Estate Planning

If you are likely to have a taxable estate, a well conceived estate plan is an essential part of your financial portfolio. Whether you have spent a lifetime building your estate or are just beginning to accumulate assets, sound legal advice from an attorney who understands the advantages and disadvantages of estate planning techniques, can help you develop the future of your estate to protect assets and minimize loss of capital through taxation. 

At the Arizona law firm of Rose and Huey, PLLC; our attorneys offer legal services in all areas of estate planning formation and administration for large estates as well as the use of cost effective techniques for smaller estates. We assist individuals and families with plans for their estates, post-death estate plans and legal guidance for those who are stepping in to help an aging parent who is no longer able to manage assets on his or her own.

Provisions of wills and trusts also include instructions for the care, guardianship and education for children who are under 18 years of age, instructions as to what to do at the time of death, as well as designating healthcare directives. Our clients’ estates may involve tax-oriented living trusts, irrevocable life insurance trusts and a variety of sophisticated, multi-level family and family business financial planning tools.

Among other estate planning techniques our attorneys use, include powers of attorney, healthcare directives, irrevocable trusts, charitable gift and charitable trust arrangements, family limited partnerships, as well as transfer and succession arrangements for business and partnership interests.

If you have questions about planning your estate, a post death estate or helping a loved one who can no longer manage his or her assets, we invite you to call our Phoenix office at (602) 340-8400. We will be happy to arrange a confidential consultation to discuss your legal options.