While many people dread thinking about their own mortality, estate planning is a very important step for you to take, particularly if you want a say in how you or your property are to be treated. As most people who have experienced this can attest, handling another person’s affairs in the event of death or incapacity can be very difficult. The best decision you can make to spare your loved ones that frustration and expense is to consult with an experienced estate planning attorney—leave a legacy, not a mess!
Estate planning is about more than just leaving a legacy for your loved ones—a well-written estate plan can help fulfill many of your goals, such as:
- Avoiding Probate
- Planning for potential incapacity
- Providing for and protecting beneficiaries
- Tax planning
- Designating a guardian for your children
In the Phoenix/East Valley area, the legal team at Davis Miles McGuire Gardner, PLLC, is eager to educate you on proven strategies to protect, hold and transfer your wealth. Attorney Charlotte C. Johnson has over a decade of legal experience designing estate plans and proven strategies for individuals and families throughout our local communities. She is committed to finding solutions that ensure your peace of mind and limit the likelihood of future probate-related disputes.
How Our Personalized Approach Benefits You
We do not believe in cookie-cutter estate planning. Given your unique circumstances and preferences, attorney Johnson will work with you to craft a plan tailored your specific needs, as well as best achieves your personal and financial goals.
Depending on your specific needs, Charlotte regularly drafts and revises a variety of estate planning instruments, including:
- Advance directives (Health care Powers of Attorney and Living Wills)
- Mental health care powers of attorney
- Durable financial powers of attorney
- Last wills and testaments
When these documents are actually needed, it is often too late to put them in place if they don’t already exist. With attorney Johnson’s assistance, you can take responsible steps today to streamline the administration of your estate in the event of your death or incapacity, saving your loved ones time and stress in the future.
Already completed your estate plan? Well, estate planning is not a once and done arrangement, but often requires ongoing maintenance. This is why we recommend we regularly review your estate plan to make sure that it considers changes in the law, as well as changes over the course of your life, such as marriage, divorce, having children, other family dynamics, accumulating wealth, retirement, and long term care.