Law Firm of Joseph M. Udall, PLC is a legal firm that operates throughout Maricopa County and handles cases involving business law, risk management, and protection, estate planning, probate, trusts, wills, and guardianship conservatorship. The firm strives to offer an incisive analysis of each case; identify problems and give practical advice with cost-effective solutions and results. Founder and managing partner Joseph Udall earned his J.D. from Arizona State University, and is a recipient of an AV rating from Martindale-Hubbell in the areas of Business Law, Trusts and Estates and General Practice.
Charles F. Myers, PA is a law firm in Phoenix, AZ that specializes in estate planning, business succession planning, and trust administration. The firm was established in 2001, and has since prided itself on client satisfaction; handling simple and complex cases, with a team of lawyers with over 45 years of combined legal experience. Founder and firm owner, Charles Myers earned his J.D. from the University of Toledo, an LL.M in Taxation from New York University, and an AV Martindale-Hubbell rating.
Dana Law Group is a law firm located in Mesa, AZ that handles cases involving probate, trust, and estate planning. The firm was founded by Matthew Dana in 1989 and has continued through his son Zachary Dana. Together, the Dana Law Group has over 50 years of combined experience in assisting families through transitions and formation of estate and wills. Each case is personalized with cutting-edge and full service combined with common strategies to make it easy yet still effective and understandable to every client.
Brown & Jensen Law Firm is a legal firm that serves the Arizona area in cases which involve bankruptcy, estate planning, probate, trust administration, tax planning, and asset protection. The firm's principals are Shad M. Brown and Scott T. Jensen, who each bring extensive experience to their areas of practice. Brown received his Masters of Laws in Taxation from the University of Florida's Levin College of Law. He has also worked as an attorney at the IRS’s Office of Chief Counsel, representing the IRS. Jensen received his JD at the Thomas Jefferson School of Law and his BS in Business Marketing at Arizona State University's W.P. Carey School of Business.
Law Office of John E. Perry Jr., LLC is a legal firm based in Anthem, Arizona that practices in areas of business, estate planning, guardianship, Medicaid planning, and special needs trusts. Attorney Perry strives to offer an affordable and client-centric representation, with his over 30 years of legal experience. He is admitted to practice not only in Arizona but also in California and has a 7.0 AVVO rating. His background in business and finance gives him a unique perspective in cases he handles and offers trusted advice to business owners in matters of mergers and acquisition, as well as business contact and paperwork.
Williams & Williams, LLC is a law firm in Scottsdale, AZ that specializes in tax, probate, estate planning, and elder law. The firm is run by a father-son team, Michael and Taylor Williams who goes above and beyond for their clients. They have over 30 years of combined experience in their respective fields of expertise. Michael earned his law degree from St. Louis University Law School, is a member of the Arizona Bar Association, and has been a guest speaker at numerous organizations regarding tax and estate planning.
Union Retirement Solutions is a financial provider for Union members and their families for more than 20 years in the Arizona area. The group also provides other services including estate and insurance planning, as well as retirement solutions. Being an independent brokerage, the group is loyal and objective when it comes to each client. CEO and founder Jeffrey A. Skidmore has been providing his services to union members, regarding health, welfare, and pension programs since 1985. He has over 25 years of experience in financial and estate planning and numerous awards, including being named one of the top 20 Annuity Investment Advisors in the country.
The Law Office of Libby Banks is a legal firm based in Phoenix, Arizona that handles cases which include estate planning, wills, trusts, asset protection, and probate. Founder and managing partner Libby Banks personally handles each case and is known for making the process as smooth and as easy for her clients as possible. Libby offers not only legal counsel but also information by simplifying legal terminologies for clients. This information enables both sides to be open; making sure that clients are involved, every step of the way. She also requires a fixed fee for each case, for clients to have one less thing to worry about, throughout the whole experience.
Ronald F. Larson, P.C.is a law firm serving metropolitan Phoenix in areas of estate planning, probate, estate and gift taxation, wills, and trusts. Attorney Larson founded his firm in 1986 and has since earned an AV Preeminent Peer Rating by Martindale-Hubbell, as well as being listed as a Southwest Super Lawyer and one of Arizona’s Finest Lawyers. Apart from offering legal counsel, Ronald frequently speaks at seminars on estate planning, probate, and ethics. Being a military man himself, he served as appellate judge of the Arizona Court of Military Appeals from 1993 to 2011. With his years of service, he has gained a unique perspective of the law and has used this to help others.
Nicole Pavlik Law Firm is a legal firm in Phoenix, AZ that specializes in probate, estate, and business planning. Founder and managing partner Nicole Pavlik offers an initial consultation to each potential clients. This gives the firm a chance to assess the cost for their services, as well as offer a general timeline for clients. In the same vein, clients will also be given an option to proceed or find a solution that works for them. Nicole offers a flat rate for her services, for her legal and business expertise. Being a business owner herself, she has a unique perspective and extensive knowledge of business jargon and paperwork involved in running a business. Nicole earned her J.D. from Arizona Summit Law School and is a member of the State Bar of Arizona, as well as the Probate & Trust Section.
Desmond Law PLLC is a boutique practice founded by Marjorie Desmond, a probate attorney near Surprise who has been practicing law since 1992. Attorney Desmond's probate experience includes navigating will executors through the process, handling the administrative aspects of probate, such as building an inventory of the estate, and ensuring petitions are filed with the appropriate courts. Ms. Desmond's additional practice areas include estate planning, trust administration, and special needs planning.
For over 50 years, Morris Hall, has been providing estate planning legal services to families in Phoenix. They assist in preserving wealth and estate assets through preservation plans and are committed to helping clients accomplish their estate planning goals, The company’s legal team and client service staff explain the federal and state tax laws. Since its inception, Morris Hall has helped ten of thousands of individuals protect their families from the legal and financial effects of disability and death. They are members of the American Academy of Estate Planning Attorneys.
JacksonWhite Attorneys at Law is an elder law firm in Mesa, AZ that provides support and assistance for long-term health care, estate planning, and other legal services. Some of their services include ALTCS; a Medicaid branch in Arizona covering long-term health care for qualified individuals, as well as Advance Directives which include power of attorney and living wills. Co-founder Richard White has dedicated years to understanding and proving service to the elderly and has been instrumental in several published source guides including Arizona Consumer’s Guide to ALTCS and Financing Long-Term Care and Alzheimer’s & Related Diseases: Protecting Yourself and Your Family.
Phoenix Tax Planning, LLC is a CFP firm based in Peoria, AZ that specializes in a variety of tax and accounting services. The firm is comprised of Enrolled Agents who are licensed practitioners to represent clients with issues ranging from simple tax returns to complex tax problems. The company has built its reputation in hard work; handling each case with efficiency and responsiveness.
Hough Law Offices, PLLC is a family-run legal firm based in Mesa, AZ that specializes in estate planning. Attorney John Hough founded the firm in 1991, and since then his children have joined to run the practice with him. The team at Hough Law prides itself in personally handling cases; minimizing potential conflicts in estate disputes. The firm also protects beneficiary's inheritances, chooses capable people within the families they represent to execute power of attorney during periods of incapacity, as well as values clients' privacy. The two generations of Houghs offers over 50 years of experience in estate law.
Susan L. Sandys is a law firm based in Phoenix, Arizona that handles cases involving estate plans, adult guardianship, last and living wills, as well as trusts. Founding partner Attorney Sandys offers free and thorough consultation, and creates, prepares, and updates paperwork clients may or may not have. Susan has worked with over 1,100 clients in the past and strives to keep clients up to speed on any legal concerns they may have.
Boland Law Group Attorneys and Counselors at Law is a legal firm in Scottsdale, AZ that practices in areas such as business, corporate, and tax law, as well as estate planning, probate, and trust administration. With over 40 years of combined experience, the team at BLG has a clear understanding of their client's needs and provides the best advice to help them prepare and protect for legal events and life's inevitabilities. The group has been working with many of America's wealthiest families and their respective businesses and has assisted in over a thousand companies from various industries for future strategic planning.
With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:
To create a thorough and effective estate plan, individuals should follow these steps:
The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.