![]() | How your assets will be managed for your benefit if you are | |
unable to do so (for example,:due to temporary or permanent disability); | ||
![]() | When certain assets will be transferred to others (either during | |
your lifetime, at your death, or sometime after your death); | ||
![]() | Who will inherit specific assets (spouse, children, charities, etc.); | |
![]() | Whether some or all of the persons who will inherit from you need | |
protection from creditors and predators or otherwise require assistance in managing their affairs; | ||
![]() | What taxes will apply in a given event (estate taxes, gift taxes, | |
income taxes, capital gains taxes, etc.); | ||
![]() | The importance of avoiding the probate process and court | |
interference in family affairs. |
![]() |
______________________________________________________________________ Attorneys and Counselors at Law |
Arizona Attorney General Terry Goddard warns of Non-Attorney "Estate Planners" scamming Arizonans. Click here to read the Attorney General's warning. I have had clients tell me horror stories of high pressure sales people trying to sell them financial products to include in the estate plans they thought they were purchasing. These plans are often basic fill in the blank forms (one size fits all) that do not take into account any of the unique wishes or circumstances of the client. Be wary of salespeople masquerading as estate planners! General Information ABA Guide to Wills and Estates ABA Section of Real Property, Probate, and Trust Law Arizona Information The State Bar of Arizona has published a brochure about wills: Understanding Wills and Trusts The Arizona Attorney General has compiled information about life planning for seniors: Life Care Planning for Seniors The Attorney's General Office also has an Arizona planning packet: Life Care Planning Packet Information and Documents |
WARNING! |
Would you like your will, trust or estate plan prepared by an experienced estate planning attorney? Call Willmott & Associates at 602-344-0034 or email us today to schedule a no-cost, no-obligation consultation. |