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!
There is a song we used to sing in camp about being young and never worrying about the challenges of life. We lived in the moment. We were young and we were happy and we didn’t have a care in the world. I look back wistfully at those times. My parents took care of...
We want to thank EVERYONE for working with us during this very difficult time. Thanks especially to those “novices” who learned to use ZOOM just to teleconference with us. It is wonderful to see all of you! As you have already seen, meetings on ZOOM can...
You can take care of yourself during this very difficult time when most of us are sheltered in place. You can protect yourself and all of your loved ones by doing your homework today. While you are at home. Healthcare documents will let your family know what you want...
Get In Touch
9777 N. 91st Street
Scottsdale, AZ 85258
8776 E. Shea Blvd., Ste. 106, PMB 607
Scottsdale, AZ 85260
Mon – Fri: 9am – 4pm