Estate planning is about protecting what matters most to you in the event you pass on or become incapacitated. For many, this means providing appropriately for their family, their autonomy, and the financial foundation they worked so hard to achieve.
Have a family member with special needs? A child who may need extra guidance should they receive an inheritance? Want to protect your assets along with your loved ones? Trusts are designed to have separate legal identities from the grantor, the trustee, and the beneficiary, they offer more flexible ways of managing, distributing, and protecting your family’s assets than a will can accomplish alone.
For more than 20 years, I’ve helped my clients formulate solid plans to preserve their legacies. As a graduate of ASU and Arizona Summit Law School (summa cum laude), as well as a former US Marine Corp Reservist, I am proud to serve the East Valley and beyond as a small business owner who is active in our local community.
For more than 20 years, I’ve helped my clients formulate solid plans to preserve their legacies. As a graduate of ASU and Arizona Summit Law School (summa cum laude), as well as a former US Marine Corp Reservist, I am proud to serve the East Valley and beyond as a small business owner who is active in our local community.