Family Planning BasicsThe Importance of Planning
What is an Effective Estate Plan?
A well-drafted estate plan saves taxes, court, and attorney costs. More importantly, mourning loved ones will not be burdened by unnecessary “red tape” and financial confusion. This is exactly why we handle all the legal matters carefully and efficiently, as we don’t want to make any oversight that could result in an expensive probate process, in the future. As much as we can, we anticipate possible future legal issues and try to address them through the estate plan we’ll create for you.
Our Team Helps Protect You and Your Family
Together we’ll create a plan that best fulfills your dreams and goals. We’ll help you arrange your affairs in a way that is both personally satisfying and that meets your unique objectives—all while accomplishing substantial savings for your family in the long run.
Why Do You Need An Estate Plan?
Estate planning can also protect assets in the event that you require long-term care. One means of preparing for potential long-term care cost is the purchase of long-term care insurance. Such insurance can offer tax advantages, security, and the ability to remain home longer.
Planning for the future can be overwhelming. But with our expertise in estate planning, we can help you prepare better for the future. Whether it’s for your long-term health care or inheritance to your children, we can guide you in creating an estate plan ideal for your unique requirements.
Our attorneys are available for a Family Wealth Planning or Estate Plan Review & Check Up Session, so don’t hesitate to set an appointment anytime. Or, call us today at (602) 687-5851 to learn more about estate planning.
“I can’t believe it took us this long to make a plan. So happy that we did. Amazing peace of mind.”
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MESA, AZ 85206