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Experienced Estate Planning Attorney Helps Protect Your Family

Surprise, Arizona lawyer serves clients throughout greater Phoenix

Many people look at estate planning as a simple exercise in obtaining the right documents. Some even download estate planning templates from a website and proceed to fill in the blanks and check off certain boxes. Unfortunately, this approach is not going to accomplish what you want most from an estate plan: ensuring that your death or disability triggers vital support as quickly as possible, with the least disruption possible, and the least possible intrusion by the court. At Pennington Law, PLLC, I have more than 10 years of estate planning experience, counseling clients from a variety of circumstances, from active duty military to retirees. I am committed to helping you create an estate plan that addresses the full range of your concerns at a price you can afford.

Highly personal approach to estate planning

To accomplish as much as possible, I take a personal approach: I spend the time needed to get to know you so I can provide reliable advice based on your specific circumstances. By actively listening to your concerns, I am able to help you identify the proper goals for your estate plan. I can then implement a carefully planned strategy that addresses your family’s needs and gives you peace of mind.

Elements of a successful estate plan may include:

  • Last will and testament — Your will is your last expression of affection for family, friends, and organizations you value. I help you draft and execute a valid will that can stand up against court scrutiny. I can also review an existing will and help you change it to more accurately reflect new circumstances.
  • Living trusts — Trusts are legal instruments for holding and transferring assets. With a living trust, you can enjoy your property while you’re alive and pass it seamlessly to your heirs when you die. Trusts are very flexible instruments, allowing you to place conditions on gifts so you can protect the interests of your beneficiaries. Trusts also help you preserve and protect assets from estate taxes.
  • Living wills — Also called an advance directive, a living will allows you to state the type of lifesaving interventions you feel are appropriate or not for your stage of life.
  • Powers of attorney — These instruments allow one person, called a principal, to transfer decision-making authority to another person, known as the agent. Powers of attorney can cover a variety of purposes, such as medical treatment or personal finances. A power of attorney can transfer legal authority when it is created, or the authority can “spring” from a triggering event, such as the principal’s incapacity.
  • Parent contingency plan — If you have minor children, it is important to express your preference regarding who should care for them in case you die suddenly. Although this is more urgent for single parents, couples cannot overlook the unlikely possibility they could be taken in a common accident.

Which estate planning tools are right for you depends on your particular circumstances. Relying on a one-size-fits-all approach can leave significant gaps in your plan and expose your family to a great deal of uncertainty. At Pennington Law, PLLC, I am committed to designing complete plans for comprehensive coverage.

Contact my Surprise, AZ office today for a free estate planning consultation

When creating an estate plan to safeguard your family’s future, you want an attorney whose advice you can trust. I am determined to provide reliable counsel based on a personal approach to every aspect of your estate plan. Call Pennington Law, PLLC at 623-208-7867 or contact my Surprise, AZ office online to schedule your free consultation. Home and hospital visits available.