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Estate Planning

pexels photoIt’s difficult to think about, and plan what happens after you die. You assume that because you don’t have many assets that your estate is straightforward. That you don’t need a plan.

In reality, about 50 percent of adults don’t have an estate plan because they don’t understand its purpose or don’t think they need one.

An estate plan is a gift to your loved ones, both before and after your passing. It allows your family to act on your behalf in the event you are incapacitated so they are comfortable knowing they are doing what you want. It allows you to state your wishes for your assets so your loved ones don’t have to do that for you.

Think of your estate plan as an insurance policy, something you have “just in case” something happens. With an insurance policy, you may or may not need to cash in on your policy if you get into an accident. But you will use your estate plan. It’s a fact of life: Someday you’ll no longer be here.

LGBT couples often have special circumstances, in the event of an accident. Without the proper estate plan, a partner may be legally precluded from having a role in the decision-making of his or her loved one or even having access to his or her partner in the hospital. An estate plan protects both partners.

If you have a pet, Arizona law allows you to create a special trust to provide the necessary funds for someone to care for them after your death. Taking the time to have a pet trust prepared can give you the peace of mind to know your pet will be fully cared for.

Estate planning services include:

  • Last Will and Testament
  • Durable Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • Mental Health Care Power of Attorney
  • Final Disposition Instructions
  • Revocable Living Trust
  • Irrevocable Trust
  • Special Need Trust
  • Parental Power of Attorney
  • Domestic Partnership Agreement
  • Prenuptial Agreement

LGBT Estate Planning

We can celebrate since Arizona now recognizes same sex marriages! Marriage provides many benefits, but I understand the sometimes complex situations and family dynamics for same sex couples and I can help guide them through these issues.

I also know that not all same sex couples will choose to tie the knot. The need for an estate plan then becomes critical in case of an accident or illness that renders the partner incapable of making decision or managing his or her affairs.  Without the proper estate plan, the other partner could be legally precluded from having any role in the decision-making of his or her partner’s care, managing his or her affairs, or even having access to the incapacitated partner in the hospital.

Some of the documents I prepare are:

  • Last Will and Testament
  • Durable Power of Attorney
  • Health Care Power of Attorney
  • Revocable Living Trust
  • Hospital Visitation Authorization
  • Parental Power of Attorney
  • Domestic partnership Agreement
  • Prenuptial Agreement