Moore Law Firm

Moore Law Firm

9949 W. Bell Road
Suite 201
Sun City, AZ 85351
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August 2018 Archives

Estate planning in hopes of maintaining a legacy

As an estate planning law firm, we believe in the power of properly tending to one's assets so that they can be passed on in accordance with one's wishes upon death. However, even within the realm of estate planning, there are different strategies that can be undertaken depending upon one's stated goals. For example, those who merely want to ensure that their assets are passed down to beloved family members may be able to get away with the simplest of estate planning tools. But those who have numerous assets, want to avoid the overreach of creditors, and those who want to place contingencies upon beneficiaries' access to assets may need a much more in-depth plan.

3 tips for choosing a charity for your estate plan

When you are writing up your estate plan, you may have the desire to give some of your wealth to charity. Not only does charitable giving through estate planning make you feel good and make a positive impact on the world, but it can decrease your tax burden significantly. You can give to charities through the following methods:

We utilize trusts to bring estate plans into realization

Last week on the blog we discussed how a special needs trust can be utilized as a way to better ensure that an individual qualifies or continues to qualify for certain government benefits like Medicaid. The special needs trust is a highly specialized type of trust that serves a specific purpose, that being providing resources for individuals who are in need of medical care. While this trust can be quite important and is found in many estate plans, it is not, by any stretch of the imagination, the only trust type available to Arizonans who are engaging in estate planning.

Special needs trusts and Medicaid planning

Most people who think of estate planning think about the process where a plan is devised to distribute assets to loved ones upon that individual's death. Of course, this makes up a significant portion of estate planning, but it doesn't account for all of it. Powers of attorney, for example, dictate who will make important financial and health decisions in the event that an individual becomes incapacitated. Another aspect of estate planning involves considering the potential need for long-term care.

Family conflict can implode an estate plan

We've spent a lot of time on this blog discussing some of the pitfalls that can land an estate plan in hot water. Concerns over competency, vague or ambiguous terms and even fraud can all draw the validity of an estate plan into question. Yet, those issues may not be the biggest threat to Arizonans estate plans. Instead, infighting amongst family members could be the biggest cause of derailed estate plans.

Reality TV star uses will to disinherit son

Many Arizonans think of estate planning as a way to ensure that their loved ones will receive a fair share of estate assets upon their passing. While this is true in many instances, the beauty of estate planning is that it can be custom-tailored to fit one's unique desires. Therefore, if an individual wishes to stray away from a typical estate plan, then he or she can do so.

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