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
Looking for an Estate Planning Attorney in 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 a great 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 attorney will guide you through this process thoughtfully and strategically, explaining the basis for decisions along the way.
Whitney Giller
September 9, 2023.
This is an excellent group for Estate Planning. Everybody was so nice and knowledgeable. They answered all my questions, and gave me great solutions. I will definitely come back.
Ben Weidner
September 5, 2023.
Excellent customer service.
Ron Groth
September 3, 2023.
We retained the Loose Law Group, Scottsdale in 2015 to establish our trust documents, and again this summer to make several necessary updates. The staff are personable, welcoming, and helpful in arranging each milestone of the process. Don Loose took great care of our needs and continues to earn our trust by his attention to detail and answers to our questions. The process was easy, thorough, and gave us confidence, and we will continue to bring our legal needs to Loose Law Group. We recommend the Loose Law Group to anyone who needs trust and estate services. You will be very pleased with the results.
Ron and Nancy Groth
Wes
September 1, 2023.
I procrastinated for years on establishing a will and estate plan because I thought it would be difficult. Lindsay, Laura, Rachel and their team made the process painless and easy. I should have called them long ago and I am very pleased with their services.
Robert Fiegl
August 21, 2023.
Our wills, trust, powers of attorney, directives, etc. were due to be updated and a family member referred us to Loose Law Group's Scottsdale, AZ office. We completed all of our new documents today and we are 100% satisfied with the customer service and professionalism of Mr. Don Loose, Michelle (paralegal) and Rachel (reception and scheduling). during all of our interactions. This is a first class legal firm! We found the cost to be more affordable than several other firms we had contacted. This is our new legal practice for all such matters. Highly recommended!
Mike PLATTNER
August 19, 2023.
The entire team at Loose Law Group was wonderful! Everyone was very friendly, patient with our questions and provided us with valuable information, not in “legal” speak, but in laymen’s terms we could understand. I highly recommend this firm for your estate planning.
Christine Green
August 17, 2023.
Great firm! Helped me to set up my trust & will very easily. Answered all my questions clearly & even helped me navigate getting my home removed & added back into my trust to meet the terms of my 2nd mortgage.
Melinda Zhang
August 14, 2023.
Rachel at the front desk was extremely welcoming! Laura acted as my notary; she made the entire process very quick and easy, and went out of her way to explain the documents in detail. I highly recommend for anyone who is in need for a law firm for estate planning.
Wayne Martini
August 4, 2023.
Great expeditious service, would definitely use in the future !
Lisa Burks
July 16, 2023.
Everyone at Loose Law Group are helpful, informative and flexible to my schedule. I would enthusiastically recommend them to anyone I know.
Loose Law Group: A Best Arizona Law Firm for over 40 Years
Since 1982, Loose Law Group, PC has represented more than 1,000 accident victims, created more than 5,000 estate plans, helped multitudes of spouses and parents in family law matters, and assisted an untold number of Arizona businesses achieve success.
Our firm has received more than 1,000 5-star reviews from its clients for extraordinary service and results. Its managing partner and founder, Don Loose has written two critically acclaimed legal guidebooks – with more than 13,000 in print.
LLG has offices throughout the state of Arizona to serve the varied needs of its client citizens, families and corporations.
We are committed to providing extraordinary service and achieving exceptional results for our clients.
We would be honored to serve you, to help you with your legal needs, and to safeguard the things in your life that matter the most…
Welcome Legal Plan Members
You’ve come to the right place and we’re confident our track record speaks for itself.
- 40+ Years in business
- Published author – Don Loose wrote Arizona Laws 101 & Estate Planning in Arizona (13,000+ in circulation)
- Our team includes 3 dedicated estate planning attorneys
- LLG has more than 1,000 5-Star Reviews
Business, Employment & Real Estate
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.
Lawsuits, Arbitration & Mediation
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.
Accidents, Negligence & Wrongful Death
In the vast majority of personal injury cases, we represent the injured person on a contingent-fee basis. This means that the firm receives a predetermined percentage of the amount recovered for its fee in the case. If there is no recovery, there is no attorney fee.
Marriage, Divorce & Family Matters
Divorce, child custody, and child support matters are inherently stressful. In fact, divorce is one of the three most stressful events that a person likely will ever experience in their life (the other two being death of a loved one and job loss).
