Estate Planning in Phoenix

The assets and liabilities you leave behind

Is the legacy you’re leaving behind protected?

We’ll walk you through each property you’ve accumulated to ensure your family is protected and your assets allocated exactly as you envisioned.

With estate planning Phoenix residents can trust, we’ll ease the complicated process of protecting your important assets. The goal of estate planning is to ensure that the property you have accumulated over time is allocated exactly how you want it to be. For example, funding your retirement or ensuring financial security for your family upon your death*. We can help you ensure protection of your family and your assets, which, at the end of the day, is everyone’s first priority.

Estate planning is not only a long process, but it can be a complicated one. We want to remove that complication for you and help you plan in the most efficient way possible to meet your unique goals. Estate planning involves the accumulation and savings process, but more importantly the approach and strategies you take to protecting your assets.

*Guarantees are based on the claims paying ability of the issuing insurance company.

Planning Benefits Most of Us

You don’t have to have a large estate to need estate planning. Whether it’s neglected beneficiary designations or owning a trust that needs updating, we can show you how fixing the simple things now can help avoid headaches down the road.

Second Marriage?

Avoid the problem of inadvertently disinheriting children from your first marriage.  Too often the new spouse becomes the beneficiary of our assets, which may have the effect of leaving any children from a previous marriage out of the loop.

Beneficiaries 

When was the last time you reviewed your beneficiaries on your retirement accounts at work or on your other assets?  As your situation changes, either from life events like marriage, death or divorce, or creating a living trust, it’s vital that your beneficiary designations are updated to reflect your circumstances.

Process

Just going through the process of estate planning can be very valuable.  We don’t like to think about the “what-if’s” in our life, but if we don’t, too often the actual outcome would have been our last choice.  Make a plan now and take control of your life!

Ask yourself, do you want to leave behind an inheritance for your children? Do you have a favorite charity or organization that you feel would greatly benefit from the funds from your estate? Would you rather spend all of your money during your lifetime in order to increase your enjoyment and traveling abilities during your retirement years? Maybe you want to leave it all to a beloved pet? All of these options are viable for anyone, depending on what they envision for their estate.

Call us for your consultation today at 623.869.7222