Estate Planning Attorney Arizona

Last Wills, Testaments & Trusts
“Only put off until tomorrow what you are willing to die having left undone.”
– Pablo Picasso

A typical estate plan involves the employment of a last will and testament and revocable trust for disposition of assets; health care powers of attorney for health care decisions; and a power of attorney for delegation of financial authority.

These documents are specially designed to help our clients achieve their individual estate planning goals, which often include paying the least amount of taxes and avoiding probate.

Estate planning is not just for the wealthy: everyone should have directives in place. A good estate plan brings peace of mind.

At the heart of estate planning is wealth preservation, family protection, and succession planning.  A last will and testament and a revocable trust will result in paying the least amount of estate and gift taxes, avoiding probate, and implementing important health care directives.  We would welcome the opportunity to assist you.

Business Succession Planning

Deeds for Real Property

Formal Probate

Heath Care Powers of Attorney

Informal Probate

Irrevocable trusts

Last Wills and Testaments

Living Wills

LLC Formation

Operating Agreements

Living Trusts

Revocable  Trusts

Statutory Durable Powers of Attorney

Trust Administration

Trust Litigation

Having an estate plan is beneficial for everyone. A last will and testament and a trust are beneficial for everyone, regardless of their wealth:

  • Flexibility in planning
  • Protect assets from creditors
  • Protect assets from spendthrift beneficiaries
  • Protect assets for beneficiaries with special needs

An estate plan will secure the future that your loved ones deserve…

Getting started on your estate plan is easy. The first step is to organize your goals, your important people, and your belongings.

Scottsdale Estate Planning Attorney | Scottsdale | Phoenix | Tucson

Frequently Asked Questions

  • If I don’t have a will, will my property go to the state?

    No. If you don’t have a will, your property will go to your heirs under the law of descent and distribution in Arizona. Your property will go to the state only if you die without a will and you have no living relative to inherit it.

  • If I have a will, will all of my property automatically pass under it?

    No. Some or all of your property may pass outside your will by reason of survivorship provisions, joint title, pay-on-death clauses, and beneficiary designations in deeds and contracts. For instance, life insurance proceeds will be payable to the beneficiaries that you have designated in the insurance contract, regardless of the terms of your will.

  • Do I need a living trust to avoid taxes on my estate?

    No. Most estates will not be subject to taxation with or without a living trust. So long as the value of the decedent’s estate does not exceed the applicable estate tax exemption amount, there will be no federal estate tax owed. If you are married, you may leave an unlimited amount to your spouse without payment of any estate taxes.

What our clients are saying…

Client Reviews

My husband and I recently worked with Loose Law Group to update our Trust and Living Will. They were so attentive to our needs and provided exceptional service from the first phone call to the signing of all our documents. Thank you Rachel, Laura and Nick for all of your assistance and for the peace of mind by having this completed so professionally.

Living Wills, Trusts & Estate Planning

We just used Loose Law Group that we can get from Phoenix Fire. They worked with us on our Trust, Will, etc. Ryan Hawkins was our attorney and was very helpful he explained everything that we could understand or didn’t know about I was glad this was a benefit we can obtain threw the Fire Department it is worth having such a great Lawyer. Thank you Loose Law Group you really made it easy to get things in order.

Living Wills, Trusts & Estate Planning

Absolutely phenomenal help by a great team! We had no idea where to begin for estate planning, but both Ryan & Bettina were a huge help assisting my family through the process. Highly recommend reviewing potential risks and how to mitigate them – this team will help.

Client Reviews

I had a great experience with Loose Law Group. Rachel is very professional and prompt. Bettina explained really well what to expect when I was signing my documents ( trust, living will and etc ). I would highly recommend this law group. Thank you!

Meet our Estate Planning Attorney Arizona | Scottsdale | Phoenix | Tucson

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