Estate Planning

Hiring An Estate Planner - 3 Critical Components To Consider

Hiring an estate planner can be a daunting task… Here are a few things to consider as you start the process of figuring out who to hire.

There are three key components you need to make sure you have when deciding on someone to help you with your estate plan. Are they acting in a fiduciary capacity? Are they qualified to give legal advice? Do they know how to coordinate all aspects of your estate and financial plan?
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LEAVING A LEGACY PLAN

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LEAVING A LEGACY PLAN

Two things are certain: death and taxes. Some of us grasp that reality early, so we create wills, living trusts and estate plans. Others deny this reality and leave their heirs with perplexing questions, added stress and even anger when they pass away.The truly farsighted among us opt for a full-fledged legacy plan.

2 Southeast Valley Locations to Serve You Better:

Gilbert Office

3303 E Baseline Rd, Ste 112

Gilbert, AZ 85234

 

Queen Creek Office

22211 S Ellsworth Rd

Queen Creek, az 85142

 

Arizona Counties We Serve:

● Apache County ● Cochise County ● Coconino County ● Gila County ● Graham County ● La Paz County ● Maricopa County ● Mohave County ● Navajo County ● Pima County ● Pinal County ● Santa Cruz County ● Yavapai County ● Yuma County