Estate and Tax Planning

Arizona Estate and Tax Planning Attorneys

For more than 45 years, the attorneys of Warner Angle Hallam Jackson & Formanek PLC have helped people plan for the future. That is exactly what estate planning is, planning for the future. It is a method of ensuring that your hard-earned assets are passed on in the manner that you feel is appropriate.

To schedule a meeting with a Phoenix estate planning attorney, e-mail us or call us at (602) 264-7101.

Estate planning has progressed beyond wills and trusts. While those components still play crucial roles in most estate plans, there are other tools that can be used to accomplish your goals. Among the tools available are:

• Wills
• Trusts (generation skipping trusts, charitable foundation trusts, special needs trusts, Crummy trusts)
• Tax planning
• Medical and durable powers of attorney
• Advance directives and medical directives
• Living wills
• Gift exclusions
• Marital deductions
• Lifetime allowances

When you choose us to assist you with estate and tax planning, we will incorporate the tools that are right for your situation. To do that, we take the time to learn about your situations. We learn about you, your family and your assets. We learn about your vision of the future. Only with that information can we provide you with an estate plan that is truly right for you.

We take an informational approach to estate planning and tax planning. As we move forward and learn about your situation, we provide you with the information you need to understand the tools that are available and the benefits they can have for your estate plan. You will truly understand your estate plan and tax strategies.

From complex tax planning to avoid having to turn over your assets to the government, to special needs trusts, and beyond, we know how to build estate plans that are dedicated to meeting your needs.

Contact us at (602) 264-7101 to schedule a meeting with an experienced estate and tax planning lawyer.