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

January 2018 Archives

Over 50 percent of Americans lack an estate plan

Despite constant warnings from financial experts, many Arizona residents continue to underestimate the importance of an up-to-date estate plan. A recent survey found that over 50 percent of Americans do not even have a basic estate plan in place. Many of these people continue to believe that estate planning is a way to avoid taxes for those who are older and wealthy. Others refuse to think about the fact that we will all eventually face death. However, estate plans are essential for people of all ages and levels of wealth and require us to think about a variety of unlikely, and possibly depressing, scenarios.

Will the new tax laws effect my estate plan?

Whether you are just starting to create your estate plan or you already have one in place, it is important to remember to continue to maintain it over time. The new federal tax laws may also have an effect on your wills, trusts and other accounts, particularly if your estate is of a higher value. Your estate planning attorney and financial advisors can help you understand how these new laws will affect you and your family.

What does a trustee do?

When you create a trust in Sun City, you are essentially putting some of your most valuable assets in an account for future distribution. That is why it is so important to make sure that the trustee you assign to manage your trust is reliable and able to effectively manage your property on a daily basis.

Should you create a pet trust?

As people start the estate planning process, they often forget to consider their pets. While a friend or family member may have offered to care for your pet should anything happen to you, they may be underestimating the time and money required to take care of the pet. As a result, many Arizona animals end up without a home once their owners pass away. A trust may be the best way to protect and provide for your pet long-term.

Can you simplify finances to make things easier for relatives?

As we begin to get older, particularly as we enter our 50s, it becomes even more important to organize our finances and prepare for the future. Drafting a will, creating a trust and drafting other parts of an estate plan require us to make sure our finances are in order. By becoming more organized we can save ourselves and our beneficiaries from a stressful situation.

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
Map & Directions

B.Moore Law Firm