“We believe in providing our clients extraordinary service,
while achieving exceptional results.”
– Donald A. Loose, Principal & Founder
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.
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.
While a will is a fundamental estate planning tool, establishing a trust can offer a more versatile and efficient approach to transferring wealth and providing for future generations.
You’ve come to the right place and we’re confident our track record speaks for itself.
The decision as to which business entity to choose generally involves both legal and tax considerations, and should be made only after careful review and analysis of the nature of business to be conducted, the number and type of owners, the required capital contributions, the expected number of employees, and the anticipated annual revenue.
The firm’s attorneys have represented individuals and businesses in construction cases, contract cases, family law cases, legal malpractice cases, personal injury and wrongful death cases, and trust and estate cases.
