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Medical Emergency Prep
No one ever plans to become disabled or injured.
Estate Planning
Estate Planning fundamentally involves planning for the who, what, where, why, and hows of running your affairs while you are not able to run them and after you have died.
Asset Protection Strategies
There are many tools that will help you protect the assets that you have worked so hard to earn.
Non-US Citizen Planning
Our lives are global. U.S. citizens often marry people who are citizens from other countries and not citizens from the U.S. That requires special planning to protect assets from tax and to ensure that the surviving spouse maintains full use of the couples assets.
Gun Law
Arizona is full of gun enthusiasts. A gun trust enables the transfer of those weapons legally and so as not to violate federal or state laws.
Trust Funding
A common problem with trust-centered estate plans is that there is a trust, but no one bothered to put any assets into it, i.e. the trust was not funded!
Family Meetings
One of the best ways to keep harmony in the family is to share the plans you have put in place with the people affected by those plans.
Probate Administration
Probate is the process by which the courts distribute your assets after you have passed away.
Transition Counseling
As important as good estate planning is, equally important is healthy relationships between the people involved in these significant life transitions.