You’ve Worked Hard for a Lifetime
We’ll Work Equally Hard to Protect Your Family’s Legacy.
A Trust based estate plan is a mechanism whereby the Trustmaker continues to control their own property and affairs during their lifetime but allows for a private (non-court) way for a successor Trustee to manage their property for the benefit of one or more beneficiaries.
A revocable living trust may be amended or revoked during the Trustmaker’s lifetime, and if properly drafted may provide substantial tax, creditor and remarriage protection in addition to providing opportunities for the care and protection of your children and grandchildren.
You should include a Will in any estate plan.
A Trust based estate plan needs to incorporate a “pour over” Will, which accounts for things that were not properly transferred to a Trust during lifetime. Under a Will based estate plan, the Will is the document that will enable your assets to be distributed and your affairs handled pursuant to your personal instructions. It’s important to note that if any property is passing through either type of Will, it must also go through the court driven probate process. The Will also documents your wishes concerning who shall be the guardian and or conservator of your minor children.
We can help with you with:
- Revocable Living Trust
- Creation of a Trust
- Funding a Living Trust
- Simple Wills
- Living Wills
- Codicils & Amendments
- Restatements to Existing Estate Plans
- Financial Power of attorney
- Health Care Power of Attorney
- Charitable Trusts
- Life Insurance Trusts (ILITS)
- Qualified Personal Residence Trust (QPRT)
- Advance Tax Planning
- Irrevocable Gifting Trusts
- Family Limited Partnerships (FLP)
- Limited Liability Companies (LLC)
- Trust Administration
- Small Estate Administration
- Probate & Trust Litigation Services
But Why Do I Need an Arizona Estate Planning Lawyer?
Estate Planning is all about getting your property from you to your beneficiaries in as simple a manner as possible while still making your wishes clear and legally binding. There are several methods used to accomplish estate planning objectives.
Our Arizona estate planning attorneys can help you avoid problems with proper planning in advance to protect your family’s legacy in the best manner possible. Call us today.
We can help you.
- Understand what to do after the death of a loved one.
- Become further educated about Arizona estate planning issues and options regarding trusts, wills, taxes and family based planning.
Probate and Trust Services
- Arizona Probate Administration
- Trust Administration
- Trust Funding
- Small Estate Administration in Arizona
- Probate & Trust Litigation Services
You’ve Worked Hard for a Lifetime
We’ll Work Equally Hard to Protect Your Family’s Legacy.
A Trust based estate plan is a mechanism whereby the Trustmaker continues to control their own property and affairs during their lifetime but allows for a private (non-court) way for a successor Trustee to manage their property for the benefit of one or more beneficiaries.
A revocable living trust may be amended or revoked during the Trustmaker’s lifetime, and if properly drafted may provide substantial tax, creditor and remarriage protection in addition to providing opportunities for the care and protection of your children and grandchildren.
We can help with you with:
- Revocable Living Trust
- Creation of a Trust
- Funding a Living Trust
- Simple Wills
- Living Wills
- Codicils & Amendments
- Restatements to Existing Estate Plans
- Financial Power of attorney
- Health Care Power of Attorney
- Charitable Trusts
- Life Insurance Trusts (ILITS)
- Qualified Personal Residence Trust (QPRT)
- Advance Tax Planning
- Irrevocable Gifting Trusts
- Family Limited Partnerships (FLP)
- Limited Liability Companies (LLC)
- Trust Administration
- Small Estate Administration
- Probate & Trust Litigation Services
But Why Do I Need an Arizona Estate Planning Lawyer?
Estate Planning is all about getting your property from you to your beneficiaries in as simple a manner as possible while still making your wishes clear and legally binding. There are several methods used to accomplish estate planning objectives.
Our Arizona estate planning attorneys can help you avoid problems with proper planning in advance to protect your family’s legacy in the best manner possible. Call us today.
We can help you.
- Understand what to do after the death of a loved one.
- Become further educated about Arizona estate planning issues and options regarding trusts, wills, taxes and family based planning.
Probate and Trust Services
- Arizona Probate Administration
- Trust Administration
- Trust Funding
- Small Estate Administration in Arizona
- Probate & Trust Litigation Services
WISE PLANNING FOR THE FUTURE
We are committed to advising clients on how to plan in light of rapidly changing tax laws and economic conditions. In this role, we seeks not only to advise clients of changes in the law, but also to develop planning strategies that enable clients to take full advantage of those changes for the benefit of themselves and their families.
How Can I Help You?
WISE PLANNING FOR THE FUTURE
We are committed to advising clients on how to plan in light of rapidly changing tax laws and economic conditions. In this role, we seeks not only to advise clients of changes in the law, but also to develop planning strategies that enable clients to take full advantage of those changes for the benefit of themselves and their families.