A will and a trust, or multiple trusts, are valuable pieces of your estate plan. Your will can ensure that the right beneficiaries receive the appropriate share of your estate, while a trust can help protect assets from creditors, avoid probate, and ensure a steady stream of income for the beneficiary. Our Mesa, AZ, wills and trusts lawyer can help you develop the right kind of legal protection to help you protect everything you’ve worked hard to build. Please contact LifePlan Legal AZ today for a consultation.
Wills And Trusts Lawyer Mesa, AZ
Are you concerned about how your family will get by if you pass away early? Perhaps you have a pet charity that you would like to benefit financially after you pass away, or maybe you have special heirlooms that you wish to bequeath to certain individuals. Your will can do all of these things and more. A will is a legal document that dictates how an individual wants their estate (the sum of everything they own when they pass away) distributed. If you have a specific heir you want to leave a large sum to, or a close relative that you don’t want to inherit, you can ensure that happens.
A trust legally owns specific assets, like a house, bank account, retirement or investment account, or other assets. It names a beneficiary and terms by which the beneficiary can enjoy the fiscal benefits of the assets in the trust without actually owning them. You can use a trust to fund a child’s education, ensure that a spendthrift relative doesn’t blow through their inheritance, or help someone with special needs pay for things that their government benefits don’t cover.
A will and a trust are two different, yet, critical, pieces of your estate plan. Together, they can help ensure your family is protected. And both of these documents act as a roadmap for your family. Your wishes for the estate are clear, so there will be no infighting among relatives. Our Mesa wills and trusts lawyer gets to know you and what maters most, then we use our proprietary estate planning system to develop solid protections that withstand a challenge in probate court.
Experienced Legal Advice Matters For Your Will and Trust
In a robust estate plan, your will and a trust complement each other, creating strong protections for your assets. Our Mesa wills and trusts lawyer can ensure that your estate plan documents will withstand a challenge in probate court and preserve your assets for the people you love. We have the dedicated experience you need.
- Top ratings on AVVO, National Professional Legal Association
- Firm founder and lead attorney Jake Carlson named Top Estate Planning Attorney by Arizona Magazine Top Attorneys
- Senior attorney Glenn McMinn brings over 30 years of estate planning experience to the table
- Lead attorney Becky Easton has been featured on podcasts such as Speak Up to Lead Up, The Efficiency Bee Podcast, and Cultivating Collaboration with Avontage
Do you need help writing or revising a will or creating a trust? We’re ready to help. Contact LifePlan Legal AZ today for a consultation.
