Family Planning Basics

The Importance of Planning

What is an Effective Estate Plan?

An estate plan ensures that personal wishes are honored, and it should evolve with each key family event — marriage, births, deaths, home purchases. At the minimum, it should address a Last Will and Testament, guardianship of minor children, any beneficiaries with special needs, insurance, investments, durable powers of attorney, and health care directives.

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?

Without careful estate planning, your beneficiaries may not receive their intended inheritance. This is especially true for individuals who are not part of a “typical” nuclear family. Increasingly, children are being raised by single parents, lesbian and gay parents, or grandparents. Our Family Wealth Planning addresses these real-life issues, and includes divorce protection for children, remarriage protection after the death of a spouse, creditor concerns and passing on family values that have been overlooked in traditional estate planning.

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.


Book Your Appointment Now


“I can’t believe it took us this long to make a plan. So happy that we did. Amazing peace of mind.”

Jodi A. – Family Planning Client

Get In Touch

MESA, AZ 85206