Estate Planning Phoenix

Estate Planning

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.

What Are the Basics of Estate Planning Your Clients Need to Know?

From Carla’s interview for the Masters series on ReelLawyers.com

The basics of probate that my clients—and really anyone—should know is that it’s not a scary process. Probate is simply the process by which someone is given authority, usually by the court, to gather up a person’s assets—everything they own, whether that’s Uncle Joe’s car, your grandmother’s house, or a bank account.

Once those assets are collected, you pay any outstanding debts, and then distribute what’s left to the appropriate people. This happens whether the person died with a will or without one. If they die without a will, the state they lived in has a plan for where their things go—usually to their closest family members.

Estate planning services we provide:

  • Wills
  • 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
  • Probate
  • 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.

We Want To Help You!

Schedule an appointment with one of our lawyers.

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