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Estate-planning Scottsdale

Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account...
Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account the possibility of incapacity of a person and administers a probate which maximizes the estate value by reducing other expenses. A probate distributes property after death and includes the validation of the will, estate representative hearing notification of creditors and the estate distributed to the will beneficiaries. Some modern estate planners recommend probate avoidance strategies to eliminate the cost and time of the probate process. Mediation is available to settle disputes. For minors and beneficiaries in incapacity, a guardian is often designated. Estate planning law overlaps with elder law which also provision long term-care, and involves wills, trusts, powers of appointment and attorney as well as property ownership.
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17 results for Estate-planning

Axa Advisors in Scottsdale

14851 N Scottsdale Rd, Scottsdale, 85254
(480) 483-4074

This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable professional.

axa advisors, axa equitable, axaonline, advice

Westbrook Financial Services in Scottsdale

7425 E Stetson Dr, Scottsdale, 85251
(480) 424-7271

MetLife Center for Special Needs PlanningSM, Westbrook, CFP, Financial Planning, financial plan, life insurance, employee benefits, executive benefits, deferred comp compensation, disability, Di, LTC, long term care insurance, investment ...

asa, arizona, cfp, financial planning

Winfields in Scottsdale

14850 N Scottsdale Rd, Scottsdale, 85254
(480) 473-9301

The Winfield Group is a financial advisory firm dedicated to building and protecting wealth for high net worth individuals. Our primary goal is to create financially secure futures for our clients and their families. Our offices are located in Scottsdale ...

financial, financial planning, investments, asset management

Wealthtrust Arizona in Scottsdale

8434 E Shea Blvd, Scottsdale, 85260
(480) 483-7300

Scottsdale Arizona Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Risk Management and Tax Planning services.

estate planning, financial, financial planning, investments

Davis Limited in Scottsdale

11111 N Scottsdale Rd, Scottsdale, 85254
(602) 279-1900

Schedule a free consult with the attorneys at the law firm of Davis Limited in Scottsdale. Solutions to family law, business and bankruptcy problems.

attorney, attorneys, bankruptcy, business litigation

Santerre, Scott R in Scottsdale

7920 E Thompson Peak Pkwy, Scottsdale, 85255
(480) 991-3990

Scottsdale Estate Planning Attorney, Estates, Arizona Law Firm Focusing on Estates and Family Business Law, Lawyers in Scottsdale, AZ

arizona, attorney, attorneys, business law

Law Offices of Robert D Gillen in Scottsdale

7500 E Pinnacle Peak Rd, Scottsdale, 85255
(480) 513-3300

Providing asset protection, wealth preservation, offshore trusts, complex estate planning, trusts/wills, trust administration, and business succession planning.

asset protection planning, business planning, estate planning, legal

Robyn D. Young, CPA in Scottsdale

5010 E Shea Blvd, Scottsdale, 85254
(480) 367-6633

Your local Arizona CPA office. To help in all of your financial, tax and accounting needs. Our Service is Your Solution.

accountants, accounting, arizona, bookkeeping

Copperwynd Financial in Scottsdale

8560 E Shea Blvd, Scottsdale, 85260
(480) 348-2100

Copperwynd Financial LLC. This web site is designed to help our clients achieve their financial goals through a long-term personal relationship with a trusted and knowledgeable financial advisor.

advice, advice and services, adviser, annuities

Scottsdale Wealth Advisors in Scottsdale

17470 N Pacesetter Way, Scottsdale, 85255
(480) 664-6060

On our Web site, you'll find educational Financial Articles, E-Seminars, Monetary Newsletters, Economic Calculators and a Tax Library. Topics include Investments and Retirement Planning, Roth IRA Conversions, Risk Management and Estate Conservation Planning ...

adviser, asset allocation, asset management, broker

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