4835 E. Cactus Rd., Suite 145 Scottsdale, AZ 85254
Phone: (602) 971-4800 | Fax: (602) 953-3621
What is estate planning? Why is planning your estate important in Scottsdale AZ?
What is estate planning? In the simplest sense, estate planning is the process of making a plan for how you want your estate to be handled after you pass or if you’re incapacitated. Much can go into this planning, but a good first step when embarking on your journey to create an estate plan is to conduct a comprehensive review of your estate’s assets. Your estate is made up of all the property that you own.
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.
A Scottsdale Estate Planning Attorney 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. Our Scottsdale Estate Planning Attorney Team would welcome the opportunity to assist you.
Our Scottsdale Estate Planning Attorney Team can help with:
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
An estate plan will secure the future that your loved ones deserve…
Getting prepared for your meeting with your Scottsdale Estate Planning Attorney is easy. The first step is to organize your goals, your important people, and your belongings.
