Estate Planning

For comprehensive estate planning, contact Radix Law in Scottsdale, Arizona. Our attorneys are highly skilled at designing complex and simple estate plans for individuals, families and business owners.

 

 

For most people, the thought of planning for your death or incapacitation is an unpleasant one.  Making decisions about what will happen to you, your children and your assets if you become incapacitated or die is necessary to ensure that your wishes are followed.  At Radix Law, our estate planning attorneys have helped individuals, families, and business owners prepare for their future with comprehensive estate plans designed to address each of their concerns and goals.

Estate Plans for Individuals and Families

Each individual has different estate planning needs.  The ultimate goal of an estate plan is for a person to get their affairs in order, which typically includes passing on their property and goals to future generations.  Whether you have amassed a substantial estate or are of more modest means, a good estate plan can help protect your hard-earned assets, minimize taxes, and ensure that your wishes are carried out after you die or become incapacitated.   An estate plan can:

  • Provide for long-term care
  • Establish a trust
  • Minimize estate taxes
  • Plan business succession
  • Preserve your wealth
  • Ensure inheritance for your desired recipients
  • Protect your assets
  • Address potential medical concerns

Our Estate Planning Services

Radix Law offers a variety of estate planning services to help our clients plan both for their lives and for what happens after they are done.  Our services are designed to address a wide variety of estate planning needs, from preparing for incapacity with a medical power of attorney and a durable (financial) power of attorney to establishing a trust to drafting a last will and testament to ensure that assets are distributed appropriately after death.  We are experienced in handling both complex and straightforward estates, helping our clients achieve goals such as minimizing estate taxes, avoiding probate, and distributing assets more efficiently.  Our team of highly-skilled estate planning attorneys work collaboratively with their clients to formulate a customized estate plan to meet each individual or family’s needs.

Estate Plans For Business Owners and Entrepreneurs

If you own a business, a professional practice or other enterprise, it is essential to factor these assets into your estate planning process.  At Radix Law, we understand the unique needs of business owners and entrepreneurs and offer customized estate planning services for our business clients.  Our services include business succession planning, asset protection, and tax planning.  We offer a fully integrated approach to ensure that you have a comprehensive estate plan that encompasses your business interests, tax needs, and family estate planning goals.  Whether the plan involves forming a particular entity or securing exempt assets, the estate planning attorneys of Radix Law will design and implement a business succession and asset protection plan to meet your unique needs.

Probate

Probate is the process of administering a will through the judicial process after a person’s death.  It involves validating the will, paying the individual’s debtors, and distributing assets in accordance with the will. It can be a lengthy and complicated procedure, particularly if an estate is large or includes many different types of assets.   At Radix Law, our estate planning attorneys are skilled in probating wills on behalf of our clients, ensuring that the probate is handled as smoothy and efficiently as possible.   We can assist individuals and families through this process, from compiling tax information to identifying assets and creditors and ensuring proper distribution of estate assets. Our skilled estate planning lawyers will draft the necessary probate documents and guide personal representatives through the probate procedures, ensuring that the representative complies with his legal and fiduciary obligations.

Estate Administration and Litigation

In addition to advising clients on their estate plans, Radix Law performs trust and estate administration services for our clients.  The administration of a will or trust can be a time-consuming and expensive process.  Our attorneys create effective plans to help our clients dispatch the legal, financial and ethical duties involved in administering a trust or will.   We are committed to making sure that our clients have both a clear understanding of their obligations and a plan for meeting these duties before they accept appointments as a fiduciary for a trust or will.  We work closely with our clients to analyze the legal, tax, financial and business issues of a trust or will, and advise them throughout the administration process to help them meet their responsibilities.

Radix Law also offers litigation services for our clients when there is a dispute over a will or trust.  Whenever a loved one becomes ill or dies, family members often react in a highly emotional manner, which can lead to disagreements about the estate.  Whenever possible, our attorneys will attempt to achieve an amicable resolution of disputes involving a will or trust. If litigation is necessary, our team of experienced lawyers will zealously represent our clients’ interests in court.

Estate Planning Attorneys in Scottsdale, Arizona

For all of your Arizona estate planning and probate needs, Radix Law is here for you.  We can guide you through the often emotionally-fraught and complicated process and help you make sure that your wishes are followed after you die or become incapacitated.  Contact our office today to schedule a consultation on drafting these important legal documents.