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Chandler Estate Planning Attorney Helps Clients Transfer Assets

Law firm provides comprehensive advice for Maricopa County families

Effective estate planning requires much more than asset protection and avoidance of taxes or probate. At Jeffrey P. Hall, PLLC, I take the time to learn about each client’s specific situation before formulating a complete estate plan that provides peace of mind for them and their family. In addition to distributing property at one’s death, a comprehensive estate plan requires clear directions on issues such as medical treatment and caring for children. No matter the size of your estate, conflicts can tear families apart and dissipate the assets involved. From my offices in Chandler and Peoria, I provide compassionate counsel that benefits my clients and their heirs.

Trustworthy counsel for preparing a last will and testament

Prior to your free initial consultation, we start with a questionnaire to help assess your priorities. This forms the basis of your will and other documents where you can deliver explicit instructions on:

  • Preserving assets — After you’ve accumulated property through a lifetime, I can show you how to preserve it by avoiding undue taxes or fees.
  • Providing for children — If you have minor children, nothing is more important than designating appropriate guardians in the event that they become orphaned. I can also assist with financial arrangements to fund their care and education.
  • Creating a charitable legacy — If you wish your bequests to include charitable contributions, I can explain your options and help you to set up a legacy that also offers tax benefits.

Jeffrey P. Hall, PLLC is committed to delivering exemplary counsel and service in a comfortable, cost-efficient manner.

Advice on bypassing probate by establishing a living trust

Though a living trust does not replace a will, it can be an effective way to transfer property outside of the probate process. People can establish a trust and move their property into it while maintaining control over the assets for the duration of their lives. At the point of their death, the property is then distributed to the beneficiaries named in the trust document. No matter the size or complexity of your estate, Jeffrey P. Hall, PLLC can advise you as to the required steps and potential tax advantages to forming a living trust. If you determine that a trust is the right option for you, I can draft an authoritative document to establish it.

Drafting living wills and healthcare directives to control medical treatment

If you become incapacitated by an injury or illness, your loved ones could be forced into having to make very difficult decisions at the worst possible time. To avert this, Jeffrey P. Hall, PLLC prepares clear advance directives that comply with Arizona law. I can help you create a living will to specify what treatment you do and do not wish and a healthcare power of attorney that appoints a trusted person to act as your agent.

Knowledgeable counsel on reviewing and revising estate plans

Many people learn too late that a family member’s will reflects outdated information or instructions. When death, divorce, or changes in relationships or financial circumstances occur, estate plans should be evaluated and updated. If you have not revised your will lately, I can take the time to review your situation and make any necessary revisions.

Contact a dedicated Chandler estate planning attorney to help preserve assets

With offices in Chandler and Peoria, Jeffrey P. Hall, PLLC assists Arizona individuals and families with estate planning and probate litigation. Call 480-409-5174 or contact me online to schedule a free initial consultation.