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Essential Estate Planning

You can enjoy the peace of mind that comes with knowing that you have taken the right steps to develop a plan that will meet the needs of you and your family throughout your lifetime and beyond. Our goal is to help you create a legacy that will be remembered, have impact, and influence those you leave behind. And we promise to do that without rushing you and without legalese, just plain English.


Many client’s informed vision of Estate Planning is usually something like this:


“We want to control our property while we are alive, take care of us and our loved ones if we become disabled, and give what we have, to whom we want, the way we want, and when we want. Furthermore, if we can, we want to save every last tax dollar, professional fee, and court cost legally possible.”


If you do not have an estate plan that meets all of the objectives stated above, someone else has control of your affairs. This is true not just upon your death, but also upon your incapacity. Arizona intestacy laws will dispose of your assets upon your passing according to state law. Likewise, costly guardianship and conservatorship proceedings will determine who takes care of you and manages your assets upon your incapacity.


Planning now while you are fully capable puts you in control! Directly handle any concerns you may have including:


Making sure only trusted people will handle your affairs upon incapacity or death.


Protecting your child’s future inheritance from a divorcing spouse, creditors, or any concerns you have about their ability to manage it.


Ensuring that you have clear instructions so that you receive only the medical treatment that you desire.


You will not be rushed at our office. You will meet with Dennis and have the time needed to address your concerns. To learn more about the solutions that put you in control, please call the office to schedule a free initial consultation.


13843 W. Meeker Boulevard Suite 105 Sun City West, Arizona 85375

Sun City West, AZ 85375

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