a weight has been lifted once their planning is complete.  Everyone deserves to feel the security of having documents in place.

Understanding Estate Planning Documents

Revocable Living Trust

There are many variations of trusts to select from - and Living Trusts can contain language and instructions that are unique to you and your family.  A Revocable Living Trust can protect your assets during your lifetime.  As the creator (Trustee) of the trust, you remain in control over your assets while you are living.  Upon the event of your death the revocable living trust provides a set of instructions for the distribution of your estate.  Living trusts can help you to avoid probate, protect your spouse, maintain your privacy, and bequeath gifts to charities and take care of special needs children.

Power of Attorney

A power-of-attorney is a document that allows you to appoint a trusted individual or organization as an agent to make healthcare, mental health, and financial decisions on your behalf should you become incapacitated.  At the time of your death your power-of-attorney is no longer in effect.

Last Will and Testament

A Last Will and Testament is a document that establishes who will inherit your assets, how and when they will inherit it, and who will be in charge of settling your affairs after you are gone.  If you have minor children, your last will and testament may also include guardianship instructions for your young children until such time as they become adults.

Living Will

Not to be confused with a Last Will and Testament, the Living Will details your end of life decisions.  If at any point you are unable to communicate your wishes (an example may be because you are in a coma, or because a doctor has diagnosed you as being unable to do so).  A Living Will enables your family and physicians to follow your wishes per your instructions.

Do I need a Will or a Trust?

Not everyone needs a Living Trust. The best way to determine which documents are best for you and your family is to take advantage of a one-on-one consultation. There is no charge for this initial appointment, and by the end – you will have a good understanding of which documents may best enable you to accomplish your goals.  

We understand it can be hard to get  started. Call our office and our friendly staff will find a time that best works for your schedule.

Most common estate planning concerns include:

  • Probate and Probate Court Costs.
  • Taxation and Estate Taxes.
  • Incapacity and Mental Deterioration.
  • Guardianship and legacy Planning for Children.
  • Privacy and Protection of Assets.
  • Giving to Charity.
  • Taking care of Special Needs Family Members.
  • Heirs with Addiction Issues.

How do I get Started?

Get answers to your most pressing questions during our Free of Charge Consultation. The best way to get started is to call and schedule a time to meet.  During your consultation we will help you to address any concerns that may be stopping you from moving forward. We assist Arizona families in reaching their estate planning goals every day.  You will be amazed at how good it feels to have your own plan in place.

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