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Arizona Estate Planning - WealthTrust Arizona

Arizona Estate Planning Services Can Help Define Your Legacy

Estate planning is an integral part of any financial plan. That is why the financial advisors at WealthTrust Arizona will team up with your experienced estate planning attorney and together, we can formulate a solid investment strategy and an end-of-life plan that helps you achieve your financial goals and protects you from unexpected changes in health and mental capacity. Below is just some information about how the Arizona estate planning services available at WealthTrust Arizona can help you develop a solid estate plan that will protect your investments and define your legacy.

Defining Your Legacy

At WealthTrust Arizona, we know that no one wants to think about their own death. Having an estate plan in place, however, can ensure that your assets are distributed as you wish, probate is avoided and  taxes are kept to a minimum. You need your estate planning attorney and your financial advisor to be on the same page when it comes to defining and establishing your financial legacy. A person's “legacy” is about a lot more than just money — rather, it is the embodiment of his or her values, beliefs and personal goals. Whether you want to use your assets to help secure your family's future or to support a cause or institution important to you, WealthTrust Arizona can work with you to define your legacy and develop an estate and financial plan that will help you achieve it. After discussing your wishes, your personal financial situation, and the needs of any family members you want to provide for, a WealthTrust Arizona advisor can offer the financial guidance and estate planning advice you need to leave the legacy you desire for yourself and your family.

Components of a Sound Estate Plan

An estate plan is made up of a variety of documents, financial tools and tax strategies that provide for the distribution of your assets upon your death and make your wishes known in the event you become incapacitated and are unable to make medical and financial decisions for yourself. Depending on your unique needs and financial circumstances, your estate plan may include:

  • Appointment of a Guardian for Minor Children
  • Durable Power of Attorney
  • Health Care Power of Attorney
  • Last Will and Testament
  • Living Will
  • Trust/Living Trust

The financial advisors at WealthTrust Arizona will work with your estate planning attorneys to help you establish your legacy and ensure that your loved ones are well cared for after your passing. We offer a free "Get Acquainted" session to discuss our Financial Planning services and fees, and to determine if those services are right for you and your family. Call (480) 483-7300 today to schedule your FREE consultation and begin on the path of defining your legacy now.

The professionals at WealthTrust Arizona are not attorneys and do not provide any legal advice or review legal documents.


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