ESTATE PLANNING LAWYER SERVING GILBERT, CHANDLER, TEMPE, MESA, AZ & SURROUNDING AREAS

YOU'VE WORKED HARD FOR A LIFETIME WE'LL WORK EQUALLY HARD TO PROTECT YOUR FAMILY'S LEGACY

The purpose of using an Arizona estate planning lawyer is to ensure that you will be able to make use of and enjoy your property to the fullest. An effective estate plan allows you to pass your estate to your loved ones. 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 remar- riage protection in addition to providing opportunities for the care and protec- tion 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.

VISIT OUR OFFICES IN MAJOR FINANCIAL CENTERS AROUND THE WORLD.

Although we are arizona attorneys located in mesa we provide legal services to the entire state of arizona including but not limited to the cities of phoenix, gilbert, chandler, tempe, apache junction, glendale, scottsdale, globe, payson, flagstaff, yuma, prescott, bullhead city, kingman and many other cities in maricopa county and pinal county.

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.

living trusts

codicils & amendments

charitable trusts

flc & llc

trust funding

advance tax planning

special needs trust

last will & testament

WE CAN HELP WITH YOU WITH

REVOCABLE LIVING TRUST

CREATION OF A TRUST

FUNDING A LIVING TRUST

SIMPLE WILLS

LIVING WILLS

CHARITABLE TRUSTS

CODICILS & AMENDMENTS

HEALTH CARE POWER OF ATTORNEYATTORNEY

FINANCIAL POWER OF ATTORNEY

REVOCABLE LIVING TRUST

RESTATEMENTS TO EXISTING ESTATE PLANS

LIFE INSURANCE TRUSTS (ILITS)

QUALIFIED PERSONAL RESIDENCE TRUST (QPRT)

ADVANCE TAX PLANNING

IRREVOCABLE GIFTING TRUSTS

FAMILY LIMITED PARTNERSHIPS (FLP)

LIMITED LIABILITY COMPANIES (LLC)

TORNEY

TRUST ADMINISTRATION

ATTORNEY

SMALL ESTATE ADMINISTRATION

PROBATE & TRUST LITIGATION SERVICES

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

Our attorneys prepare wills and trusts that enable our clients to achieve their estate planning objectives in a tax efficient manner. We counsel clients on ways to avoid probate, protect assets from creditors, ensure that children do not receive too much before an appropriate age, and minimize the taxes incurred when transferring wealth to successive generations.

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

CLIENT QUOTES

TESTIMONIALS

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I found Kevin and Sara to be very helpful, informative and most of all, answered questions thoroughly. I would highly recommend your law firm to anyone in need of legal advice. Thank you.

J.C.

Always cordial and prompt when returning our questions. Very honest and represented us in the most ethical way. I have referred him to three other friends due to our trust built with Kevin.

P.S.W.

I am very pleased with the procedures and detailed updates given to me. I feel I am kept in the loop as this case evolves. The staff is very helpful and very professional. I will definitely recommend your office.

T. F.

Thank you so much for everything guys! I haven't said it I don't think, and I really am very thankful and grateful for all you guys do and have done since my accident. You guys are amazing!!!

R.O.

I just wanted to say thank you for taking good care of me yesterday. He was so professional and I feel like I have the best team behind me. I am feeling safe and confident.

T.K.G.

Kevin, Thank you so much for helping us out. I appreciate all of the work you have done for us over the past 4 years. You have truly been a great lawyer and generous person.

B.S.