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 After all, an inadequate or outdated plan is often worse than no plan at all.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
Make Your Memoirs a Part of Your Legacy
As members of a melting-pot nation, Americans place a high value on family stories and history. We love to know when and why our ancestors came to this country from “the home land”; but we also enjoy the simple stories about how mom and dad met, or how grandpa served...
Make your Estate Plan About Values
It’s easy to see, when creating an estate plan, how important it is to protect and pass on your assets, but a good estate planner knows that a will or a trust is not all about assets. In fact, for all of the technical and financial language you may find in your will...
Handing Over the Keys to the Kingdom
It goes without saying that nobody wants to give up control of their finances and put themselves at the mercy of someone else’s decisions; which is why most people spend hours and hours considering who to name as their agent when they sign a power of attorney. But...
The Question of Competence
One of the things estate planning attorneys have to deal with in their line of work (most often with elderly clients) is the question of whether or not a client is competent to sign their legal documents. Every principal (or person executing the documents) must be...
Living in a Digital World
Do you have an e-mail account? Do you participate in Facebook or other Social Networking sites? Do you do any of your banking, bill paying or investing online? If you answered yes to any of these questions then you might want to think about this next question... what...
What Does “Do Not Resuscitate” Mean to You?
Everybody seems to know (from popular TV shows, if nothing else) that DNR means “Do Not Resuscitate”, but do you know what “Do Not Resuscitate” means in your own personal healthcare directive or living will? Too often, when talking with clients about the healthcare...
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