|
Franz & Associates, provides Estate Planning legal counseling and services for individuals and their families. These services include all matters relating to: Wills and Trusts; Special needs Trusts; Life Estates; Tax & Retirement Planning; Divestment Planning; Asset Protection; Trust Settlement and Probate; College Planning; Guardianships and Conservatorships; Trust Administration & Probate and Elder Law.
Did you know - Your Estate Plan Needs Maintenance?
Your Estate Plan is like your car. When your car is new, all is in good working order and ready to go. The same is true with your Estate Plan - when you set it up, everything is current and accurate. You wouldn’t think of going on a long trip without making sure that your car was in tip-top shape. Yet every day, people embark on the long trip we call life without even considering the status of their Estate Plan. AND the problem with our “life trip” is that we’re never sure how long a trip will we have.
|
|
Yet creating a Trust or Estate Plan and not keeping it updated is exactly what happens. People invest hard-earned money to set up their plans, then put them in a drawer or safe deposit box where they gather dust for 2 years, 5 years, even 10 years - often without updating the plan even once! A plan custom designed to fit your specific needs 5 years ago may need to be updated with current assets, changes in heirs or trustees or updated to address changes in the laws. You need to keep your eye on your assets, insurance, powers of attorney, gifting program, distribution plan, successor trustees, beneficiaries, and so much more.
This is one of the many reasons it’s so important that you meet with your estate planning attorney every year.
|
|
Because we understand it's not what you own, it's what you VALUE.
We help you plan for what you value!
|
Franz & Associates, P.C.
11000 N. Scottsdale Rd., Suite 181 7204 E. 16th St., Suite 110
Scottsdale, AZ 85254 Phoenix, AZ 85020
Tel: 480.348.9005 • Fax: 480.348.8933
|
|
