Estate Planning Services In Mesa

Estate Planning Services in Mesa

No matter what stage you are in life, JacksonWhite understands that your situation is unique and that your estate plan should be tailored to your needs. Working with a qualified Mesa estate planning attorney can help ensure that you have the proper legal documents in place to protect the future of your loved ones upon your passing.

Single Individuals

When someone who is married suffers an accident or disability, the court often appoints that person’s spouse to make important financial and medical decisions on behalf of their spouse. However, when there is no spouse in the picture and a person does not have an estate plan in place, the court is obligated to make these decisions. To ensure that the right person is chosen to make these important decisions, it is important for single individuals to create an estate plan that outlines their wishes.

Married Couples with Children

Estate planning becomes increasingly important as couples begin to have children. However, just because children are involved does not make the estate planning process any easier. Instead, couples must consider the future needs of their children and their current position in life when developing an estate plan.

Married Couples Without Children

Similar to single individuals, married couples without children often overlook estate planning. Some childless couples believe that without an estate plan in place, their marital property would automatically be transferred to their spouse in the event of their passing. However, even if property is transferred to a spouse, unexpected problems can arise that could cause legal and/or financial problems for the surviving spouse.

Business Owners

You’ve worked too hard to build a business to neglect estate planning. It is in the best interest of business owners to prepare an estate plan that ensures that their business maintains its vision and continues growing and prospering long after they are gone. This could mean requesting that the business remains in the family or by passing on the business to a trusted associate.

Family Member Who Is Incapacitated or Has Special Needs

When there is a family member who is incapacitated or has special needs, estate planning is essential. Some families believe that leaving an inheritance to a special needs individual could help that person, but this gift could have negative repercussions.

Many individuals who have special needs receive public benefits like Medicaid or SSI. As these programs are needs based, receiving a monetary gift could cause the person to lose their benefits. An estate plan can help outline how financial and medical expenses should be handled in the event of incapacity.

Second Marriages and Blended Families

More than half of marriages end in divorce, meaning estate planning has become increasingly common in second marriages and blended families. It can be difficult to plan for the future when multiple families are involved and it is never the intention to offend a former spouse or stepchildren. Fortunately, there are a variety of legal tools that can help individuals in these situations make the appropriate arrangements.

Estate Services for Assets

  • Less than $500,000
  • Less than $1,000,000
  • Less than $10,000,000
  • In excess of $10,000,000 and philanthropic desires

Call our Arizona estate attorney David Weed today at 480-573-6909 to discuss your case.

Estate Planning Services in Mesa

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Contact our Mesa estate planning attorney today at
480-573-6909 or fill out the form below to discuss your case.