Estate Planning Lawyer Phoenix, AZ
Why a Comprehensive Estate Plan is Important
At Kamper & Estrada, PLLC, we’re proud to give our clients an estate planning lawyer Phoenix, AZ residents trust. We understand that making plans for the future — a future that you will not be here for — is not a topic that many people enjoy discussing. However, making sure that your wishes are carried out when you pass away is one of the many reasons why you may wish to meet with a Phoenix estate planning lawyer from our firm.
Who Needs an Estate Planning Lawyer in Phoenix, AZ?
An estate planning lawyer Phoenix, AZ offers realizes that when some people hear the phrase “estate planning,” they believe that only people who are very wealthy make estate plans. Just the word “estate” can leave a person imagining a vision of mansions and very wealthy homes.
As surprising as it may sound, almost anyone can have factors in their life for which having a legal plan in place would be beneficial for their loved ones. Without some type of estate plan set up, the state steps in and determines how your assets will be distributed.
For example, say you have a valuable antique collection that you would like a nephew to inherit when you die. If you pass away without a will or another legal estate planning tool specifying who will get that collection, it is not likely the state of Arizona will see to it that your nephew receives that collection. Instead, the collection might be divided up between all of your heirs or disbursed as the state sees fit.
What Can an Estate Planning Lawyer in Phoenix, AZ Do for Me?
Estate planning is most often associated with drafting a last will and testament to set out how you want your estate to be distributed after your death. While a will is an important document in estate planning, it is often not enough to cover all of the issues that you may need address in your estate plan. At Kamper & Estrada, PLLC, our dedicated estate planning lawyer in Phoenix, AZ can help explore some of the following tools, as well as many others, that may be right for your situation:
Living trust: This is an arrangement under Arizona law in which you transfer assets and property to the ownership of the trust and select a trustee to manage the property after your death. Trusts have many benefits, including potentially protecting your assets from creditors, avoiding the probate process, and setting out specific instructions and conditions for distributions to beneficiaries, if you so wish. There are different types of trusts that can be set up that address specific situations, such as special needs trusts, pet trusts, and charitable trusts. An estate planning lawyer from our Phoenix, Arizona office can explain which type would best benefit your situation.
Durable power of attorney, health care power of attorney, and advanced healthcare directive: Not all estate planning addresses what happens after your death, as many documents may set out instructions if you should become incapacitated while you are still alive. An experienced estate planning lawyer from our Phoenix, AZ firm can further explain that if you suffer an injury or illness that renders you incapable of making decisions and managing your affairs, your chosen durable power of attorney will handle your finances and business while a medical power of attorney will make decisions for your health care and physical well-being in accordance with your instructions set out in your advanced healthcare directive. By having these documents in place, you can feel reassured that your wishes will be followed.
Arrangement for your business: If you are a business owner in or around the Phoenix, Arizona area, you should have agreements created by an estate planning lawyer that instructs what will happen to your business interests after your death. Buy/sell agreements and similar documents are valuable in this situation, as are different insurance policies and funding sources to protect your hard-earned business assets and your family.
The above are only some examples of important estate planning tools that can be used in addition to a last will and testament. Federal and state laws regarding trusts, business succession, and other important estate planning issues can be complicated, so the assistance of a qualified attorney is imperative when designing your comprehensive estate plan.
Depending on your financial situation and what type of assets you own, an estate planning lawyer Phoenix, AZ clients depend on can assist in drawing up many different legal documents. These may include:
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- Wills
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- Living wills
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- Living trusts
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- Irrevocable trusts
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- Special needs trusts
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- Guardianship for minor children
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- Financial power of attorney
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- Health care power of attorney
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- Estate tax planning
In addition to whatever assets or real estate property you own, there are many other items that are also considered part of your estate, such as vehicles, furniture, and household items. Even a digital library could be considered an asset and may become part of your estate.
Considering an Estate Planning Lawyer Phoenix, AZ
At this point you might be considering whether or not you really need an estate planning lawyer in Phoenix, AZ. Estate planning is serious; one wrong or misleading word, or one missing signature could essentially change the intent of the trust or will. It could also provoke a judge to misinterpret what it is you intended or leave you open to a broad range of disputes. Apart from this, you should consider factors such as the following:
State Laws Rule Estate Plans
Laws encompassing estates, wills, and trusts vary by state. These are generally very specific laws and lay out what can or cannot be included in a trust, will, or power of attorney. The laws also state who can act as a trustee, personal representative, surrogate, or attorney. Who can or cannot act as a witness to these legal documents, and what formalities need to be observed when creating and signing a will, trust, or power of attorney are also strictly enforced in state laws. There are many reasons why it’s important to have an estate planning lawyer Phoenix, AZ trusts on your side.
The “Buyer Beware” Philosophy Applies
You might be familiar with “buyer beware” which most certainly applies to estate planning. If you are thinking you will save money by using do-it-yourself (DIY) forms on the internet, or a software program to prepare your estate documents, you might want to think again. These DIY programs are generally meant to act as a basic example or standard model. You should always consider having an estate planning lawyer Phoenix, AZ respects review these documents before signing them. Otherwise, your family might discover that all or part of the will, trust, or power of attorney is not valid. If this should happen, your next of kin may have to spend thousands of dollars on hiring an estate planning lawyer in Phoenix, AZ to correct your mistakes.
A Phoenix Estate Planning Lawyer Can Help Resolve Financial and Family Issues
An estate planning lawyer Phoenix, AZ relies on may be able to review your financial and family history in conjunction with speaking to you to decide whether or not there are any direct issues that could pose a problem in the future. If so, a lawyer can help you to resolve these problems; thereby protecting and securing the rights of all parties. If any of the following applies to you, be sure to consult with an estate planning lawyer Phoenix, AZ respects:
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- You have divorced and remarried
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- You own at least one business
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- You own more real estate in multiple locations
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- You have a disabled family member
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- You have minor children
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- You wish to leave some of your estate to a charity
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- You have substantial assets in IRAs or 401ks
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- You have a taxable estate
- Your assets total over $1 million
For any of the above scenarios, an estate planning lawyer Phoenix, AZ has to offer can help prepare the essential documents. If these criteria don’t apply, you risk nothing by contacting a lawyer to discuss the potential avenues that you can take.
Contact an Estate Planning Lawyer Phoenix, AZ Clients Rely On
Many individuals do not realize the wide array of estate planning tools they have at their disposal to fully ensure that their affairs are properly managed both during end-of-life health issues and after they pass away. At Kamper & Estrada, PLLC, an experienced estate planning attorney from our Phoenix, AZ location can evaluate your specific situation and advise you on implementing a comprehensive estate plan to protect your wishes and your family.
Whether this will be the first time you legally put your estate plans in writing, or whether you would like to make modifications to your existing plans, a Phoenix estate planning lawyer may guide you through the process and help you decide what will work best for your family.
Our firm is ready to help you navigate this process. The attorneys at Kamper & Estrada, PLLC are available to discuss your situation during a complimentary case evaluation. For more information about estate planning, or to schedule an appointment with a skilled estate planning lawyer Phoenix, AZ has to offer, contact our law firm at 602-730-7988 or fill out a contact form from our website.
Testimonials
Mary K.
Corrina W.
Elizabeth and Tim Kamper were amazing to work with! They took care of our needs in a timely and efficient manner with zero pressure. We highly recommend Kamper Estrada.
Rameel I.
Kamper Estrada has taken care of my family and I multiple times now and each time we have been treated like family! They explain the process and I never felt rushed throughout everything. I appreciate all the hard work they put in and recommend them in anyone in the Valley!
Neil D.
Attorney Estrada was wonderful to work with. He answered all of my questions thoughtfully and explained the details of my trust in a language easily understood. I have already recommended his law firm and will continue to do so.
Sarah C.
I had a very serious car accident in 2013 in another state. And he had to work with 3 different insurances and out of state accident laws. I worked with Mr. Timothy Kamper who was referred to me by my supervisor at the time. And he was absolutely a miracle worker! He actually found a hidden policy and was HONEST with me about it and all of the money went to me and he did not take any fees out for himself. They are a family business and once you walk in you feel like part of the family! I have referred a few people to their law firm and they got them more money than was expected. I cannot recommend this law firm enough!
Jason M.
I was in an accident over a year ago which resulted in my car being totaled and needed medical care, including an overnight stay in the hospital and about six months of physical therapy. The driver at fault had only the minimal coverage for insurance, which wouldn’t even pay half of the outstanding liens from the hospital and my medical insurance. Elizabeth Kamper explained the process to me and was always willing to answer any questions throughout the lengthy process. In the end, I was able to pay of all the liens and have more than enough to recoup other medical expenses. Kamper and Estrada’s entire staff was extremely helpful and easy to work with.
Lona H.
My husband and I went to Kamper Estrada to do our estate planning. We worked with attorney Estrada and could not be happier with our service. We really had no idea what we needed or how the process worked. Mr. Estrada helped us choose a path that was right for us and walked us through every step. Mr. Estrada and his team made the process so easy for us, it was a great experience. We highly recommend Kamper & Estrada, PLLC. Everyone we dealt with, from the first phone call to the end of the entire process, was warm, caring, and genuinely cared that our needs were being met
Glenda K.
Thank you Elizabeth for always making me feel that you cared and I wasn’t just a client.
Adam S.
Elizabeth did a wonderful job working with the insurance company after my family was involved in a car accident. She negotiated an amount that we could all agree on and even though we had several injuries we felt like Elizabeth got us a fair amount for the damages. Thank you Kamper Estrada!
Pamela M.
Joanna P.
I was completely thrilled with the service I got from Elizabeth! She is incredibly smart and took me through the whole process step by step. It’s not the most simple or comfortable process to go through but Elizabeth made it comfortable and I was done in no time. I have referred 4 people to her and all of them feel the same way. She’s awesome. You will not regret hiring her!
Anna S.
Everyone who retains Elizabeth as their attorney will be very pleased with her work performance and the time she take to help. She is very know legible, professional, caring and very kind person. I highly recommend Elizabeth for anyone who is going through ruff times and feels like the bankruptcy is the only option. After talking with Elizabeth everyone will feel comfortable with having the peace of mind that whatever decision they make it will be based on full knowledge, understanding of the process and knowing that they are not alone and things will get better. I highly recommend Elizabeth and her partners. This is a great law firm.
Shawna N.
As victims of identity theft and after losing over $2,000 to another legal firm that did nothing to help us with ongoing threats of garnishments from credit card companies, we were on the verge of losing everything. I’d been trying and trying to locate someone who could help us with a bankruptcy because it was finally our only alternative. THANK GOD we found Elizabeth. From Day 1, she stopped garnishment actions and immediately got our case going. It was 5 years of feeling additionally crushed with the ‘stigma’ of bankruptcy and Elizabeth often held our hands with the emotional and financial upheavals. She not only knows her stuff (I’d hate to go up against her in a courtroom), but she is always there, always kept us informed, and guided us through those years with skill, support, and her knowing the ropes with navigating the sometimes craziness of dealing with a Chapter 13. Elizabeth and her firm are the ONLY attorneys I recommend after losing money to a supposed lawyer prior. She truly saved the day – and our sanity.
Maya L.
Elizabeth is knowledgeable, friendly and caring. She continues to assist us even though our case is closed with helping to tie up some loose ends.
Mark S.
Carlene and Elizabeth are excellent attorneys who care about their clients.
Tracy M.
Elizabeth saved us! She graciously took on our case that another attorney had completely messed up. We would highly recommend her firm!
Tom M.
My wife and I personally met with Giancarlo to get in order our affairs. The process was simple, and we truly felt that Giancarlo had our best interests in mind. Having this done is definitely a weight off my shoulders.
Mat B.
I’m currently in the process of working with Giancarlo for my estate planning needs and he has been extremely helpful in the process. I am assured that this process will be painless and Giancarlo has assured me if anything ever needs to change it’s not a big deal at all. I was recently able to refer a good friend whom was unfortunately in an accident to Beth, and I know she was very happy with the interaction throughout the whole case. A big shout out to Kamper, Estrada & Simmons! Do not hesitate to call them with any Personal Injury, Estate Planning or Bankruptcy needs!
Lisa D.
We were in a difficult situation and very personal situation when I met Carlene. I was comfortable sharing private details and she honored that privacy. She was easy to work with, straight forward and took care of every detail professionally. I highly recommend her to anyone in need.
Christine Gale.
Kamper and Simmons are a a great asset to the state of Arizona and to the families that live there. You won’t find a more dedicated and compassionate law firm anywhere. They are REAL PEOPLE!! they speak to you in a caring way that just makes one feel that they made the right choices. Please don’t change anything you do and keep up the GREAT WORK!
Vam.
Carlene has exceeded in meeting all my needs and lifting my spirit during this long procedure when I felt helpless and stupid. God bless you, Carlene.
Bobby.
In my panic. She Looked at my case and provided me with all my options. Kept in touch whenever I had a question. Personal and professional. Very happy to have been recommended to her and would definitely recommend her to anyone. I already have. Thanks Ms. Simmons.
Christine.
Carlene has always been dedicated to those she serves.. She is an excellent attorney and strives to make her clients feel comfortable while attending to those legal matters. She has answers to problems that without a doubt, would boggle someone who isn’t an attorney. She is fast and thorough in getting the job done. There is no one else like Carlene that can get the job done and maintain at all times, her professionalism. She has become a great friend to me and I will always cherish her 110% of her tenacity and eagerness to help people.
Manny Maldonado
Carlene was very understanding, she explained the process thru out the process. I’ve heard horror stories about the trustee that was assigned to me. Thanks to Carlene and her experience, the trustee worked with Carlene and I was able to get a repayment plan that was comfortable to me. It took five years and Carlene was there the whole time. Contacting her was easy. Email or phone, I was always able to get in contact with her. She always returned my calls. I would and have recommended Carlene. She is a good attorney. She will get you through your bankruptcy thru thick and thin. Thank you so much Carlene, Life is much better now.
Ruben.
In addition to her knowledge about the process of bankruptcy. Carlene became my “emotional rock” during the whole process from beginning to end. I don’t think that bankruptcy is an emotionally easy thing for most people. Carlene provided the emotional support I needed. I shall ever be grateful to her for that. Carlene represented me in a complicated case. She went above and beyond to help me. She even went out of her way to help when I had a death in the family. I give Carlene my highest recommendation. She cares about her clients and does exemplary work.
James.
Carlene Simmons handled a Chapter 7 Bankruptcy on my behalf. Carlene impressed me with her knowledge of what needed to be done from the beginning to end of the process. She answered all of my questions, kept in constant contact when I called or emailed her, always getting back to me in a timely manner, sometimes within the hour.
Jennifer.
During the most difficult and strenuous time in our lives, my husband and I were left with no choice but to file bankruptcy as we could not recover our finances with the loss of my job due to illness. We were referred to Carlene Simmons from a disability attorney I had met with. Carlene has held our hand through the entire process, simplifying it and making sure we were informed and understood every step. There were no surprises. She was extremely knowledgeable and sympathetic to our circumstances. We were very hesitant and nervous that something would go wrong but she took care of everything and our case was discharged without any problems at all, just as she said it would. We now have the fresh start we need to regain our finances and focus on my health. I would highly recommend Carlene as she was professional yet compassionate during this stressful time for us. I appreciate her and you will too if you choose to work with her. Thank you, Carlene!
Angel K.
I became very ill and like so many others saw my life spiral out of control financially. I gave up my career and moved to AZ in an attempt to gain some kind of control over the pain and the mess. Nightmare landlords and my inability to get a job added to an already unbearable situation. When I finally came to terms with the fact that bankruptcy was a part of the solution I went online to shop for a lawyer. I came up with three names from NOLO and called and interviewed all three. Carlene Simmons was the clear choice and I feel so lucky to have had her guidance through the process. That last sentence seems so trite considering all she did for me. I was stunned and devastated that I was going to not pay bills when paying bills had always determined what kind of person you are to me. I was going to lose everything including my self-worth and I could see nothing of my future. This woman was strong for me, a comfort to me and literally took my hand and guided me through the process, the offices, the courtrooms and my own emotional loss. If you are in need of good guidance, strong character and true professionalism please call these women. I am so, so glad I did.
Vicky DeNero.
I was completely thrilled with the service I got from Elizabeth! She is incredibly smart and took me through the whole process step by step. It’s not the most simple or comfortable process to go through but Elizabeth made it comfortable and I was done in no time. I have referred 4 people to her and all of them feel the same way. She’s awesome. You will not regret hiring her!
Marianne B.
When i first came to Elizabeth Kamper in 2009 to file for bankruptcy, i was nervous about what lie ahead of me. Elizabeth was very reassuring and knowledgeable. She answered all my husbands and my questions. We always felt like we were a priority and over the years we never felt forgotten. While the bankruptcy was an unfavorable experience, working with Elizabeth was always a pleasure.
Marlene B.
All I have to say about Elizabeth is Amazing! she is wonderful ..helpful kept me informed and explained everything to me step by step. Love her such a blessing !!! Elizabeth always returned my calls same day and answered all my questions. All I have to say she is amazing made this scary processes very easy for me.
Jackie
Elizabeth was extremely professional and helpful with excellent advice on actions that should be taken. She always gave us options, if there was more than one way to handle a situation, and then allowed us to make the final decision, never pushing one way or another. She always kept us informed with updates and responded quickly to any situations or issues. She went out of her way to accommodate us. I would highly recommend her.
Luna L.
I would like to express my sincere appreciation for Attorney’s Giancarlo and Beth. Like many other people, I had never been in need of an attorney before. They patiently answered all my questions and made sure I was able to navigate the process with ease. I am grateful to them for their dedication, experience, reassurance, and above all, their honesty! Thank you!