New Mexico and Arizona Estate Planning Attorney

Is your current estate preservation plan adequate for protecting your family’s assets and wealth for your children, grandchildren and generations to come? Whether you have had a plan in place for years or have recently decided to consider ways to protect your assets, it pays to take a deeper look.

Morris Hall, PLLC is recognized as one of the preeminent estate planning law firms serving clients in Arizona and New Mexico. We are more than just estate planning attorneys. MH is a complete estate planning and asset protection law firm.

Morris Hall offers a level of individualized services, insight and experience that few other estate planning law firms in the southwestern United States can. Our membership in the selective American Academy of Estate Planning Attorneys gives us the ability to offer documents and experience to which nonmember firms simply don’t have access. At Morris Hall, we’ll examine more than 20 key factors to ensure your estate plan meets your goals. Does the AAEPA really make that much of a difference? Thousands of successful clients over the past 45 years agree that it does.

Straight Answers in Plain English

Whether your assets include millions of dollars in securities and business holdings or you own a simple house in the suburbs, income, capital gains and estate taxes, creditor protection, asset transfers and the necessary planning documents are complicated. We focus on your concerns and desires so that we can offer you the best possible options in preparing your estate plan. We understand the intricacies of the law. More importantly, our experienced legal team will make sure that you understand the documents you are signing and the tools you are using to protect your family.

Contact us to start with a thorough review of your estate planning needs during a consultation at one of our convenient office locations in your community. We will carefully address needs and concerns, such as:

  • Applicability of a revocable living trust
  • State and federal estate taxes (No tax returns or income tax advice)
  • Qualified trusts for your IRA and retirement accounts
  • Divorce and creditor protection
  • Community property issues
  • Life insurance needs
  • All other areas of asset allocation and asset protection

The Foundation of Any Estate Plan is the Living Trust

If you already have a living trust written before 2009, it may need to be amended to include provisions to conform with changes in the law (including IRA/401(k) distributions, asset protection and divorce protection for your children, and protection against spend-down for long-term care). We offer strategies and solutions that can protect your family from the consequences of expected and unexpected events.

AAEPA • WealthCounsel • AV Rated* • CPAs • Licensed Financial Planners

Contact us to arrange a consultation with an experienced attorney today. Our offices are located in Phoenix, Tucson, Albuquerque and communities throughout Arizona and New Mexico.

*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.