Safeguard Your Family and Wealth with Expert Estate Planning
What is Estate Planning ?
Estate planning offers invaluable benefits that extend far beyond the distribution of assets. One of its key advantages is the assurance of asset protection. Through meticulous planning, individuals can safeguard their wealth from unnecessary taxation and legal complexities, ensuring that a significant portion is preserved for their chosen beneficiaries.
Why Estate Planning ?
Estate planning is crucial for ensuring that your assets are distributed according to your wishes after you pass away, while also minimizing potential taxes and legal complications for your loved ones. By creating a comprehensive estate plan, which may include wills, trusts, powers of attorney, and advanced healthcare directives, you can provide clarity and guidance to your family members, protect your assets from unnecessary taxes and creditors, and ensure that your legacy is preserved in the manner you desire.
Benefits
Family Security
Estate planning provides a means to secure the financial future of your family. By designating guardians for minor children, establishing trusts, and outlining your wishes for healthcare decisions, you can ensure that your loved ones are cared for and financially supported in the event of your incapacity or passing.
Asset Protection
One of the primary benefits of estate planning is the protection of your assets. Through strategies such as trusts and wills, you can ensure that your wealth is distributed according to your wishes, minimizing the risk of disputes and legal challenges among heirs.
Minimization of Taxes
Proper estate planning can help minimize the tax burden on your estate, allowing you to transfer assets to heirs more efficiently. Through tools like trusts and gifting strategies, you can reduce the impact of estate taxes, ensuring that a greater portion of your wealth is preserved for your beneficiaries rather than being diminished by taxes and legal fees.
Fee Schedule
Effective January 17, 2024
Trust package
This package includes a Revocable Living Trust, Last Will & Testament, Health Care Power of Attorney, Financial Power of Attorney, Living Will and Real estate transfer deed. $995.00
Last Will and Testament package
This package includes, a Last Will & Testament, Health Care Power of Attorney, Financial Power of Attorney, and Living Will. $595.00
Power of Attorney & Living Will package
Health Care Power of Attorney, Financial Power of Attorney, and Living Will. $395.00
Amendments & Codicils
$195.00 (each)
Last Will and Testament
A last will and testament is a legal document that communicates a person's final wishes pertaining to their assets. It provides specific instructions about what to do with their possessions. It will indicate whether the deceased leaves them to another person, a group, or wishes to donate them to charity. $250.00
Trust
Trusts can be established to provide legal protection for the trustor's assets to ensure they are distributed according to their wishes. Additionally, trusts can save time, reduce paperwork, and sometimes reduce inheritance or estate taxes. $495.00
Health Care Power of Attorney
A Durable Power of Attorney for Health Care is a document that lets you name someone else to make decisions about your health care in case you are not able to make those decisions yourself. It gives that person (called your agent) instructions about the kinds of medical treatment you want. $195.00
Financial Power of Attorney
A financial power of attorney (POA) is a legal document that grants a trusted agent the authority to act on behalf of the principal-agent in financial matters. The former is also referred to as the attorney-in-fact while the principal-agent is the person who grants the authority. $195.00
Living Will
A living will is a written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions, such as pain management or organ donation. $195.00
Real Estate Transfer Deed
$195.00
LLC Formation
$250.00
Articles of Amendment
$150.00
Uncontested Probate
$1200.00 + filing fee
Notary
$10.00 (per page)
Questions?
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(623) 250-6493
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15331 W. Bell Rd., Suite 314
Surprise , AZ 85374
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Monday to Friday
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