Family Wealth Planning Phoenix

Secure Your Legacy: Comprehensive Estate Planning

Planning for the future of your loved ones is crucial. A well-designed estate plan reduces estate taxes and ensures that your wealth is transferred smoothly to your heirs. Don’t wait for a crisis to plan. Proactive estate planning protects your family’s finances and preserves your legacy. 

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How do I make sure my assets are creditor protected when transferring to my heirs?

We collaborate with experienced estate planning attorneys to create plans that not only reduce estate taxes and maximize the amount your loved ones receive, but also protect your assets from creditors through comprehensive risk management strategies.  

How can I successfully pass on values, not just wealth,
to my heirs?

Effective estate planning is more than just money. We assist you in developing a family constitution that will not only instill family values in future generations fostering a strong legacy but will also prevent infighting and ensure a smooth wealth transfer while protecting your wishes.  

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What if I get into a fatal accident tomorrow?

Don’t burden your family with extra responsibilities. Our estate planning services provide peace of mind by implementing a clear wealth transfer plan to ensure your wishes are met while also avoiding confusion and delays. This ensures your legacy is preserved and your assets are protected for future generations. 

Wealth Transfer

Over 50% of significant wealth transfers are ultimately unsuccessful. Various reasons such as the assets were misspent, the estate was contested, or potential infighting amongst heirs occurred can quickly derail a well-intentioned wealth transfer plan.

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