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Estate Planning Phoenix

So, you've built up that nest egg and now it's time to invest it in order to grow your wealth and provide a better future for you and your family. Before you begin investing, however, it is a good idea to have an estate plan in place. When looking for the right estate planning attorney, it is important to find a firm that will work closely with your financial advisor to ensure your estate plan accounts for all of your assets and fulfills all of your expectations. That is why WealthTrust Arizona, in conjunction with your experienced attorneys, offers estate planning Phoenix investors can rely on.

What Is an Estate Plan?

An estate plan involves many different documents that provide direction as to your healthcare decisions and management of your finances if you ever become incapacitated, as well as the distribution of your assets after your death. For high-net worth individuals, an estate plan may include all of the following:

  • Last Will and Testament
  • Living Will
  • Guardianship Appointment
  • Durable Financial Power of Attorney
  • Medical Power of Attorney
  • Mental Health Power of Attorney
  • Revocable Trust

Failing to have an estate plan in place can have many negative consequences, including loss of control over your assets and important healthcare decisions if you are ever unable to make those decisions for yourself. What's more, failure to develop a thorough estate plan may subject your estate to unnecessary taxes, probate fees, and other expenses, which can drastically reduce the value of your legacy. Instead of leaving yourself and your loved ones unprotected, contact the professionals at WealthTrust Arizona. We will work with your attorney or bring in an outside legal team to coordinate your estate plan with your current financial plan in order to provide the best estate planning Phoenix has to offer.

WealthTrust Arizona can help your attorney formulate a comprehensive estate plan that works in conjunction with your financial plan to ensure that your needs are met in the event you become incapacitated and that your loved ones are well provided for after you are gone. Simply contact us to schedule an appointment for a free “get acquainted” meeting during which we will assess your current assets and investment objectives and discuss how our financial and estate planning services can help you. Call (480) 483-7300 today for the coordinated estate planning Phoenix investors have come to expect from WealthTrust Arizona.

Advisory services offered through WealthTrust Arizona, a registered investment advisor. WealthTrust Arizona does not engage in the trust business in the state of Arizona or in any other jurisdiction. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.

 

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