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 After all, an inadequate or outdated plan is often worse than no plan at all.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
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...
Magic Words: How Legalese Impacts Your Family
Every time you buy a car, rent an apartment, or turn on utilities, you are signing a legal agreement which you think you understand. You think you understand the agreement because the language looks like it is written in normal English. Beware! The legal agreement...
When the Last Will Fails: Operation of Law
Disinherited If a loved one dies and the Last Will says you get everything, why were you disinherited? The most common reason for you to be disinherited is because the assets were transferred to someone else by operation of law. Operation of Law ...
Debunking 5 Common Estate Planning Myths
These 5 myths are just wrong and hurt people every day of the week. Every family needs to do estate planning and trusts
Elderly Parent Care: Talking to Siblings About Caring for Mom and Dad
The baby boomer generation is aging and living longer than previous generations. But there comes a time when elderly parents need care.
Mon – Fri: 9am – 4pm
9777 N. 91st St
Scottsdale, AZ 85258
8776 E Shea Blvd
Suite 106 PMB 607
Scottsdale, AZ 85260