Planning and Protecting Your Legacy

Our law firm minimizes the dangers of court control, taxes, nursing home costs and lawsuits, for people like you.

Our practice is committed to helping you plan and protect your legacy by carefully listening to and hearing what you want to accomplish and then utilizing the best up-to-date tools to accomplish your purposes.

We are the only law firm utilizing our trademarked HI-5 process to not only plan and implement the right strategies for you and your family, but to also make sure your plan is up to date and working for you.

Our main practice areas are Veterans Pensions, Elder Law, Probate & Trust Administration, Estate Planning, and Insurance Reviews.  Learn more about each field in our Practice Areas.

Veterans Pension

Veterans may be entitled to certain pension rights by virtue of their honorable service to our country during war time. Only a limited number of Arizona attorneys are accredited by the Veterans Administration to give legal advice concerning these benefits. Through complex planning, we can help veterans obtain the maximum benefits to which they are entitled.

Elder Law

Elder Law is a field of practice devoted to serving the legal needs of senior citizens. Paying for nursing home costs and navigating through a guardianship and/or conservatorship is emotionally and financially draining. We help middle-class Arizona residents develop a plan to pay for the nursing home costs without going broke. This often includes aiding adult children in working through the needs of their elderly parents. Our services are especially useful for people who may want to qualify for ALTCS (Medicaid nursing home benefits). Additionally, when adult guardianship and/or conservatorship is required because of some incapacity, we can make these confusing times manageable as we walk you through the emotional and legal maze of guardianship and/or conservatorship proceedings.

Probate & Trust Administration

Many questions arise after the death of a family member. Our firm is prepared to help clients navigate through these difficult times with compassion and with as few family disagreements as possible. We are well versed in post death estate planning, cutting off creditor claims, and the myriad legal and personal issues associated with the death of a loved one.

Estate Planning

Commonly known by the tools used (wills & trusts), our counseling and relationship-based approach is uncommon in the legal field where most attorneys bill by the hour. This discourages clients from spending the time needed with their attorney to be listened to, explore options, and devise the best customized strategy for each client. We use flat fees for our estate planning services to avoid that problem. We explain to you your options to accomplish your goals and as professionals we recommend to you what we believe are the best strategies for you. However, we honor you as the client by having you make final decisions about your plan. We then effectuate the plan you have chosen as your custom plan.

Insurance Reviews

Insurance of different types is an important component of most planning. Yet one of the biggest dangers our clients face is not having their insurance reviewed regularly. The insurance world is a rapidly changing one. Whether we work with your insurance advisors or we direct you to capable advisors who are skilled in doing comprehensive reviews, we recommend that your insurance be reviewed every few years to determine if the companies are sound, if lower premiums are available, if more or less insurance is advisable, and if a policy is no longer needed, the best method for you to make money on the policy.

 

Comments are closed.

Testimonials

Past and current experience were of such quality that we are satisfied and anticipate remaining involved with David’s organization.

Larry and Frances K.

I felt very comfortable and at ease. I would definitely recommend your office to others. Sorry about my writing. Thank you so much for your help!

Henrietta C.

Read more

Events

<< Jan 2012 >>
MTWTFSS
26 27 28 29 30 31 1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31 1 2 3 4 5