With all the "do-it-yourself" software and websites out there, you may wonder why it's important to work with an attorney on your estate planning. These DIY routes usually just provide you the documents. There's no one to ask for advice or to answer your questions. A lawyer will also make sure the documents are completed correctly and legally.
A will is one of the documents included in estate planning, and distributes your property exactly the way you wish upon your death. A will also transfers property you hold in your name to the person or organization you want to have it.
You’ve spent a lifetime earning what will become part of your estate after you pass. The only way to ensure that those earnings go where you want them to go is to ensure that you have great estate planning as well.
The laws regarding charitable donations probate taxes change virtually every year. We'll regularly review how any legal changes affect your estate, and set up a meeting if we believe there's a need to make some changes to your final arrangements.
With a Charitable Remainder Trust you are able to retain your income stream. You might also be able to obtain current tax deductions, defer capital gains taxes, help reduce the cost of gifts to future generations, and make long-term provisions for the charities of your choice. Call us today to discuss your estate plan - 480.719.7524.
Have you just gotten married, bought a house, or had some other significant life event? Now is the time to visit your estate planning expert to make sure that your will and trust are updated and any necessary issues relating to your estate are handled. Call us today to discuss your estate plan - 480.719.7524.