Estate Planning 
Many people think that estate planning is simple. You just plug in some information to a software program and out comes a Will or other document that does just what you want. That would be nice but it just isn’t that easy.
It takes years or education and practical experience to advise someone and prepare documents to accomplish their specific wishes. Most people have not even thought of all the questions, much less the answers and why they are important.
Many people think in terms of leaving someone a certain asset. Sometimes this works, but often times people don’t think about the future. With people living longer, you may be worried about what will happen if you become incapacitated. With second (or even third) marriages so common, you may worry about how to provide for surviving spouse without disinheriting your children and grandchildren. With the high rate of divorce and lawsuits in this country, it may be wise to have something in place so that your assets do not end up in the hands of your children’s estranged spouses or even their creditors. There are many situations that may arise so it is smart to have a trust done by a qualifiedestate planning attorney.
We can assist you with your
Estate Planning needs.
Whether it is a Will, Healthcare Power of Attorney or a
full blown Trust we can guide you through the process.
Call the office today at (480) 354-1040
to set up a consultation with Cheryl!
Our office also offers Estate Planning seminars during the summer and fall months.
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Disastrous Do-It-Yourself Estate Planning
Most of us would not attempt to take on a major project like reworking our car's engine or installing a new roof on our house, but many individuals who face the possibility of death or disability intrepidly try do-it-yourself estate planning. We’ve heard of many cases where somebody says, "we’ll just do a POD clause" or "I’ll give it all to my son and he'll take care of the rest of the children," etc. Not good! Lack of a thorough and well-considered estate plan often causes undue stress and legal expense.
Here are five critical estate planning mistakes resulting from a lack of foresight and planning:
- Naming a person under the age of 18 as a beneficiary.
- Failing to have a healthcare or financial POA.
- Failing to name a guardian for minor children
- Failing to plan properly for the total size of your estate.
- Failing to provide your beneficiaries with creditor and divorce protection.
It is often too easy to put off estate planning, but if something happens to you it’s too late. What you have built up during your lifetime may be dissipated in attorney and court fees instead of going to your family.
Getting Started!
To start your Personal Estate Plan you will need to provide us with some information so that we can tell you, based on your information, what documents the attorney recommends as being appropriate for you and your family.
Click to download a pdf file of our"Getting Started With Your Personal Estate Plan"
Click to download a pdf file of "What to Bring to your Estate Planning Appointment"
