Estate Planning
What is an Estate Plan?
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An estate plan covers the transfer of property at death as well as a variety of other personal matters. The core document most often associated with this process is a will. Estate planning can also constitute a living will, a health care power of attorney and a financial power of attorney, or estate tax minimization and asset protection structure.
Crafting an estate plan often involves the support and expertise of a counsel of professional advisors who are familiar with your long-term goals, your assets, and your family. Setting up an estate plan may involve the services of a variety of professionals, including accountants, financial planners, life insurance advisors, bankers and brokers, and an attorney.
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What Happens in the Absence of an Estate Plan?
In the absence of an estate plan, the State of Arizona decides who your heirs will be and determines the priority of who will handle your estate. This means that, without an estate plan, who benefits and who does not benefit from your estate may be out of your control. You have the legal right to determine how your estate is to be distributed. Working with an experienced estate planning attorney to navigate this process will give you peace of mind and assure that your goals and wishes for your estate are legally secured.
Josh Mozell is a certified specialist in Estate and Trust Law by the Arizona Board of Legal Specialization. He is prepared to guide you through estate planning, living trusts, revising existing Wills and Trusts, power of attorney arrangements, and more. Josh can help you thoughtfully and meticulously craft an estate plan that ensures the protection of your legacy and the fulfillment of your long-term goals.
A well-drafted estate plan is one of the most important gifts you can leave your loved ones. However, the estate planning process can be complicated, lengthy, and full of difficult decisions. As an attorney specializing in estate planning, Josh Mozell can guide you and your loved ones through this process by working closely with you to express your long-term interests, make strategic decisions, and create thorough and thoughtful estate documents that are aligned to your unique situation and desires.