Set up a will or revocable living trust (recommended if you have assets over $75,000) and look to the future with more peace of mind.
Looking to start a business in Arizona? Simplify the process of setting up a Limited Liability Company and get off to the right start.
Want to protect what you have worked so hard to accumulate from predatory lawsuits? An asset protection plan can do just that.
You have worked hard all your life and paid considerable amounts in tax. It is only fair that you try to preserve what you have left.
Contribute to a foundation and you’ll benefit from a charitable tax deduction. Set up a private foundation for your chosen causes.
Gain clarity into the regulations for charitable tax deductions so that you can optimize your income and estate taxes.
What happens to your business after you or your business partner retire or suffer disability or death? Plan the future of your business after you are gone.
A retirement trust can be a tax-effective way to maximize the assets you leave behind for your children and other beneficiaries.
As seen and heard on
Just a few minutes into our first meeting we had a high level of confidence that we had landed in the right place and knew we were in good hands. The entire experience – from the first meeting through the delivery of the final documents – was not only painless, but it was also pleasant!
We had known for many years that we needed an estate plan but just never got around to doing it. We immediately felt like they “got” our unique family situation and knew just what to do. We wish we had done this sooner but what a great feeling it is to know that what we worked so hard for all these years will be protected and go to the right people when it’s our time.
We felt like they really listened to us as we talked about our family and business and what we wanted to accomplish. They took the time to help us understand how living trusts and LLC’s work and how they can help protect our family and property. The fixed fee approach was very appealing to us. We were excited when we received our estate planning and LLC notebooks!
For years my husband and I thought about creating a living trust but had assumed the process would be confusing, expensive and time-consuming. We could not have been more wrong. We attended two online Zoom meetings where they explained what a trust is, why it’s important to create one and how to go about doing so. They were able to gather the information needed to create our trust from just these two online meetings plus the final in-person meeting to sign documents.
Kent is an exemplary advocate for his clients. It is an honor to have worked with him and witness his high ethical standards.
We put together a complete estate plan in just three one-hour meetings. The meetings were well organized and planned by the attorney. The concepts and legal terms were all well explained by giving real-world examples. The staff is easy to work with. They went out of their way to make it an enjoyable experience.