Moore Law Firm

Moore Law Firm

9949 W. Bell Road
Suite 201
Sun City, AZ 85351
Contact Us For A Courtesy Consultation
623-207-9153

How can I get started with estate planning?

We often hear how important it is for us to start preparing for the future, particularly when it comes to our assets. Without a thorough estate plan in place, your children or other relatives may end up in a bitter dispute over the family home or other valuable property. However, according to a survey by WealthCounsel, a majority of Americans feel that estate planning is confusing and they do not have a will or trust in place.

Experts suggest that one of the best ways to distribute your wealth is to create a trust. You can adjust the terms of the trust to fit the needs of your family. For example, you can list your children as your beneficiaries and make sure that they do not receive your assets until they turn 25. You can also prevent your kids from wasting the money you leave them by specifying how the money should be used, such as putting it towards college. By establishing a trust, you can help your family avoid probate court and save then time and money.

Sun City residents with 401(k)s and IRAs should consider transferring their funds into an IRA trust. Any assets in this type of trust will be protected from bankruptcy. Your trustee will manage all withdrawals and make sure that your money goes to the right people at the right time.

The complexities of estate planning can be intimidating. However, you should not let those challenges stop you from protecting your assets and providing for your family. If possible, discuss your options with an estate planning attorney and other financial professionals to make sure your assets are taken care of when you pass away.

Source: CNBC, "How to start thinking about an estate plan," Sharon Epperson, Jessica Dickler, Nov. 21, 2017

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Client Testimonials

I got the family trust updated.
I was very pleased with the expertise and professionalism exhibited by your staff in serving my needs.

I needed to review my Will, recommended by my son.
Mr. Farrer’s expertise helped me realize that a Trust would better serve my needs.
The staff and Mr. Farrer were very professional and friendly (not cold). Thank you. Very comfortable atmosphere.

Our legal documents were outdated due to time and circumstances.
The staff at Moore Law Firm worked with us to develop a trust and other legal documents which meet our current as well as our future needs.
The staff at moore law firm were so professional, knowledgable and friendly to work with. They worked beyond to accomodate our needs. Thank you all.

Moore Law Firm
9949 W. Bell Road
Suite 201
Sun City, AZ 85351

Phone: 623-207-9153
Phone: 623-207-9153
Fax: 623-977-7237
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B.Moore Law Firm