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.
Sylvia Wood
October 7, 2023.
Great firm to work with. They accommodated our work schedules, we were kept informed of each step and were explained how our trust would work. They were recommended to me and now I know why. It was easy doing our wills/trust using them. Highly recommend.
Valerie Cadena
October 6, 2023.
Husband and I had a wonderful experience with attorney, Mr. Don Loose and his staff. They helped us finalize our Trust, Living Wills and answer those difficult decisions that we kept putting off. We left with peace of mind. Thanks, once again.
Ashley Al-Khouri
October 3, 2023.
We had an outstanding experience working with Loose Law Group to establish our trust. From the moment we walked through their doors, we felt confident in their expertise and dedication to our needs.
The team (Lindsey and Rachel) at Loose Law Group are not only highly knowledgeable but also incredibly attentive and personable. They took the time to listen to our specific goals and concerns, providing us with a tailored plan that gave us peace of mind about our family's future.
Throughout the entire process, they demonstrated exceptional professionalism and efficiency. Any questions or uncertainties we had were promptly addressed, making the process smooth and stress-free.
We are grateful for Loose Law Group's guidance and support in creating our trust. Their commitment to their clients is evident in every step they take, and we wholeheartedly recommend their services to anyone seeking legal assistance with estate planning. Thank you, Loose Law Group, for your outstanding service!
Priya Manakal
September 28, 2023.
Great Customer service, friendly staff. Highly recommend Loose Law group for your Trust and Will services
Lissette Marrin
September 23, 2023.
We had a great experience! Everyone in the office is professional, efficient, and friendly. Highly recommend their services.
Jessica Dembrosky
September 21, 2023.
We had a wonderful experience. Amy made the process very easy and took the time to make sure we had all our questions answered. She was very thorough and we really appreciated her level of detail.
Lori Barnhart
September 20, 2023.
My husband and I just finished our will and trust with Loose Law Group and Donald Loose. We couldn't be happier with the process. Every single person treats you with kindness and respect. We felt like we got an education and were given time to process the information, so we could make the best decisions for our family. I really could not recommend them any higher. Top Notch Service!
Jane Jennewine
September 16, 2023.
What a pleasure to work with the Loose Law Group! We felt at ease the moment we walked in and Laura had all of our documents ready to be signed. Lindsay Mellan is located in the Tucson office, but was available on a video call prior to our visit and while we signed. She thoroughly answered all of our questions. We feel at ease knowing that all of this important work is done. Thank you, Loose Law Group!
Steve Boschen
September 15, 2023.
Was dreading setting up trust, will etc. Very organized from intial meeting to final execution of documents. Great customer service from Rachel, Laura, and Lindsay. It made what I thought would be like a tooth extraction totally painless. Great Service
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.
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).
