It's easy to plan for what you want to happen but true peace of mind comes from knowing your plan will prevent what you don't want to happen. I became an estate planning attorney at the age of 40 because I've been where you are-wanting to protect my family. When a recommended attorney created my wife's and my first plan, like most estate plans, it would not have protected our loved ones if anything went wrong in their lives after we passed away.
And we were unaware of the potential vulnerability-we didn't know what we didn't know. Now I know better and am determined to ensure our clients have a plan that works as they intend even if life throws a curve ball. Our team includes a former ALTCS employee, a Veteran, and other field experts. You don't know what will happen to your loved ones after you're gone but you can plan to protect against the curve balls that may come their way.
And we were unaware of the potential vulnerability-we didn't know what we didn't know. Now I know better and am determined to ensure our clients have a plan that works as they intend even if life throws a curve ball. Our team includes a former ALTCS employee, a Veteran, and other field experts. You don't know what will happen to your loved ones after you're gone but you can plan to protect against the curve balls that may come their way.
Services
Estate Planning
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Joe and Allison retired to Tucson from the Midwest for our warmer weather. They had two grown children and three grandchildren. Though they had a trust created in their home state about ten years ago, Joe and Allison heard it would be prudent to have their trust reviewed in their new state. However, since their beneficiaries remained the same, they assumed the review would simply be a formality.
ALTCS/Medicaid Planning
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The Arizona Long Term Care System (ALTCS) pay-rate for skilled nursing home care in Pima and Pinal counties is over $88,000 per year, and private pay rates are often higher! Do you worry about running out of money if this happens to you? You're not alone. Many fear long-term care costs will drain their savings.
Probate
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It's hard to lose a loved one. Unfortunately, our laws can make the process of transferring property from the deceased to the rightful owners difficult. If there is no dispute or contest among heirs and beneficiaries, we can help you administer your loved one's estate and help you transfer the deceased's property accordingly.
Trust Administration
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