Reliable Waddell Law Firm Help Clients Secure Their Loved Ones’ Futures

Experienced Arizona attorney assists with estate planning issues

Planning for the possibility of a sudden incapacity or death is crucial to protecting your family’s financial and emotional wellbeing. At J. Brooks Law, LLC in Waddell, our attorney represents clients throughout Arizona in many types of estate planning matters and is dedicated to helping you secure your legacy. Whether you need to update your will, discuss the benefits of a living trust or find ways to minimize estate tax liability, our attorney will thoroughly review your situation and provide a detailed plan to achieve your objectives.

Accomplished advocate handles all your will-related matters

Having a will ensures your property will be distributed according to your wishes, but keeping it updated is equally important so that the provisions remain valid and enforceable. Arizona requires all wills, and any subsequent changes, be written, signed by the person making the will and attested by two witnesses.

Fulfilling these formal requirements is essential, but equally important is the content of the document. You need your will to accurately reflect what you want for your family, and our attorney can make sure you create a document that truly represents your wishes. Our firm can also help you revise your will in response to changes in circumstances and relationships.

Knowledgeable legal advocate will help you reduce estate taxes

Fortunately, estate tax liability is not an issue for most individuals because Arizona has no estate tax, and federal estate taxes only apply to estates worth more than $11.7 million. If there is still concern, though, there are a number of strategies one may use to reduce potential tax liability, including:

  • Gifts
  • Charitable contributions
  • Trusts
  • Family limited partnerships

Our attorney is well-versed in all available tax reduction and avoidance strategies and will advise you of the options that fit your situation.

Responsive lawyers understand how to use living trusts

A living trust allows you to retain control over your property throughout your life and is entirely revocable. The main benefit of a living trust is that it avoids the time and expense of probate while facilitating an orderly transfer of property to your beneficiaries. Our attorney will help you determine if a trust is right for you.

Committed counselors create living wills to convey your medical treatment preferences

An illness or injury can prevent you from having a say in your medical treatment. A living will is intended to cover these circumstances and outlines the type and extent of medical treatment you want to receive. It also relieves your family of the burden of having to make these difficult decisions. Our firm understands how important this document is to your peace of mind and will ensure it is a part of your estate plan.

Contact a respected Arizona law firm to schedule a free consultation

At J. Brooks Law, LLC, our attorney represents clients in Phoenix and throughout Arizona in a range of estate planning issues. Please call (602) 235-0552 or contact our firm online to schedule a free consultation at our Waddell office.