Do I Need a Proper Estate Plan?
Arizona and New Mexico Estate Planning Attorneys
Don’t assume that your last will and testament is adequate to protect your family upon your death. It is a start, but it is not enough. Even the most carefully created will won’t protect your heirs and beneficiaries from estate taxes, expenses, publicity and delays of probate. Even if you have established a revocable living trust, it might not include every tax advantage necessary to protect your assets upon death. If you have minor children or children from a previous marriage, if you have a spouse or elderly parents with long-term care needs that can devastate an estate, if you have a potential income, capital gains or estate tax issue, or if you want to protect your beneficiaries from creditors or predators, you need a well-crafted, intelligent estate plan that covers the four corners of planning.
AAEPA • NAELA • WealthCounsel • AV Rated* • CPAs • Licensed Financial Planners
Morris Hall, PLLC, offers a full range of legal planning, documents and strategies for giving you confidence that your assets are protected now and for generations after your death. Our legal team is recognized throughout the Southwest for our professional approach and responsiveness to every client’s unique circumstances and needs. Whether you have millions of dollars in assets or are simply interested in protecting your surviving spouse and children from a diminished lifestyle upon your incapacity or death, your estate plan will benefit from our professional strategies, knowledge of tax laws and insight.
Establishing and Funding a Living Trust
For more than 30 years, our firm has practiced in the area of estate planning and asset preservation law. Our senior partners each have more than 35 years of professional planning and tax law experience and knowledge. Through the years, we have championed the importance of establishing a revocable living trust and funding it appropriately with assets that might otherwise be lost to income, business or estate taxes. When you talk to us, we will clearly explain the benefits of a revocable living trust and thoroughly analyze your financial situation. Working with professionals from MH Accounting and MH Financial, we will set up and administer a trust that will offer every legal tax and asset protection advantage possible for you now, and for your family upon your death.
Our offices are located in Phoenix, Tucson, Albuquerque and communities throughout Arizona and New Mexico. Contact us to arrange a consultation with an experienced lawyer today.
*Martindale-Hubbell’s AV peer review rating is the highest-rated category an attorney can achieve in the areas of legal skills and ethical standards. AV is a registered certification mark of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.