We offer estate planning for clients in both Arizona and California. If you have not thought about putting together an estate plan, we will also advise you on how to best proceed in a way that protects your assets for future generations. Whether it is by creation of a simple will or complex trust, we will ensure that your affairs are in order.
Typical Estate Planning May Involve:
- Wills
- Trusts
- Living Wills
- Durable Powers of Attorney
- Advanced Healthcare Directives
- Life Insurance
- Retirement Account Analysis (IRA and 401(k))
Arizona Advance Directives Registry
So you have listened to my advice and created your Living Wills and Healthcare Powers of Attorney. Wonderful! The question I always get next is: “But what do I do with the documents?” First, you should keep the originals in a safe place (or better yet have your lawyer keep them in a fireproof safety deposit box for you). Second, and most importantly, you should have them registered with the Arizona Secretary of State so that any medical provider can verify your wishes by consulting the registry. As you might imagine, if you are...
read moreLiving Wills, Durable Powers of Attorney, & Advanced Healthcare Directives
If the above legal terms do not sound familiar to you, it probably means that you don’t have these documents. Here is what they are and why you need them. Living Will A Living Will is a document intended to instruct future healthcare providers and your family about how you want to be cared for in the event you are ever incapacitated or in a persistent vegetative state. No one wants to think about this possibility, but we should all have one of these documents filled out. If you are ever in a car accident or suffer a debilitating...
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