mesa estate planning lawyers

estate planning attorneys in mesa

Experience the Benefits Our Estate Planning Team Offers

Affordable, Detail-Oriented Arizona Estate Planning Attorneys

Drafting your own will with self-help court forms can save you money, but probably won’t allow you and your beneficiaries to take advantage of all of the benefits that estate planning offers. Most people simply don’t have the knowledge and experience surrounding Arizona estate planning, or the time and energy to gain it, that a skilled estate planning attorney has. So if you try to cut corners while planning your estate, you could end up with family disputes during your illness or after your death, additional taxes, less increase in property value, and more. Our experienced Arizona estate planning team knows how to plan your estate strategically and efficiently, allowing us to charge competitive rates for our services. We make estate planning more affordable for families in Mesa and across Arizona. Whether you need to amend your estate plan, or need help deciding which combination of instruments to use, our estate planning team is ready to help.

Life is unpredictable, but a carefully crafted estate plan can give you and your family a sense of security knowing that your loved ones will be provided for after you pass away. You can rest easy knowing that your estate plan has been crafted by a meticulous, experienced professional. Our Arizona estate planning team doesn’t just offer high quality legal services at bargain rates- we also offer flexible hours and phone appointments to work with our clients’ schedules. We are able to offer a quote for affordable flat rate services for most clients. To get started with your free phone consultation, call 480-833-8000 to speak with one of our Mesa Estate Planning lawyers today.

WILLS

Make Your Wishes Clear With a Carefully Drafted Will

Using the precise wording that will guarantee that your assets go to your intended beneficiaries can be more difficult than it seems. You will also need to name an executor for your estate, as well as an alternate if your executor is unable to fulfill their responsibilities. Your executor will be responsible for guiding your estate through probate and distributing your assets amongst your beneficiaries.

ESTATE PLANNING

Carefully Crafted to Preserve Your Legacy

If you own anything of value, you’d probably rather pass it on to those you love the most, rather than the state or distant and opportunistic relatives. While it can be unpleasant to think about your own death, proper estate planning can reduce stress and tensions after your passing. It also can help reduce the amount of time your estate spends in probate, so that your loved ones can receive their inheritances without delay.

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STRENGTHEN YOUR ESTATE PLAN

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Strengthen Your Estate Plan Against Disputes and Challenges

Will disputes can be one of the biggest holdups during the probate process. An improperly executed will, including one that was signed under undue influence, could be invalidated. Challengers may also say that you didn’t have the legal capacity necessary at the time of signing, or that the will was created fraudulently. Not only will these types of disputes draw out the probate process, but they can also cost your intended recipients thousands of dollars in attorney’s fees. Make sure your will is executed properly with the assistance of an experienced professional.

Avoid the Most Common Estate Planning Mistakes

One of the most common mistakes we see is people waiting to plan their estate until it is too late. Even if you are young and healthy, you could be in an accident that takes away your ability to articulate your wishes. For example, you won’t be able to tell doctors which medical treatments you consent to if you’re in a coma, or create any valid estate planning documents if you’ve experienced a head injury that takes away the requisite mental capacity to do so. Wills and other legal documents can be changed in the future through codicils, so it’s never too early to start planning your estate.

Another common mistake we see is not communicating your intentions with your beneficiaries. If one of your potential heirs has expectations about your estate that conflict with your plan, it can make things easier to let them know in advance rather than after you pass away.

When wills and other estate planning documents are drafted hastily and without the proper knowledge of applicable state law, it can create unnecessary delay and expense. Oversights could lead to tax liability that an estate planning attorney would have been able to avoid. You could also make mistakes like improper witnessing and unclear phrasing if you draft your own will.

ESTATE PLANNING FAQs IN MESA

YOUR ESTATE PLANNING QUESTIONS ANSWERED BY MY ARIZONA LAWYERS

ANSWER:

An “estate” is actually a general term that refers to everything a person owns. An estate is usually made up of a combination of real property, or real estate, and personal property, which is any type of property without land attached to it. Your insurance policy and retirement account proceeds are not a part of your estate. Most people like to choose who will receive each of the specific assets they own, and thus utilize a process known as estate planning.

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ANSWER:

Estate planning is the process of executing important legal documents that will be used to pass your assets down to your loved ones, and determine how you would like many issues to be handled before and after your death. Common documents included in an estate plan include a last will and testament, powers of attorney, a living will and other advanced directives, trusts, HIPAA waivers, and more. When your estate is planned strategically, your family members will see fewer delays, taxes, and fees.

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ANSWER:

An estate plan in Mesa, Arizona allows you to let your loved ones know just how much you mean to them by leaving them your treasured belongings or creating trusts for their financial needs in the future. It also allows you to choose who should be your children’s legal guardian, as well as your estate’s executor. Plus, an estate plan can help you avoid the probate process, speed up when your loved ones receive their inheritances, reduce tax liability, strengthen your will against disputes, and more. You can also let your doctors know how to proceed when you require certain types of medical treatments, or who you would like to make those decisions if you are unable to. Powers of attorney can also be used to help you keep your affairs in order if you are ever unavailable for an obligation or legally incapacitated.

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ANSWER:

A will is the first building block for the rest of your estate plan. Passing away without a will could put your family in an unfortunate position because of two missed opportunities in creating a will besides passing down your possessions. The first of these is designating a legal guardian for your children if they are still under the age of 18 when you pass away. The second is naming an executor for your estate. The executor is responsible for filing your will and death certificate with the court, and taking all the necessary steps to distribute your estate among your beneficiaries.

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ANSWER:

If you pass away without a will in Mesa, Arizona, this is known as dying “intestate.” Each state has its own intestacy laws that lay out how the decedent’s assets should be distributed when they don’t have a valid will. In Arizona, most of the intestate succession hinges on whether you were married at the time of your death, and if you have surviving descendants. Descendants are children, grandchildren, and so on. If the decedent isn’t survived by a spouse or descendants, the state will next look to the decedent’s parents and their descendants. At some point, if the state can’t locate any viable heirs on the decedent’s family tree, the state will receive the estate.

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ANSWER:

Anyone over the age of 18 can create an estate plan in Arizona. Advanced health directives could become relevant at any age, and you should create instruments to distribute your estate once you accrue property. You should also create an estate plan if you have children. Most people need to update their estate plans every 3-5 years.

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ANSWER:

Advanced health directives are used to instruct your physicians if you ever lose the ability to make your own health care decisions- e.g., you experience a serious TBI or fall into a coma. The most common type of advanced health directive is a living will. You can use a living will to let your doctors and loved ones know whether you’d like to be kept on life support, receive dialysis and prescription drugs, and more. You can also create specific orders to keep doctors from resuscitating you or emergency responders from taking you to the hospital. These are commonly used by people who strongly wish to pass away in their own homes. An accident that would make an advanced health directive necessary can happen at any time, so you’re never too young to start adding these instruments to your estate plan.

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ANSWER:

By default, every estate in Arizona is required to go through probate. Probate is the legal process of validating a will, making sure that all taxes and debts from the estate are paid, and distributing it among the beneficiaries. Your creditors may bring claims during probate. Your family members may also dispute your will, which will extend how long the process takes. The executor has a large role in making sure that each step of probate is completed.

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ANSWER:

To avoid all the delays and fees associated with probate, the goal in estate planning is to avoid probate at least partially, if not altogether. Assets distributed through trusts don’t need to go through probate. You can title your properties in joint tenancy so that whoever you choose will immediately own the property after your death. You can also title your bank accounts as payable on death or transferable on death to any person of your choosing. If you reduce the technical size of your estate enough by the time you pass away, your estate may qualify for an Arizona small estate affidavit. This can be used when your real property totals less than $100,000, and your personal property totals less than $75,000.

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ANSWER:

If you have relatively few assets, you may be able to execute a will on your own without hiring an attorney. But an estate planning attorney can help you make sure your will is executed correctly, strengthening it from disputes from disgruntled family members. Additionally, your Mesa Will and Estate attorney can also help you use multiple documents to get the most out of your estate. We can assist you with everything from charitable giving to specifying funds for a relative’s education or medical care.

CONTACT AN EXPERIENCED ARIZONA ESTATE PLANNING ATTORNEY – FREE CONSULTATION

ANSWER:

If you have relatively few assets, you may be able to execute a will on your own without hiring an attorney. But an estate planning attorney can help you make sure your will is executed correctly, strengthening it from disputes from disgruntled family members. Additionally, your Mesa Will and Estate attorney can also help you use multiple documents to get the most out of your estate. We can assist you with everything from charitable giving to specifying funds for a relative’s education or medical care.

CONTACT AN EXPERIENCED ARIZONA ESTATE PLANNING ATTORNEY – FREE CONSULTATION

Our Mesa Estate Planning Lawyers Answer Your Questions about Wills, Trusts, and More

ESTATE PLANNING FAQs WITH OUR MESA ATTORNEYS

Our Mesa Estate Planning Attorneys can even help you create a trust to provide for your pets’ care after your passing. Furthermore, we’ll also make sure that your combination of powers of attorney and advanced health directives make all of your wishes clear in case of emergency. To get started with your free consultation, call 480-833-8000 today.

TYPES OF ESTATE PLANNING DOCUMENTS IN ARIZONA

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You can use far more documents than your last will and testament while creating your estate plan in Arizona.

You can utilize any combination of these to make sure that you have preparations for every possible situation: