Wills, Trusts & Estate Planning

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McFarlane Law, PLC
14500 N. Northsight Blvd, Suite 217
Scottsdale, AZ 85260

Phone: 480-991-0032
Fax: 480-483-6673

Guiding You Through the Estate Planning Process

Effective estate planning is about more than just preparing documents. It is about communicating your wishes to an experienced lawyer who will make sure you have the right estate planning structures in place to help you achieve peace of mind about the future.

At McFarlane Law, PLC in Scottsdale, we assist clients throughout Arizona with both simple and complex estate plans. We work with estates of all sizes and would be happy to help you put together an estate plan that meets your needs. Contact us to learn more.

Helping Clients Communicate Their Last Wishes

Our attorneys provide a range of estate planning services tailored to the individual needs of each client. Certain documents are included in most estate plans, including the following:

  • Wills: Every client should have a last will and testament to express his or her wishes regarding guardians for minor children, funeral arrangements and the distribution of property not dealt with in other ways.
  • Trusts: A revocable living trust is the most common device used to transfer property and control assets after death for beneficiaries, while simplifying the administration of the estate and avoiding probate.
  • Powers of attorney: A power of attorney allows you to appoint a representative to make important personal, financial, health care, and end of life decisions if you become incapacitated.
  • Living wills: A living will (also known as an “end of life directive”), often in conjunction with a medical power of attorney, gives you the opportunity to express your specific wishes regarding end-of-life decisions.

Other documents and strategies may be necessary in order to help you carry out specific goals, such as providing for the financial support of your children before they reach full adulthood. One of our estate planning lawyers will carefully go over all of your options with you so you can decide on the best approach.

Revocable Trusts; Special Needs Trusts; Tax Planning with Trusts, and Elder Law.

Trusts are a declaration created by a grantor for the benefit of designated beneficiaries which appoints a trustee to manage the trust assets and income for the economic benefit of all the beneficiaries. Such a trust may be revocable or irrevocable. Sometimes a revocable trust is called a “Living Trust.” By creating a trust, one can generally avoid the probate process. Contact us to determine if a trust should be an appropriate part of your estate plan.

Guardianships and Conservatorships

When it is necessary to appoint a guardian for a person who is unable to maintain their affairs, or a conservator to protect and manage the finances of a minor or incapacitated person, our law firm can take the steps necessary to establish a guardianship or conservatorship. We will prepare the petition for a guardianship or conservatorship, and will appear at all necessary court hearings in order to establish the guardianship or conservatorship. Contact us to determine if a guardianship or conservatorship is appropriate for your loved one.

Protecting Assets and Reducing Tax Liability

For clients with substantial assets, complex investments or unique needs, our attorneys have the probate, tax and business law experience to provide complex estate planning services, including estate and gift tax planning.

Various asset protection devices — including family limited partnerships, special needs trusts, charitable trusts, qualified personal residential trusts, dynasty trusts, life insurance trusts, spendthrift trusts and education trusts — can often help clients reduce their exposure to taxes and other risks while achieving their personal goals.

Call us today to learn more about our comprehensive estate planning services.

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