Arizona Estate Plans

Estate Planning Solutions

Estate Planning Basics

We educate and guide clients through the estate planning process, including the creation of wills, trusts, powers of attorney, and healthcare directives.

Business Succession Planning

We assist business owners with succession planning, ensuring that their businesses can continue to thrive even after they retire or pass away.

Estate Planning for Blended Families

We help clients in blended families navigate the complexities of estate planning, including the protection of assets and the distribution of property.

Special Needs Trusts

We create special needs trusts to ensure that loved ones with disabilities receive the care and support they need without sacrificing government benefits.

Estate Planning for Digital Assets

We help clients protect their digital assets, including social media accounts, cryptocurrency, and other online property, through estate planning.

Frequently Asked Questions

What is estate planning?

Estate planning is the process of arranging and managing your assets in a way that ensures they are transferred to your beneficiaries in the most efficient and cost-effective manner possible

Why is estate planning important?

Estate planning is important because it helps you ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after you pass away. It can also help minimize taxes and avoid probate.

What documents are included in an estate plan?

An estate plan typically includes a will, trust, power of attorney, and healthcare directive. Depending on your situation, other documents such as a living will or a special needs trust may also be necessary.