Comprehensive Estate Planning

Comprehensive

Estate Planning

- Over 25 Years Of Experience -

There are several reasons why people delay estate planning. Some may be single, young, childless, don’t think they own enough assets, or believe they don’t have the time to go through the process. While these reasons may sound legitimate, they are precisely the reasons why one should make time to set up an estate plan. Luckily, our estate planning team can help you through the planning process, making it a breeze for you to tick off this vital task from your “ways to look out for my future self” list. 

This work might seem overwhelming, but it doesn’t have to be! You can start with a complimentary consultation from an estate planning attorney.

What is Estate Planning?

Find out some of the basics of estate planning and why it should be a priority for you and your loved ones.

Estate planning involves arranging your assets to ensure they are distributed according to your wishes after your death or incapacity. Without a plan, your family may face unexpected challenges. It’s essential to have an estate plan to take care of your loved ones.

How an estate plan provides protection:

(Click the plus sign for details.)

A beneficiary is someone who receives assets from you, such as an individual, a non-profit organization, or another entity. Estate planning is a process that enables you to specify how you want your assets to be divided and who you want to inherit them after you pass away. If you do not have a proper estate plan in place, your assets may be distributed according to state law, which may not reflect your wishes.

An estate plan can safeguard your beneficiaries’ inheritance from creditors, lawsuits, or divorces, ensuring that your assets are utilized for their intended purposes.

Probate is the legal process of distributing a deceased person’s assets. It can be time-consuming, expensive, and public. Estate planning can help avoid probate and allow for more efficient asset distribution.

Estate planning can help minimize estate and beneficiary taxes. Proper planning enables tax-efficient asset transfers.

A complete estate plan will identify the individuals who will have legal authority to make your medical and financial decisions on your behalf if you become incapacitated. This avoids what we call a “living probate”; that is, probate proceedings such as a conservatorship or guardianship that occur during your lifetime.
Our estate attorneys tailor customized estate planning solutions that fit your specific objectives and circumstances. Take the next step to securing your future by completing the short form on this page to connect with an estate planning attorney.

Our Estate Planning Services

Click the icon to learn more about the estate planning solutions we offer.

Avoid probate, keep your affairs private, and protect your spouse and children.

We work to maximize your bequeathments (and minimize unnecessary taxes).

Safeguard your assets from future liabilities and predatory plaintiffs.

The great use of life is to spend it for something that will outlast it

 – William James

Together We Build, Protect & Preserve Your Wealth

We’ve always been forward-thinking. Trajan Estate was the first law firm in the United States to be approved as an Alternative Business Structure. The Arizona Supreme Court approved Trajan Estate as the first traditional law firm with attorney and non-attorney owners. This distinction represents our commitment to providing clients with best-in-class, end-to-end financial and estate planning services.

Clients Say...

Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly or from Google. Click here for our Google profile.

Dedicated

We are here to help with as many phone calls, emails, meetings, and reviews as it takes to ensure you feel confident about your plan.

Experienced

With decades of legal experience, our team has been featured on ABC News, NBC News, FOX News, and AZCentral.com.

Insightful

Receive simple but powerful advice on the often-complex question of how best to protect your family going forward, including complicated estate taxes.

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From our Blog

Read inspiration on why we plan ahead and what to consider.
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It is crucial to ensure that your wishes are recorded in the correct manner. By examining the estate planning challenges faced by celebrities, we can gain powerful insights into the significance of proactive preparation and the indisputable advantages of using trusts to prevent family disputes.

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