There are many reasons for having an estate plan of your own. The primary reason is that if you do not have your own plan, the IRS and the state of Arizona will create one for you. They, not you, will decide how your assets are distributed and your estate is administered. The result? You, your heirs and your legacy will likely suffer some painful unintended consequences.
Given the advantages of having your own estate plan, it is equally important to have the right estate administration attorney in Phoenix design your plan. Our estate planning lawyers have a level of experience and knowledge of the law which allows us to go well beyond the traditional approaches of an estate planning attorney. We can help you and your family avoid inter-family quarreling, take advantage of recent changes to the law to protect as many of your assets as possible; minimize taxes; preserve your wealth for your enjoyment today and that of your loved ones after you are gone; prepare in advance the health care requirements that come with growing older; and much more.
We are conveniently located in mid-town Phoenix.
Here are some of the services we provide:
- Trusts, including Revocable Living Trusts, Special Needs Trusts, Dynasty Trusts, Irrevocable Trusts, Life Insurance Trusts, Qualified Personal Residence Trusts, Retirement Trusts, Minors’ Trusts, Generation-Skipping Trusts, Charitable Trusts, and more
- Gifting Programs
- Asset Protection
- Charitable Planning
- Powers of Attorney
- Health Care Directives
- HIPAA Authorizations
- Family Limited Partnerships
We will review your existing plan and, chances are, put our experience to work on your behalf to make it better.