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 After all, an inadequate or outdated plan is often worse than no plan at all.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
As Time Goes By… Part 1
For many people the holiday season brings more than just celebration. Seeing family and friends you may not have seen since this time last year means seeing children who have shot up like weeds, siblings and cousins with noticeably more gray in their hair, and even...
Is All This Really Necessary? . . . Yes, It Turns Out It Really Is
Jane Hodges of the Wall Street Journal recently jumped in where few would fear to tread—and lived to write about it. Where most people would prefer not to think about taxes and estate planning at all if they could help it, Hodges went through the process of creating...
More than Just “The Death Lawyer”
Everyone knows that the estate tax is also sometimes known as “the death tax”; similarly, estate planning attorneys are also sometimes known as “those death lawyers.” This is something most of us have learned to good-naturedly roll our eyes at; but eye-rolling aside,...
The “Second Victims” of Alzheimer’s Disease
The “first victim” is the person who is actually diagnosed with Alzheimer’s disease; the person who finds their memory failing, their personality changing, their past and present fading into a sea of frightening and confusing fragments of recognition. But Alzheimer’s...
The Intersection of Family and Finances
Forget silver, china, or linens; the best gift you can give a newly married couple is an estate plan! This is especially true if the marriage is a second marriage for either of them. Marrying a person means marrying their financial issues as well; this may include...
Imagine No Estate Tax
The federal estate tax is scheduled to disappear next year (in 2010); and although most people expect lawmakers to pass legislation keeping the estate tax alive, they also vaguely hope that the estate tax (also sometimes called the “death tax”) does disappear—at least...
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