Estate Planning

Will Your Heirs Inherit Your Wealth, or the Legal Problems That Can Come Without It?

You have worked hard to build a life for yourself and your family. The question is, have you taken the necessary steps to protect it? Without a professionally prepared estate plan, you leave the fate of your assets and the care of your loved ones to the courts.

An estate plan is the most effective tool you have to ensure your specific wishes are carried out. It provides clear direction, preserves your wealth, and protects your family from unnecessary conflict and expense.

What a Comprehensive Estate Plan Includes

Many people believe an estate plan is nothing more than a simple will. This is a common and costly mistake. A true estate plan is a complete strategy designed to manage your affairs during your life and after.

Our experienced Mesa estate planning attorneys use a range of legal documents to create a plan tailored to you. These may include:

• Wills and Trusts: To direct the orderly transfer of your assets to the people and causes you choose.

• Financial Powers of Attorney: To appoint a trusted person to manage your finances if you become unable to do so.

• Medical Powers of Attorney and Living Wills: To ensure your healthcare wishes are known and respected.

A complete plan addresses all your assets, including real estate, life insurance policies, and retirement plan distributions, to avoid future legal complications.

Planning for Wealth Preservation and Growth

For individuals and families with significant assets, estate planning serves a dual purpose. It protects what you have built and seeks to minimize tax liabilities for future generations.

Our attorneys are proficient in advanced strategies for high net worth clients. We have deep experience in establishing generation-skipping trusts for grandchildren, creating charitable gifting plans, and forming charitable foundations. These tools help preserve your legacy while supporting the causes you hold dear.

Our Method: We Listen to Your Goals

The most effective estate plan is one that reflects your personal values and goals. The process can feel complex and emotional. That is why we listen carefully to your wishes before we offer advice.

We take the time to understand your family, your finances, and your vision for the future. Only then do we design and draft the legal documents required to fulfill your requests and provide for those you care about.

Begin the Process of Securing Your Legacy

Do not leave your family’s future to chance. A thoughtful estate plan is a final gift to your loved ones, providing them with security and peace of mind.

To begin, we invite you to securely complete our confidential Estate Planning Questionnaire. An attorney from our firm will review your information and contact you to arrange a private consultation.