Estate Planning
Truly effective estate planning is about more than simply minimizing taxes – although that is a part of it, and Ilene’s certification as a tax specialist makes her uniquely qualified in this area. It also involves planning for disability or death. Who has the authority to handle your finances if you are unable to do so? Who can make healthcare choices for you if you are unable to do so? As stated in the first paragraph; if you have not made your own choices, they will be made for you.
How We Help
We are committed to helping our clients by listening closely and helping you identify and clarify your most pressing concerns. After thoroughly understanding your particular situation and family dynamics, we will craft a comprehensive plan that addresses all of your concerns, and provides peace of mind for you and the people you care about most. If you already have a plan, chances are we can make it better. Remember, the law changes and your plan should reflect those changes. After all, an inadequate or outdated plan is often worse than no plan at all.
Needs We Address
The estate plan we create for you will accomplish all or just some of the following, depending on your specific needs:
- Maintain control over your affairs
- Protect your assets
- Continue to enjoy the lifestyle to which you have become accustomed
- Significantly reduce income, gift, capital gains, and estate taxes
- Pass the largest possible amount of your wealth on to your heirs in accordance with your wishes
- Protect your heirs’ inheritance from creditors, predators and, in certain cases, from the poor judgment of your heirs themselves
- Keep your affairs private
- Avoid the expenses and delays associated with probate
- Pass your values and work ethic on to your heirs
- Ensure your legacy
- Protect and leave instructions for your beloved pets with a pet trust
Find out more about Estate Planning
When the State Decides Your Inheritance: Law of Intestacy
If you don’t do your estate planning, the State will plan for you using the Law of Intestacy. Could the state decide your inheritance?
Is your Trustee not Paying Beneficiaries?
Beneficiaries of a Trust believe that when a loved one dies, they will receive their inheritance from the Trust.
What are Beneficiaries?
Many people wonder, what are beneficiaries. They also wonder why, even though the will or trust names them as beneficiaries, they get nothing. The reasons are surprising. Definition The definition of beneficiary is someone who is entitled to receive some kind...
What is Conservatorship: How to Save Thousands Avoiding It
When a person is unable to manage their finances, conservatorships can be considered although it isn’t the only option.
Is Your Executor not Communicating with Beneficiaries?
An Executor must communicate with all the beneficiaries; however if there is no probate, no one is ever notified.
Do you know your real name? AZ Real ID
Do you know your real name? Today you need to use your full legal name and have REAL ID to show to the Notary Public to back it up. Welcome to 2021 and the world of the ‘Real ID’. Let me tell you about your need to have a real ID. When I was baby...
Questions?
Call
(480) 296-2036
info@ilmlaw.net
Hours
Mon – Fri: 9am – 4pm
Location
9777 N. 91st St
Suite C-103
Scottsdale, AZ 85258
Mailing Address
8776 E Shea Blvd
Suite 106 PMB 607
Scottsdale, AZ 85260