Why do we plan?
Planning is not about the size of your estate or business; or about how much money you have.
It is about control!
Control while you are still alive, and control after your death.
While you are alive you need to control your assets while you are well and especially if you become disabled.
After your death, it is about making the process as simple as possible for those you love.
The result is simple. If you don’t plan…you will lose control.
“I look forward to welcoming you to our client families.”
We provide customized estate planning for all individuals and families, no matter the size or complexity of your estate.
We help our client families to maneuver through the intricacies of the probate process, in Maricopa County, and beyond.
We enable our client families to design and implement the right business plan for their needs.
We guide our client families though the challenges of tax planning.
When I was a baby lawyer my mentors taught that estate, business and tax planning was about dollars and cents and saving money after death. They were wrong. It is about taking care of ourselves and our loved ones while we are alive, and about maintaining control no matter what happens to us. That is how I design plans with my client families.
We also guide our clients, after the death of a loved one, either through the intricacies of probate and trust administration.
I’d Love to Help
Technical expertise with a human touch. Ilene L. McCauley has been a member of the State Bar of Arizona since 1982. She has been certified by the Arizona Board of Legal Specialization as a Certified Specialist in Taxation since 1983. She was named “Top Estate Planning Attorney” in the Valley 2011 through 2020 and has a “superb” rating from AVVO since 2015.
COVID-19: We’re Here for You
New Clients are Welcome!
We are open to serve you during this crisis.
We will meet with you virtually, by telephone or video conference, to design the right plan for you.
During these unprecedented time, your planning can be completed virtually and through our ‘Drive-thru Signing’ process.
We hope to see you soon.
Get more information on what estate, business and tax planning are all about!
Opening a Probate When a loved one dies, and there is no trust in place, very often the family has to open a probate in the county in which the decedent lived. The reason that the probate needs to be opened is because the decedent owned property and the...
Mortgages You are probably already familiar with mortgages. When you buy a house and don’t have enough cash to pay for the house in full, you get a mortgage. You apply for a mortgage through the bank, or a mortgage broker, and the bank loans you the money to...
Are you concerned about who pays gift tax? Gift tax is a tax you pay when you transfer assets to someone else. The asset can be cash. The asset can be real estate, stocks, or bonds. All of these transfers may trigger gift tax. We are not talking about a small gift,...
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9777 N. 91st Street
Scottsdale, AZ 85258
8776 E. Shea Blvd., Ste. 106, PMB 607
Scottsdale, AZ 85260
Mon – Fri: 9am – 4pm