7 Reasons to Update Your Estate Plan
Your estate plan is not a “set-and-forget” kind of strategy. There are certain life events and circumstances that warrant your updating this important set of documents.
“We believe in providing our clients extraordinary service,
while achieving exceptional results.”
“We believe in providing our clients extraordinary service,
while achieving exceptional results.”
– Donald A. Loose, Principal & Founder
Estate Planning Scottsdale | Phoenix | Tucson Arizona
Wealth management is not just for the wealthy – everyone should have an estate plan. At the heart of estate planning is wealth preservation, family protection, and succession planning. It’s about knowing the answers to some basic questions: What am I leaving behind to my heirs? Who will make important financial and medical decisions for me when I’m unable? How much of my wealth could be lost to taxes and fees?
An estate plan brings peace of mind around the legacy you’re leaving behind.
A typical estate plan involves the employment of a will and revocable trust for disposition of assets; a living will and health care powers of attorney for health care decisions; and a power of attorney for delegation of financial authority.
What are the benefits of hiring local Estate Planning attorney?
A good estate planning attorney will help you pay the least amount of estate and gift taxes, avoid probate, and can implement important health care directives.
Every case is unique. Before providing recommendations, your attorney will listen to your needs and wishes first. You should expect them to have more questions than answers in the beginning. As they learn about your situation, a high quality estate planning Scottdale | Phoenix | Tucson | Show Low attorney will guide you through this process thoughtfully and strategically, explaining the basis for decisions along the way.
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- 40+ Years in business
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