Legal services
We keep your case moving with clear documents, fast response, and steady communication. Scope agreed up front, practical advice throughout, hands on approach with your attorney.
Asset Protection
Asset Protection
Not only for the elderly, Asset Protection helps qualify for long term care benefits with need-based government benefits such as Medicaid through Arizona Long Term Care System (ALTCS).
We support both people in need of immediate need of needs-based benefits with emergency planning when there is an imminent or current need for needs-based benefits.
We also support proactive asset protection planning which is done to prepare for the potential need for needs-based benefits before an emergency arises.
Asset protection planning helps minimize and potentially eliminate Medicaid estate recovery and long-term care spend down requirements.
Asset Protection includes ensuring the client has estate planning documents including Wills, Trusts, Health Care Power of Attorney, Mental Health Care Power of Attorney, and HIPAA Waivers that are drafted to ensure they allow actions to be taken to support Asset Protection. In other words, a narrowly drafted testate document may result in taking actions necessary to qualify for Medicaid to be more difficult, more costly, or delay the ability to qualify for needs-based benefits.
Estate Planning
Estate Planning
We work with the client to personalize a comprehensive estate plan to best fit you and your family to meet your goals. Our fees are flat rate, with scope agreed to in advance so everyone knows what to expect.
Estate Planning Areas Covered:
· Living Trust (Revocable Trust)
· Irrevocable Trust
· Last Will and Testament (Will)
· Durable Power of Attorney (Financial)
· Medical Power of Attorney
· Mental Health Power of Attorney
· HIPAA Authorization
· Living Will
· Life Insurance Trusts
· Charitable Trusts
Firearm Trusts
Firearm Trusts
Firearm Trusts are ancillary to traditional estate planning and focus on Firearms and NFA items (Short-Barreled Rifles (SBRs), Short-Barreled Shotguns (SBSs), Suppressors
(AKA Silencers), Machine Guns, "Any Other Weapons (AOW), and Destructive Devices). Firearm Trusts can help with lawful shared use, probate avoidance, compliance planning, and controlled succession and reduce the risk that family members or fiduciaries will accidentally violate firearms laws.
We offer the following Gun Trust Options:
Bronze Gun Trust: Inexpensive basic trust for NFA items.
Silver Gun Trust: Gun Trust that handles both NFA and conventional firearms. Ability for specific gifts. Allows for spousal planning where Bronze Gun Trust does not.
Gold Gun Trust: All the benefits of the Silver Gun Trust and Enables sharing and lifetime beneficiaries, Trust Protector options, charitable planning, and dynasty trust options.
The firearm trusts do not include completing or submitting
any applications or forms for firearms or NFA items
with local CLEO or ATF (AKA BATFE).
Special Needs Trust Planning (Supplemental Needs Trust Planning)
Special Needs Trust Planning (Supplemental Needs Trust Planning)
We work to help qualify whether Special Needs Trust Planning for yourself or Supplemental Needs Trust Planning for a third party with a disability that qualifies for means-based public benefits, such as Supplemental Security Income (SSI) and Medicaid) is a good fit.
The purpose of this type of planning is to avoid a direct transfer of assets to the beneficiary that could disqualify them from needs-based assistance.
The advantages to Special Needs Trust Planning and Supplemental Needs Trust Planning include:
· Preserving access to means-tested government benefits
· Protecting funds from mismanagement or direct dissipation
· Supplemental Third Party Trusts, may preserve
remainder assets for other beneficiaries
· Allows a tailored distribution for education, therapy, recreation, transportation, and other supplemental needs.
· Secure Supplemental Needs Trusts can help disabled or chronically ill eligible designated beneficiaries (EDBs) to receive distributions from retirement accounts with the stretch past the current 10 year distribution requirement for non-eligible EDBs.
Premarital Agreement (AKA Prenuptial Agreement)
Premarital Agreement (AKA Prenuptial Agreement)
Arizona statutes permit Premarital Agreements (often referred to as Prenuptial Agreements, Prenups) which are a written contract entered into by two parties prior to marriage. It identifies how financial matters will be during the marriage and if the marriage terminates (dissolution, divorce, death).
· A Premarital Agreement provides financial clarity
to help both parties clearly identify what property and obligations each person brings into the marriage.
Reducing ambiguity and future disputes.
· Asset protection to protect premarital assets, family wealth, inheritances, business interests, and other property either party wishes to keep separate.
· Debt allocation to clarify responsibility for existing or future debts, to help prevent one spouse from becoming
unfairly burdened by the other's liabilities.
· Reduction in conflict by resolving financial expectations
in advance.
· Predictability is improved to allow the parties to establish a degree of control over financial outcomes rather than leaving the issues to be argued in Court.
· Transparent discussion which may be difficult, but the discussion and disclosure of finances, assets, income, and expectations can promote informed decision making.
Pet Trusts
Pet Trusts
A trust may be created for an animal to provide for the care of the animal if the owner becomes incapacitated or passes away. It allows the naming of a care giver to provide day-to-day care for the pet and a trustee to manage and distribute funds. You can specify care instructions such as grooming, veterinary treatment, and routine.
Ready to Protect What Matters Most?
Ready to Protect What Matters Most?
Ready to Protect What Matters Most?
Legal services
We keep your case moving with clear documents, fast response, and steady communication. Scope agreed up front, practical advice throughout, hands on approach with your attorney.
Asset Protection
Asset Protection
Not only for the elderly, Asset Protection helps qualify for long term care benefits with need-based government benefits such as Medicaid through Arizona Long Term Care System (ALTCS).
We support both people in need of immediate need of needs-based benefits with emergency planning when there is an imminent or current need for needs-based benefits.
We also support proactive asset protection planning which is done to prepare for the potential need for needs-based benefits before an emergency arises.
Asset protection planning helps minimize and potentially eliminate Medicaid estate recovery and long-term care spend down requirements.
Asset Protection includes ensuring the client has estate planning documents including Wills, Trusts, Health Care Power of Attorney, Mental Health Care Power of Attorney, and HIPAA Waivers that are drafted to ensure they allow actions to be taken to support Asset Protection. In other words, a narrowly drafted testate document may result in taking actions necessary to qualify for Medicaid to be more difficult, more costly, or delay the ability to qualify for needs-based benefits.
Estate Planning
Estate Planning
We work with the client to personalize a comprehensive estate plan to best fit you and your family to meet your goals. Our fees are flat rate, with scope agreed to in advance so everyone knows what to expect.
Estate Planning Areas Covered:
· Living Trust (Revocable Trust)
· Irrevocable Trust
· Last Will and Testament (Will)
· Durable Power of Attorney (Financial)
· Medical Power of Attorney
· Mental Health Power of Attorney
· HIPAA Authorization
· Living Will
· Life Insurance Trusts
· Charitable Trusts
Firearm Trusts
Firearm Trusts
Firearm Trusts are ancillary to traditional estate planning and focus on Firearms and NFA items (Short-Barreled Rifles (SBRs), Short-Barreled Shotguns (SBSs), Suppressors
(AKA Silencers), Machine Guns, "Any Other Weapons (AOW), and Destructive Devices). Firearm Trusts can help with lawful shared use, probate avoidance, compliance planning, and controlled succession and reduce the risk that family members or fiduciaries will accidentally violate firearms laws.
We offer the following Gun Trust Options:
Bronze Gun Trust: Inexpensive basic trust for NFA items.
Silver Gun Trust: Gun Trust that handles both NFA and conventional firearms. Ability for specific gifts. Allows for spousal planning where Bronze Gun Trust does not.
Gold Gun Trust: All the benefits of the Silver Gun Trust and Enables sharing and lifetime beneficiaries, Trust Protector options, charitable planning, and dynasty trust options.
The firearm trusts do not include completing or submitting
any applications or forms for firearms or NFA items
with local CLEO or ATF (AKA BATFE).
Special Needs Trust Planning (Supplemental Needs Trust Planning)
Special Needs Trust Planning (Supplemental Needs Trust Planning)
We work to help qualify whether Special Needs Trust Planning for yourself or Supplemental Needs Trust Planning for a third party with a disability that qualifies for means-based public benefits, such as Supplemental Security Income (SSI) and Medicaid) is a good fit.
The purpose of this type of planning is to avoid a direct transfer of assets to the beneficiary that could disqualify them from needs-based assistance.
The advantages to Special Needs Trust Planning and Supplemental Needs Trust Planning include:
· Preserving access to means-tested government benefits
· Protecting funds from mismanagement or direct dissipation
· Supplemental Third Party Trusts, may preserve
remainder assets for other beneficiaries
· Allows a tailored distribution for education, therapy, recreation, transportation, and other supplemental needs.
· Secure Supplemental Needs Trusts can help disabled or chronically ill eligible designated beneficiaries (EDBs) to receive distributions from retirement accounts with the stretch past the current 10 year distribution requirement for non-eligible EDBs.
Premarital Agreement (AKA Prenuptial Agreement)
Premarital Agreement (AKA Prenuptial Agreement)
Arizona statutes permit Premarital Agreements (often referred to as Prenuptial Agreements, Prenups) which are a written contract entered into by two parties prior to marriage. It identifies how financial matters will be during the marriage and if the marriage terminates (dissolution, divorce, death).
· A Premarital Agreement provides financial clarity
to help both parties clearly identify what property and obligations each person brings into the marriage.
Reducing ambiguity and future disputes.
· Asset protection to protect premarital assets, family wealth, inheritances, business interests, and other property either party wishes to keep separate.
· Debt allocation to clarify responsibility for existing or future debts, to help prevent one spouse from becoming
unfairly burdened by the other's liabilities.
· Reduction in conflict by resolving financial expectations
in advance.
· Predictability is improved to allow the parties to establish a degree of control over financial outcomes rather than leaving the issues to be argued in Court.
· Transparent discussion which may be difficult, but the discussion and disclosure of finances, assets, income, and expectations can promote informed decision making.
Pet Trusts
Pet Trusts
A trust may be created for an animal to provide for the care of the animal if the owner becomes incapacitated or passes away. It allows the naming of a care giver to provide day-to-day care for the pet and a trustee to manage and distribute funds. You can specify care instructions such as grooming, veterinary treatment, and routine.
Ready to Protect What Matters Most?
Ready to Protect What Matters Most?
Ready to Protect What Matters Most?
Legal services
We keep your case moving with clear documents, fast response, and steady communication. Scope agreed up front, practical advice throughout, hands on approach with your attorney.
Asset Protection
Asset Protection
Not only for the elderly, Asset Protection helps qualify for long term care benefits with need-based government benefits such as Medicaid through Arizona Long Term Care System (ALTCS).
We support both people in need of immediate need of needs-based benefits with emergency planning when there is an imminent or current need for needs-based benefits.
We also support proactive asset protection planning which is done to prepare for the potential need for needs-based benefits before an emergency arises.
Asset protection planning helps minimize and potentially eliminate Medicaid estate recovery and long-term care spend down requirements.
Asset Protection includes ensuring the client has estate planning documents including Wills, Trusts, Health Care Power of Attorney, Mental Health Care Power of Attorney, and HIPAA Waivers that are drafted to ensure they allow actions to be taken to support Asset Protection. In other words, a narrowly drafted testate document may result in taking actions necessary to qualify for Medicaid to be more difficult, more costly, or delay the ability to qualify for needs-based benefits.
Estate Planning
Estate Planning
We work with the client to personalize a comprehensive estate plan to best fit you and your family to meet your goals. Our fees are flat rate, with scope agreed to in advance so everyone knows what to expect.
Estate Planning Areas Covered:
· Living Trust (Revocable Trust)
· Irrevocable Trust
· Last Will and Testament (Will)
· Durable Power of Attorney (Financial)
· Medical Power of Attorney
· Mental Health Power of Attorney
· HIPAA Authorization
· Living Will
· Life Insurance Trusts
· Charitable Trusts
Firearm Trusts
Firearm Trusts
Firearm Trusts are ancillary to traditional estate planning and focus on Firearms and NFA items (Short-Barreled Rifles (SBRs), Short-Barreled Shotguns (SBSs), Suppressors
(AKA Silencers), Machine Guns, "Any Other Weapons (AOW), and Destructive Devices). Firearm Trusts can help with lawful shared use, probate avoidance, compliance planning, and controlled succession and reduce the risk that family members or fiduciaries will accidentally violate firearms laws.
We offer the following Gun Trust Options:
Bronze Gun Trust: Inexpensive basic trust for NFA items.
Silver Gun Trust: Gun Trust that handles both NFA and conventional firearms. Ability for specific gifts. Allows for spousal planning where Bronze Gun Trust does not.
Gold Gun Trust: All the benefits of the Silver Gun Trust and Enables sharing and lifetime beneficiaries, Trust Protector options, charitable planning, and dynasty trust options.
The firearm trusts do not include completing or submitting
any applications or forms for firearms or NFA items
with local CLEO or ATF (AKA BATFE).
Special Needs Trust Planning (Supplemental Needs Trust Planning)
Special Needs Trust Planning (Supplemental Needs Trust Planning)
We work to help qualify whether Special Needs Trust Planning for yourself or Supplemental Needs Trust Planning for a third party with a disability that qualifies for means-based public benefits, such as Supplemental Security Income (SSI) and Medicaid) is a good fit.
The purpose of this type of planning is to avoid a direct transfer of assets to the beneficiary that could disqualify them from needs-based assistance.
The advantages to Special Needs Trust Planning and Supplemental Needs Trust Planning include:
· Preserving access to means-tested government benefits
· Protecting funds from mismanagement or direct dissipation
· Supplemental Third Party Trusts, may preserve
remainder assets for other beneficiaries
· Allows a tailored distribution for education, therapy, recreation, transportation, and other supplemental needs.
· Secure Supplemental Needs Trusts can help disabled or chronically ill eligible designated beneficiaries (EDBs) to receive distributions from retirement accounts with the stretch past the current 10 year distribution requirement for non-eligible EDBs.
Premarital Agreement (AKA Prenuptial Agreement)
Premarital Agreement (AKA Prenuptial Agreement)
Arizona statutes permit Premarital Agreements (often referred to as Prenuptial Agreements, Prenups) which are a written contract entered into by two parties prior to marriage. It identifies how financial matters will be during the marriage and if the marriage terminates (dissolution, divorce, death).
· A Premarital Agreement provides financial clarity
to help both parties clearly identify what property and obligations each person brings into the marriage.
Reducing ambiguity and future disputes.
· Asset protection to protect premarital assets, family wealth, inheritances, business interests, and other property either party wishes to keep separate.
· Debt allocation to clarify responsibility for existing or future debts, to help prevent one spouse from becoming
unfairly burdened by the other's liabilities.
· Reduction in conflict by resolving financial expectations
in advance.
· Predictability is improved to allow the parties to establish a degree of control over financial outcomes rather than leaving the issues to be argued in Court.
· Transparent discussion which may be difficult, but the discussion and disclosure of finances, assets, income, and expectations can promote informed decision making.
Pet Trusts
Pet Trusts
A trust may be created for an animal to provide for the care of the animal if the owner becomes incapacitated or passes away. It allows the naming of a care giver to provide day-to-day care for the pet and a trustee to manage and distribute funds. You can specify care instructions such as grooming, veterinary treatment, and routine.
Ready to Protect What Matters Most?
Ready to Protect What Matters Most?
Ready to Protect What Matters Most?