If you are searching for “estate planning attorneys near me” in Phoenix or Scottsdale, Arizona, Moshier Law can help!
Looking for a simple and affordable way to pass down assets to your beneficiaries? Are you concerned about who will care for you, or your spouse, or a beloved pet? Then you should consider estate planning.
Everyone has an estate, large or small. In Arizona, your estate plan is written if you don’t have your own customized plan. You read that correctly: If you do not have an estate plan, then the State of Arizona will ensure your assets are distributed based on the laws of this state. The state laws that govern the way your assets will be distributed if you die “intestate” are A.R.S. § 14-2102 (surviving spouse) and A.R.S. §14-2103 (heirs other than surviving spouse).
Moshier Law works to design individualized plans that meet each family’s unique needs and properly provide for the legacy that each client deserves. Are your assets at risk for infighting among your children, or even between your spouse and your children? Verbal instructions about people’s behaviors aren’t enforceable. The only way to ensure your legacy and your hard work are maintained in the manner you would have wanted is to make sure that your estate plan is properly completed.
A common mistake is waiting to plan your estate. Many people believe that this is something to take care of between the ages of 60 and later when in fact now is the time. The world is becoming more complex and litigious. There is no way to predict when Estate Planning will be needed, and our recommendation is that you plan your estate, then revisit the plan on a regular schedule.
Do you need a trust? If you want creditor protection, or to distribute your assets on a specific schedule, you may want to consider a trust. Trusts are less expensive than you would expect, and they can be easily changed. They also help your family avoid the need for probate. A trust is a love letter to your family, telling them you cared enough to plan for their needs in advance.
Estate Planning Services
Estate planning can be one of the most stressful parts of your life because this not only affects your life but the life of your loved ones as well. The Moshier Law treats every client with the proper respect and dignity they deserve when creating a custom plan for their specific needs. We intend for estate planning to be a personal process which is why we spend the time listening and getting to know you and your individual situation before offering our professional guidance. We view this as a long personal relationship and understand plans change and estate planning should change alongside your needs or circumstances.
Our intention is to work together by listening to your concerns and providing the necessary guidance to make a smart well-informed decision. With over 15 years of legal experience in the state of Arizona, our compassionate team of legal experts will inform you of all your options and any legal requirements.
We will take the time to properly explain any legal questions you may have and how they can affect your loved one’s future. By working together we are able to focus on creating a plan that properly represents your final wishes including your healthcare, finances, and any unfinished business in the Phoenix, Scottsdale and other Arizona valley area.
If you create your Estate Plan with Moshier Law, you can create:
- Will (this may be in addition to your trust)
- Health care directive
- Legal authorization in the form of a Power of Attorney
- Trust (based on your situation)
- Charitable Trusts
- A/B Trust
- Revocable Living Trust
- Irrevocable Trust
- Third Party Special Needs Trust
- Financial Power of Attorney
- Health Care Power of Attorney (Physical and Mental Health Care)
- Memorial Instructions
- Pet Trust
- Beneficiary Deed
- Personal Property Memorandum
- HIPAA Releases
You can also appoint a conservator or guardian in your estate plan.
What Does an Estate Planning Lawyer Do?
Estate planning should end with a well thought out PLAN for you and your family. This is not just drafting a final will and testament; your attorney should work alongside you in the planning process to ensure that your finances and property are properly taken care of. This plan should contain details about what to do about taxes, savings, property and any other remaining assets that would be passed on to your beneficiaries as well as your creditors.
A skilled estate attorney should provide guidance on living trusts, power of attorney, advance healthcare directive and other legal documents. This allows for your family to worry less since you have clearly stated your wishes and removes some of the stress since a plan was already created for this difficult situation.
How To Choose Estate Planning Lawyer
Choosing an estate planning attorney can be one of the most crucial decisions you make to protect your family as well as your assets.
- Most general practice lawyers can draft a will for you, but you should consider someone who focuses on this area of law.
- Since your attorney will be acting on your behalf it is important to have someone that you connect with personally as they will be the ones carrying out your wishes for you and your family.
- If your lawyer is not properly educated and up to date in Arizona Estate Planning laws your estate plan could be invalidated by a judge.
Speak with Our Estate Planning Attorneys in Scottsdale
The Moshier Law is here to help you and your loved ones feel secure about your financial future during the Estate Planning process. Throughout the Estate Planning process, we will treat you and your loved ones with the proper respect and dignity your last will and testament deserves. We also aid with creating a living trust, power of attorney, advance health care directives, trust administration, and other estate planning issues.
Finding the estate planner can be difficult.
Divorce and Family Law
When a case demands litigation, you’ll have the benefit of 19 years of litigation experience in California and Arizona. But when a case demands collaborative law, or mediation, you’ll know every option.
Moshier Law services all of Phoenix and Scottsdale, Arizona. Jennifer and her team of professionals seek to resolve Family Law cases efficiently with your goals in mind.
Jennifer Moshier, Scottsdale Divorce Lawyer