Tucson Estate Planning Lawyers

One of the most important decisions we may have to make in our lifetimes actually surrounds the end of our life. Those who wish to ensure their final wishes are carried out typically need to have a plan in place for their estate that includes protecting our assets. This is not only critical for our own peace of mind but also important for our loved ones. At Goldstein & Scopellite, PC our highly trained wills and trust attorneys have established a reputation for working with clients to help establish a solid estate plan.

Why Estate Planning is Important

Many of us think that simply letting our family know what we want done with our assets that we need not worry further. However, this is a serious mistake since if you die intestate (that is, without a will) the courts may ultimately decide the disposition of your assets. This process can take months and if disputes arise, can even take years placing an additional burden on your heirs.

An effective estate plan requires planning and depending on your individual circumstances you may need a will as well as a trust. Trusts are often prepared early on and a successor trustee is often appointed in the event you become disabled and unable to care for your own financial matters. In some cases, trusts are used to minimize taxes or to deal with property transfers and to ensure you can maintain your health care coverage.

Drafting the Right Documents

The preparation of a will or preparation of trust documents can be as simple or complex as necessary. However, in order to ensure these documents can withstand legal scrutiny it is important they are drafted by a Tucson estate planning attorney who understands Arizona laws as they pertain to estates. At Goldstein & Scopellite, PC we spend whatever time is needed to catalog your assets, determine their value and help you create a plan to ensure your property is distributed in accordance with your wishes, and then we will advise you as to which instrument best fits your needs such as a Will with the supporting documents and a Trust; or just a Will and the supporting documents.

Estate planning can address a variety of issues including financial issues, tax issues, distribution of your assets with stipulations, spendthrift requirements, your pets and your guns. As such, our estate planning attorneys work with others who can provide us with the expertise in these matters to ensure that your will – and when used, your trusts documents – are drafted in compliance with the laws.

Never a One Size Fits All

Every person has a different financial status and different numbers of heirs. That is why every will and trust document must specifically address your estate. We make sure that your will provides complete instructions to the executor or executrix of your estate so your wishes are crystal clear. When we draft a trust document, we will review all the various types of trusts as well as deciding what provisions must be included to protect your heirs and to protect you while you are living.

At Goldstein & Scopellite, PC we will take the time to understand your current financial situation as well as account for future changes and we will work with you to construct the documents necessary to determine how your assets are distributed to your heirs.

We handle a number of Tucson estate planning documents including:

  • Simple Wills
  • Complex Wills
  • Living Wills
  • Health Care Directives
  • Durable Powers of Attorney
  • Affidavits of Heirship
  • Revocable and Irrevocable Trusts
  • Gun Trusts
  • Pet Trusts
  • Special Needs Trust
  • Charitable Remainder Trusts
  • Irrevocable Trusts

Whether your estate is small by some standards or you have a large estate, the Tucson estate planning attorneys at Goldstein & Scopellite PC can help. We will draft the appropriate documents to ensure that your long-term interests are protected as well as protecting your loved ones interests when you pass. Keep in mind, you are never too young or too old for smart estate planning.

If you need help with a solid estate plan, call the Tucson estate planning law firm of Goldstein & Scopellite, PC at (520) 202-0391 or you may also email us. We have the experience that you need to ensure your estate is handled in accordance with your wishes instead of having the distribution of your assets decided by a stranger.