Phoenix Estate Planning Attorney
Serving the Phoenix community and surrounding areas throughout Arizona, we understand the unique needs of local families and businesses. If you need any of our services or have questions about what we offer, don’t hesitate to reach out to us. We’re here to help and would be happy to assist you
Phoenix Office Details
Address: 2375 E Camelback Rd #600, Phoenix, AZ 85016
Phone: (602) 609-5488
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
Why Is Trust-Based Planning Important?
Trust-based planning promotes control, privacy, and limits court involvement during your lifetime or upon your death.
Why Should You Not Delay?
Most families delay planning because life feels too busy, that they haven’t earned enough to warrant getting their estate planning done, they feel “too young,” or they’re unsure where to begin. But estate planning only works if it’s done before you need it. A solid plan protects you during incapacity, not just after death, and prevents loved ones from scrambling during a crisis.
When Should You Review Your Estate Plan?
You should review your estate plan every 3-5 years, or when you have a big life change such as birth of a child or death of a family member/loved one.
Meet Our Phoenix Estate Planning Team
Serving clients in Phoenix, AZ and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
