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Phoenix Estate Planning

Estate planning is an essential part of any financial plan. Without an estate plan, the wealth you have worked so hard to accumulate may be placed at risk if you ever become incapacitated. That is why the investment advisors at WealthTrust Arizona work closely with Phoenix estate planning attorneys to provide comprehensive financial planning services to our clients. Developing a sound estate plan will work to protect you in the event you become mentally or physically incapable of managing your own financial affairs or making healthcare decisions for yourself.

When most people think about estate planning, they mistakenly believe it only involves what will happen to their assets after death. One of the most important aspects of estate planning, however, involves matters that will affect you while you are still alive. An estate plan provides explicit instructions as to your wishes regarding who will manage your financial affairs and make healthcare decisions if you are ever unable to do so yourself, due to an accident, injury or illness. Some of the Phoenix estate planning tools that can help protect you during incapacity include:

  • Durable Health Care Power of Attorney
  • Durable Mental Health Care Power of Attorney
  • Living will
  • Power of Attorney
  • Pre-Hospital Medical Directive (Do Not Resuscitate Form)
  • Revocable Trust

With these tools, you can provide direction as to who will be in charge of managing your financial affairs, who will make medical decisions, and who will have access to your wealth while you are incapacitated. This protects your financial and physical health, and ensures that your wishes are carried out – even if you are unable to state what your wishes are.

WealthTrust Arizona, through strategic consultations with your estate planning attorney can help ensure your estate plan and your financial plan work in conjunction to carry out your wishes and protect your assets if you are ever incapacitated. Call (480) 483-7300 today to speak with a financial planner at WealthTrust Arizona about the Phoenix estate planning services we offer in partnership with your law firm.

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.

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


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