Morris Hall, PLLC

Estate Planning Attorneys

MakePayment with multiple options
CALL NOW: 1 (888) 222-1328
  • Home
  • Our Firm
    • About Morris Hall
    • Attorneys
    • Career Opportunities
    • Client Membership Plan
    • Communities We Serve
      • Carefree
      • Chandler
      • Flagstaff
      • Mesa
      • Oro Valley
      • Phoenix
      • Prescott
      • Scottsdale
      • Sedona
      • Tucson
    • Morris Hall Core Values
    • Our Team
  • Estate Planning Services
    • Advanced Estate Planning
    • Asset Protection
    • Power of Attorney
    • Trust Administration and Probate
    • Wills and Trusts
  • Resources
    • Blog
    • Elder Law Reports
    • Elder Law Resources
      • Mesa Elder Law
      • Phoenix Elder Law
      • Tucson Elder Law
    • Estate Planning
      • Do I Need an Estate Plan?
      • Estate Planning Problems
    • FAQs
      • Asset Protection Planning
      • Avoiding Probate
      • Business Succession Planning
      • Charitable Gifting
      • Dementia
      • DIY Estate Planning Forms
      • Financial Planning
      • Nursing Home Planning
      • Pet Planning
      • Planning for Retirement
      • Power of Attorney
      • Probating a Small Estate in Arizona
      • Social Security Retirement Benefits
      • Tax Avoidance Planning
      • Trust Administration
      • Understanding Elder Abuse
      • Veterans Benefits
      • Wills
    • Probate Resources
      • Probate
      • Flagstaff Probate
      • Mesa Probate
      • Phoenix Probate
      • Sedona Probate
      • Tucson Probate
    • Published Books
      • Don’t Go Broke in a Nursing home
      • Tax Free Money for Long-Term Care!
    • Recent Law Changes and Improvements Affecting Arizona
    • Reports
    • Trusts Resources
      • These Case Studies Hammer Home the Value of a Living Trust
      • Update My Living Trust
    • Videos
    • What to Do When Death Occurs
      • What Not To Do When Someone Dies
      • Who To Contact After A Loved Ones Death
  • Reviews
    • Testimonials
    • Review Us
  • Locations
  • Events
    • Seminars / Webinars
    • Past Webinar Recordings
  • Contact
    • Consultation Policy
    • Contact Us
    • Discounts

The New Year is Here

January 6, 2014 by Morris Hall, PLLC Leave a Comment

2014 is here and it is time to start making your New Year resolutions.  One should be to review your estate and financial plans.  You have made the great first step by having your plan put in place.  Now make sure it continues to meet your goals.

We recommend having your estate plan reviewed every three years.  Laws are like the Titanic, slow moving, and should give you plenty of time to make adjustment.  But without the periodic reviews, your plan may hit that oncoming iceberg.

For the financial component, we listen to our financial planning colleagues, and will say to have your finances reviewed annually – make sure the course you charted is still heading in the proper direction.

At the very minimum, every year you should verify that your assets are correctly tied to your trust – most should be titled in the trust’s name but some, such as retirement plans, should list the trust as a beneficiary.

Also, if you have had life changes during the last year, it is important to review your estate plan with your attorney.  Has a loved one passed away?  Have you had additional children or grandchildren since you last reviewed your plan?  Do you remember who you listed as your decision makers?  Do you still trust the ones you have listed?  All of these questions and more should be asked and addressed.

Start 2014 the right way – make an appointment with a qualified estate planning attorney to have your plan reviewed!

Why Choose Morris Hall:
You have a number of options when it comes to estate planning, so why pick Morris Hall?  First off, estate planning and asset protection are a very complicated endeavor and you should only trust someone who focuses exclusively on those matters.  Also, MH is a proud member of The American Academy of Estate Planning Attorneys (AAEPA) which provides us additional support, advanced training, tools and information that is not available to others – which means that we can better protect your assets and your loved ones.  We are one of only two firms in Arizona that belong to the AAEPA and are the only firm in that has been granted membership.  If you have assets and loved ones that you want to protect, you are in good hands with MH.  Contact us today at 888.222.1328 to schedule an appointment!

  • Author
  • Recent Posts
Morris Hall, PLLC
Morris Hall, PLLC
At Morris Hall, we have focused our legal practice on estate planning for over 50 years.  Along with estate planning, our attorneys help clients and their families with matters of probate, trust administration, wills, powers of attorney, business planning, succession planning, legacy planning, charitable gifting, and other important legal aspects.  Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Tucson, Prescott, Flagstaff and Arrowhead.  Contact us today at 888.222.1328 to schedule an appointment!

This blog should be used for informational purposes only. It does not create an attorney-client relationship with any reader and should not be construed as legal advice. If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.
Morris Hall, PLLC
Latest posts by Morris Hall, PLLC (see all)
  • Estate Planning Tips for Solo Seniors - November 17, 2023
  • Inheritance Planning: Have You Considered Digital Assets? - November 16, 2023
  • Estate Administration: Executor vs. Trustee Roles and Considerations - November 15, 2023

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

MH logo

Main Office

7600 N 16th St, Ste 105

Phoenix, AZ 85020

Phone: 602-249-1328

Fax: 602-248-2887

Subscribe to Our Newsletter

For a sample Click Here

Offices

Our law firm proudly serves many areas in Arizona. See all of our locations here.

Our law firm proudly serves the state of Arizona.  See all of our locations here.

Toll Free: 888-222-1328

Mon-Thur: 8:00am – 5:00pm
Fri: 8:00am – 4:00pm

(Our offices are closed for lunch between 12pm-1pm daily)

  • Linkedin
  • Twitter
  • Facebook
  • Youtube
  • Instagram

Need an Estate Planning Lawyer in Arizona?

Looking for an estate planning attorney near you? We have office locations in Phoenix, Mesa, Chandler, Scottsdale, West Valley, Carefree, Prescott, Sedona, Flagstaff, Tucson, and Oro Valley in Arizona so please visit us at the location that is closest to you.

  • © 2023 American Academy of Estate Planning Attorneys, Inc All rights reserved.
  • Disclaimer