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Estate Planning

Knowledgeable Pima County Lawyers Prepare Effective Estate Plans

ACCOMPLISHED TUCSON ATTORNEYS DEVELOP PERSONALIZED LEGAL INSTRUMENTS

One of the most important decisions people make concerns the legacy they choose to leave at the end of their lives. If you want to make sure that your final wishes are honored, you should create a framework to address the distribution of assets, final expenses and important medical decisions. At Goldstein & Scopellite, PC in Tucson, our highly trained lawyers have established a reputation for providing effective estate planning counsel tailored to the individual needs of clients. Our Pima County lawyers have 85 years of combined experience and can work closely with you to create wills, trusts and other documents that accomplish your goals and comply with Arizona law.

ARIZONA FIRM DRAFTS WILLS TO MEET YOUR PARTICULAR NEEDS

The preparation of a will can be as simple or complex as the nature of your estate and your specific objectives. However, in order to ensure these documents can withstand legal scrutiny, they should be drafted by an Arizona estate planning attorney who understands crucial issues such as:

  • Legal requirements — Our firm ensures that the language in your will is clear to avert potential confusion among your heirs. Under state law, two witnesses must be present when you sign the document. We guide you through the process and can have the will notarized so that is self-proving, which accelerates probate when the time comes.
  • Choosing an Administrator — Appointing a trusted person to serve as your estate’s administrator, or personal representative, gives you the security of knowing that your directions will be carried out faithfully. We explain the specific duties that are involved and make sure that your will names a suitable individual.
  • Modifications — Even if you already have a will, periodic review is necessary to make sure that the document accurately reflects your current financial situation and relationships. Our lawyers will conduct a thorough evaluation and facilitate any changes that need to be made.

Dying without a will in Arizona means that your property is apportioned according to the state’s intestacy law, which creates an order among your family members. Assets are transferred to recipients regardless of your wishes or your feelings toward the individual person. We can help you avoid intestacy and give you the control you deserve over your property.

ADVISERS OUTLINE THE ADVANTAGES OF LIVING TRUSTS AND OTHER LEGAL DEVICES

Trusts are legal instruments that can be crafted to meet your individual estate planning goals. In some cases, they are used to minimize taxes, handle property transfers or manage business assets. One type of trust that appeals to many clients regardless of the size of their estate is a living trust, which allows people to maintain access to their assets throughout their lifetime. At the time of the trust creator’s death, the property passes to named beneficiaries without having to go through probate. Whether you’re considering a trust or any other estate planning instrument, it’s important to remember that one size does not fit all, and only personalized counsel from a qualified estate planning attorney can give you a full perspective on your options.

THOROUGH COUNSELORS CREATE LIVING WILLS TO CONTROL MEDICAL TREATMENT

If you are incapacitated by an injury or illness, a living will can help you express what type of medical treatment you wish to receive and protect your loved ones from having to make very difficult choices. We can outline the types of procedures that can be addressed in an advance medical directive and draft a document that specifically details your wishes. You can also create a healthcare power of attorney, which allows you to name a trusted person to make decisions on your behalf in case of physical or mental debilitation.

Contact a knowledgeable Arizona estate planner to schedule a consultation

Goldstein & Scopellite, PC advises clients in Pima County and the surrounding area on all types of estate planning matters, including the creation of wills and trusts. Please call 520-365-3185 or contact us online to schedule an appointment at our Tucson office.

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Our Office
  • Tucson Office
    509 S. 6th Ave. (Near Armory Park)
    Tucson, Arizona 85701
    Phone: 520-389-6496
    Fax: 520-202-0392