Estate Planning

Who needs an Estate Plan?

What documents do I need?

Who needs an Estate Plan? EVERYONE!

It can be emotionally draining to prepare for the worst, but doing so is essential. An estate plan is a vital safeguard that ensures your loved ones are cared for after your passing. This is especially critical for parents with children, as an estate plan allows you to name guardian(s) in the case that you die while your children are still minors.

Estate Planning is not just for retired or wealthy people.

Blended Families – You want to make sure that your loved ones are protected and provided for, no matter what. Estate plans help you make that clear, especially in cases where the law might otherwise prioritize some family members over others. Additionally, blended families may have assets they desire to join or keep separate, which requires dedicated estate planning.

Families with Young Children – Naming guardians and preparing for your children’s future security is an essential part of estate planning.

Families with Special Needs Children – Your children deserve proper care, attention, and advocacy after your passing. Setting up an estate plan ensures that your children receive all of the support they need to thrive.

Retirees

New to Arizona?

Laws can change quite a bit between states. It’s always a good idea to update your estate plans in order to ensure that everything goes as planned.

Time for an Update?

Financial situations can change considerably as you prepare for retirement. Make sure that your estate plans reflect your current situation and plans for your loved ones.

Empty Nesters

Time for an Update?

If it’s been a while since you last updated your estate plan, your circumstances might have changed quite a bit. Finances shift, real estate changes hands, and children become adults in no time. Furthermore, the situation can entirely change once grandchildren enter the picture.

That doesn’t mean it’s time to panic. It’s never too early or too late to make some much needed updates to your estate plan.

My children are now adults, do I need to make updates?

Making updates to your estate planning helps you and your children sort out potential financial stress well in advance, giving you the confidence and assurance that your loved ones will be well cared for after your passing.

What happens if I die without an Estate Plan (in Arizona)?

Too many people don’t plan. Why?

Age: Many people don’t think they are old enough to need an estate plan or that they still have plenty of time to create one.

Time Commitment: Likewise, it’s very easy to procrastinate creating an estate plan when many people are busy with work and family.

Cost: Most people would rather spend money on more enjoyable things, rather than investing in protections for a tragic event.

Wealth: Many others believe that they don’t own enough to need an estate plan.

Confusion: Some people are confused about where to start, and they don’t know who to talk to about setting up an estate plan

Fear: The majority of people don’t want to think about what will happen if they die.

However, if you don’t have a plan, THE STATE OF ARIZONA has one for you, and you probably won’t like it…

    This is a stock plan that doesn’t account for your specific situation, wants, or needs. For instance, if you are married and have at least one child who is not the child of your spouse, but you want your spouse to receive your entire estate, the only way to ensure your preferences are taken into account is to CREATE A WILL OR TRUST! 

    When should I create an Estate Plan?

    The best time to plan your estate is now. None of us want to think about dying or the possibility of being unable to make decisions for ourselves. This is one of the main reasons that so many people are unprepared when incapacity or death occur. However, you are your own best advocate. Planning out exactly what you want to happen in advance of a tragic event is key to ensuring your interests are protected. So, don’t wait! You can always set up a plan now and change it later… which is exactly the way estate planning should be done!

    The best benefit is peace of mind. Knowing that you have a properly prepared estate plan in place will give you and your family a lasting sense of security.

    What do I need?

     

    Every client’s situation is unique. Jessica will always talk with you to determine what documents are best for your situation. She will make every effort to ensure that you get the exact documents you need.

    Office by Appointment Only

    1800 E Ray Rd Suite C2-A
    Chandler, AZ 85225

    Call / Text

    480-712-0399

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