Peace of Mind: You Deserve It and We Deliver
Estate planning is essential for securing your legacy and protecting your loved ones. Here's why:
Benefits of Estate Planning:
- Control over asset distribution: Ensure your property is distributed according to your wishes.
- Protection for minor children: Designate guardians for your children, ensuring their care aligns with your values.
- Tax efficiency: Minimize estate taxes, preserving more wealth for your beneficiaries.
Consequence of Failing to Plan:
- Family conflicts: Lack of clear instructions can lead to disputes among heirs, potentially damaging relationships.
- Probate delays and costs: Your estate may go through a lengthy, expensive probate process, tying up assets for extended periods.
- Loss of control: State laws, not your preferences, will determine how your assets are distributed and who cares for your minor children.
By creating an estate plan, you provide clarity, protection, and peace of mind for yourself and your loved ones.
Estate Planning
Wills
A will is often a cornerstone document in an estate plan. We help you to utilize a will in order to express your personal wishes, regarding who will administer your estate, as well as specific instructions regarding your children, pets, personal and real property. Our will packages include supplementary documents that will organize your information and possessions to make the administration of your estate easier for your executor and heirs.
Trusts
In many situations, our firm encourages the use of a trust to avoid probate altogether. Trusts allow you to exercise a greater amount of control over how your assets are treated and potentially provide greater tax relief, during the administration of your estate. There are several common reasons why greater control is necessary to fully protect your beneficiaries. Trusts are used in conjunction with a Will to fully protect all aspects of your property, even those aspects not formally made part of the trust, during your lifetime.
Advanced Trust Planning
Healthcare and Financial Powers of Attorney
Thanks to the miracles of modern medicine, people are living longer and healthier lives. Our firm helps you explore many plausible scenarios that may affect you and your loved ones as you age, and to draft documents that can be used to assist your loved ones in taking care of you should the need arise. Powers of attorney documents and living wills, allow you to maintain some control and direction of your own care and over your property, even in the event that you are unable to communicate your wishes directly to your caregivers.
Letters of Intent and Document Lists
These letters can be used to convey important instructions, thoughts, and feelings that needn't be part of your formal estate planning documents. These additional communications can help enrich your overall plan, without added confusion or complications to your estate plan. In addition to Letters of Intent, our team will provide you with guidance on organizing your important documents (such as life insurance policies, Annuities, Pension Accounts, Marital and Birth Records, Deeds, Securities, Bills, etc.) that can be used in resolving important issues, during the administration of your estate.
Beneficiary Elections
Falvey Law Firm is the ideal choice for your estate planning needs:
- Personalized Approach: We tailor our services to your unique situation, ensuring your estate plan reflects your specific goals and family dynamics.
- Comprehensive Expertise: Our attorneys are well-versed in Arizona law and stay current with legislative changes, providing you with up-to-date, reliable advice.
- Client-Centered Service: We prioritize clear communication, making complex legal concepts accessible and keeping you informed throughout the process.
Choosing our firm means avoiding:
- Cookie-cutter solutions that fail to address your individual needs.
- Outdated advice that could lead to legal complications for your heirs.
- Confusion and stress due to poor communication or lack of guidance.
With Falvey Law Firm, you gain a trusted partner committed to securing your legacy and protecting your loved ones' futures.
Founder of Falvey Law Firm Kevin J. Falvey, Esq
What Our Customers Say
- "I can't thank Falvey Law Firm enough for their exceptional work on my estate plan. They took the time to understand my unique family situation and crafted a plan that gave me peace of mind. Their attention to detail and clear explanations made the process so much less daunting than I expected." - Sarah M.
- "When my father passed away without a will, I was overwhelmed. The team at Falvey Law Firm guided me through the probate process with compassion and expertise. They turned a potentially contentious situation into a smooth resolution. I'm grateful for their support during a difficult time." - Michael T.
- "As a small business owner, I needed both business and personal estate planning. Falvey Law Firm provided comprehensive services that addressed all my concerns. Their knowledge of tax implications saved me a significant amount and ensured my business succession plan was solid." - Jennifer L.
- "I was impressed by how Falvey Law Firm handled my trust litigation case. Their strategic approach and thorough preparation led to a favorable outcome. They kept me informed every step of the way and were always responsive to my questions." - Robert K.
- "When we suspected our elderly mother was being financially exploited, Falvey Law Firm stepped in. Their elder care abuse litigation team was compassionate yet tenacious. They not only recovered the stolen assets but also helped us set up protections to prevent future abuse." - Emily and David W.
- Past results not guarantee of future performance or results.
Contact the Falvey Law Firm
