TOP 30 Understanding estate planning services in Phoenix, Arizona

16 results found

Secure Estate Management, located at 11811 North Tatum Boulevard in Phoenix, Arizona, is a top insurance agency dedicated to helping clients achieve their financial, business, and retirement goals. With over 20 years of experience, we have assisted over 5000 individuals, families, and businesses in enhancing their financial situations. Our team of experts, including CPA’s, advanced planning professionals, asset protection specialists, estate planners, and tax attorneys, work together to provide exceptional service, quality advice, and professional financial planning tools. One of our unique offerings is Your Personal Bank TM, a powerful financial concept utilized by professionals, business owners, banks, corporations, and wealthy families for over a century. This concept allows you, your family, and your business to navigate your financial future with confidence and security.

Arizona Legal Services, located at 10211 North 32nd Street in Phoenix, Arizona, offers affordable legal document preparation services in the areas of Family Law, Probate, and Estate Planning. With over 30 years of experience, Dawn R. Kaiser is a Certified Legal Document Preparer who is dedicated to assisting clients with empathy and understanding. Dawn's services are cost-effective compared to hiring a traditional attorney, and she offers reasonable payment plans to accommodate clients' needs. Her daughter, Katie DeYoung, also works in the office and specializes in LLC matters, IRA contributions, deeds, estate planning, and divorce. While Arizona Legal Services cannot provide legal advice or representation in court, they can prepare and file necessary documents efficiently and accurately. Whether you need assistance with divorce, guardianships, wills, or civil matters, Dawn and her team are committed to providing personalized and professional service to help clients navigate the legal process.

Spirit West Certified Planning is a finance and lawyer institution located at 5011 North Granite Reef Road in Scottsdale, Arizona, United States. Our professional team specializes in providing Arizona families with peace-of-mind through simple and affordable estate planning services. Whether you are looking to create a new estate plan or review existing documents, we are here to guide you through the process and ensure your goals are met. We believe that estate planning is essential for everyone, regardless of their financial situation. Our services include creating personalized estate planning documents, such as wills, trusts, and powers of attorney, to protect your assets and loved ones both during your lifetime and after your passing. We offer a free Arizona Estate Planning Checklist to help you get started on your estate plan.

Family Tree Estate Planning is a trusted finance institution located at 6910 East Chauncey Lane in Phoenix, Arizona, United States. Our team of experienced professionals is dedicated to helping families secure their financial futures through comprehensive estate planning services. Whether you need assistance with wills, trusts, or other estate planning tools, we are here to provide personalized guidance every step of the way. At Family Tree Estate Planning, we understand the importance of protecting your assets and ensuring your loved ones are taken care of. Contact us today to schedule a consultation and start planning for tomorrow.

DMS Facility Services, located at 3621 North 35th Avenue in Phoenix, Arizona, is a leading provider of janitorial services and facility maintenance. Our efficient and trained staff utilize innovative technology to ensure quality and reliability. We specialize in the planning, irrigation, and maintenance of trees and ground cover, creating sustainable and environmentally friendly spaces. At DMS Facility Services, we prioritize building value and efficiency while meeting the needs of today's commercial and facility services landscape.

LPL Financial is a finance institution located at 5134 North Central Avenue in Phoenix, Arizona, United States. Our goal is to help you understand financial concepts related to investing, retirement, estate planning, insurance, and wealth preservation. We offer informative videos on our website to assist you in achieving your financial goals. Our team of skilled professionals is dedicated to educating you on financial planning basics and providing you with access to market performance data. Through articles, calculators, and research reports, we aim to help you make informed decisions about your personal financial situation. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Our Registered Representatives can only conduct securities business with residents of Arizona, California, and Virginia. Visit our site to learn more about the opportunities and rewards available when you take a proactive approach to your finances.

Robert F Hockensmith, CPA, PC is a reputable accounting and finance institution located at 3404 West Cheryl Drive, Suite A-170, Phoenix, Arizona, United States. With over 30 years of experience, we offer a comprehensive range of professional business services including tax preparation, tax planning, tax relief, tax resolution, accounting, bookkeeping, payroll, and consulting services to the greater Phoenix area. Our featured tax expert has appeared on various national and local TV stations in Phoenix, providing financial and tax advice to the public. Our team specializes in IRS tax resolution and representation, retirement and estate planning, 401K Rollovers, and more. Whether you are an individual or a small business in need of reliable tax and accounting services, we are here to assist you. Our personalized approach ensures that we understand your financial goals and challenges, providing you with tailored solutions.

Nielsen Law Group, located in Chandler, Arizona, offers a unique combination of tax and legal services to small business owners and individuals in Phoenix, throughout Arizona, and across the entire United States. With a team that has extensive experience in business, finance, and law, Nielsen Law Group assists clients with a range of services including business formation, tax filing, estate planning, asset protection, and debt resolution. Founded by Evan Nielsen, who has decades of entrepreneurial experience, the firm prioritizes exceptional customer service and tailored solutions for each client. The team at Nielsen Law Group understands the importance of providing strong advocacy and honest advice to clients, ensuring they feel like valued members of the NLG family. With a diverse background in various industries, the team at Nielsen Law Group is equipped to handle a wide range of tax and legal needs for clients, including realtors, sports agents, executives, and start-up founders. Testimonials from satisfied clients highlight the firm's professionalism, expertise, and dedication to providing top-notch service. Whether you need assistance with taxes, business planning, or asset protection, Nielsen Law Group is committed to helping you navigate your financial journey with confidence and peace of mind.

Pak Law Offices is a results-driven legal team specializing in real estate and personal injury law, located at 7010 East Chauncey Lane in Phoenix, Arizona. Our experienced attorneys provide comprehensive services for individuals, small business owners, and entrepreneurs in Arizona and Washington State. From commercial and residential real estate issues to personal injury claims, we are dedicated to achieving the best outcomes for our clients. Our boutique firm offers personalized attention and aggressive representation, with a focus on understanding our clients' long- and short-term goals. Whether you are starting a business, dealing with a catastrophic accident, or facing a complex legal issue, our team is here to help. We pride ourselves on our practical strategies and sophisticated approach to dispute resolution and transactional law.

Modern Law is a leading institution located at 1744 South Val Vista Drive in Mesa, Arizona, United States. Specializing in family law, our team of expert lawyers is dedicated to providing the best legal representation and guidance for our clients. Whether you are going through a divorce, custody battle, or any other family law issue, we are here to help. At Modern Law, we understand that family law cases are more than just legal transactions – they are life-changing events with high stakes. Our team is committed to your growth, well-being, and success. We offer a range of services, from full legal representation to mediation, tailored to meet your individual needs.

Boland Law Group, PLLC is a trusted institution located at 15100 North 78th Way in Scottsdale, Arizona. Specializing in accounting, finance, and legal services, our team is dedicated to providing top-notch assistance to clients in the Greater Phoenix, Scottsdale, and Chandler areas. We also offer in-home appointments for those in Sedona, Prescott, and surrounding areas. At BLG, we understand the importance of estate planning and are here to help navigate the complexities of making large gifts before the 2025 exemption sunset. Trust Boland Law Group, PLLC for all your financial and legal needs.

Dwornik Law, LLC is a reputable law firm located at 3100 West Ray Road in Chandler, Arizona, United States. Specializing in Estate Planning, Living Trusts, and Probate, attorney Richard Dwornik has over 26 years of experience in the legal field. With offices in Phoenix, Chandler, Peoria, and Scottsdale, Dwornik Law is dedicated to providing personalized and efficient legal services to clients. Estate Planning is crucial for ensuring that your assets are distributed according to your wishes after you pass away. Without proper planning, your Estate may be subject to costly legal battles and court fees. Dwornik Law offers services such as Wills, Living Trusts, Powers of Attorney, Healthcare Powers of Attorney, Living Wills, and Probate to help you secure your legacy.

Dwornik Law, LLC is a law firm located at 16165 North 83rd Avenue in Peoria, Arizona, United States. If you are in need of an Estate Planning, Living Trusts or Probate lawyer in Phoenix, Chandler, Peoria, or Scottsdale, Richard Dwornik is here to help. With over 26 years of experience, Richard is dedicated to making the legal process easy and efficient for his clients. Services offered include Wills, Living Trusts, Powers of Attorney, Healthcare Powers of Attorney, Living Wills, and Probate. Estate Planning is crucial to ensure your assets go to the right people or charities after you pass away. A living trust can help simplify the transfer of assets and avoid the complexities of probate. Probate is the court process that occurs after someone dies with assets only in their name. It is important to seek legal counsel to understand your rights and obligations under the law. Contact Dwornik Law, LLC today for expert legal guidance at reasonable prices.

Rivera Law Group PC is a reputable law firm located in Phoenix, Arizona. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, the experienced team at Rivera Law Group PC is dedicated to providing top-notch legal representation and personalized service to each and every client. Conveniently situated at 1440 East Missouri Avenue, this trusted institution is committed to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases. Whether you are in need of legal advice, representation, or advocacy, Rivera Law Group PC is here to support you every step of the way.

Harris Sliwoski LLP is a prominent institution located at 222 South Mill Avenue in Tempe, Arizona, United States. Specializing in accounting, finance, and legal services, our office is managed by Ethan Minkin and serves clients throughout the American Southwest. We offer a wide range of corporate legal services, including bankruptcy, healthcare regulatory matters, and litigation. Our team of experienced attorneys provides expert counsel to cannabis businesses on legal planning, regulatory support, corporate guidance, and compliance strategies. Located in Phoenix, the fifth most populous city in the United States, our office is strategically positioned for businesses seeking legal assistance in Arizona. With a deep understanding of the local legal landscape, we offer services in various practice areas, including business law, intellectual property, and real estate. Our team of Phoenix lawyers has extensive experience in dispute resolution, corporate law, immigration law, and intellectual property law.

The Law Offices of Paula Hannah, PLC is a boutique firm located in Phoenix, Arizona, specializing in comprehensive estate planning services. Our goal is to make the estate planning process easy and enjoyable for our clients. What sets us apart is our focus on the client - we strive to make the process convenient, easy, and affordable for you. With the help of our licensed attorney, you can create an estate plan that protects your family on your schedule and without paying high fees. Clients who have used Paula's services for their trust have praised her thoroughness and professionalism. She takes the time to answer all questions and ensures that clients fully understand the estate planning process. Paula's follow-up and friendly reminders for meetings make the process even smoother. If you are in need of trust services, we highly recommend Paula Hannah and the Law Offices of Paula Hannah, PLC.