Estate Planning
There are many reasons for having an estate plan of your own. Chief among them is that if you do not have your own plan, the IRS and the state of Arizona will create one for you. They, not you, will decide how your assets are distributed and your estate is administered. The result? You, your heirs and your legacy will likely suffer some painful financial consequences.
Given the advantages of having your own estate plan, it is equally important to have the right law firm design your plan. At Bregman Burt Feldman, we focus on estate planning and related practice areas. Our level of experience and knowledge of the law allows us to go well beyond traditional estate planning approaches. We can help you and your family take advantage of recent changes to the law to protect as many of your assets as possible; minimize taxes; preserve your wealth for your enjoyment today and that of your loved ones after you are gone; prepare in advance the health care requirements that come with growing older; and much more.
Here are just some of the services we provide:
- Wills
- Trusts, including Revocable Living Trusts, Dynasty Trusts, Irrevocable Trusts, Life Insurance Trusts, Qualified Personal Residence Trusts, Retirement Trusts, Minors’ Trusts, Generation-Skipping Trusts, and more
- Gifting Programs
- Charitable Planning
- Powers of Attorney
- Health Care Directives
- HIPAA Authorizations
- Family Limited Partnerships
It should be noted that if you already have an estate plan, we can review it and, chances are, put our experience to work on your behalf to make it better.
