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Working With Our Tempe Business Attorney

We recognize that implementing an estate plan is one of the most important things you will ever do for yourself and your family, and we believe it is imperative that you feel comfortable with the process and the people with whom you are working.  For this reason we offer a complementary no-obligation consultation for all new clients.  In order to have a productive and thorough consultation, prior to our initial meeting, we will ask you to provide us with preliminary information regarding yourself, your family, and the assets you have accumulated.  During the initial consultation, we will listen and identify your concerns, goals and aspirations, so that we can suggest appropriate planning structures to address your concerns and give you the peace of mind that you and your family will be taken care of according to your wishes.

Differences Between Wills and Trusts

During our initial consultation, we will discuss and walk through the differences between will and trust.  Once we have had this discussion, the vast majority of our clients choose to create a trust-based plan.  There are many reasons for this.  A properly designed and implemented trust-based plan ensures that the probate court will not get involved in making decisions for you and your family in the event of your incapacity or death.  By using a trust, you (not the Court) dictate who makes financial decisions for you and your family in the event of your incapacity or death. In a trust plan, you (not the Court) determine who receives assets, and you have the ability to provide detailed instructions and guidelines as to how those protected assets are distributed to your beneficiaries.  A properly designed and implemented trust plan avoids the probate process, and protects your family from the frustration, delay and expense of probate court proceedings.