Estate Maximization

best estate management firm arizona

Estate Maximization in Arizona

Estate maximization can be confusing if you don’t stay up to date with estate laws in Arizona. Many of our clients are the ones with the bumper sticker on the back of their RV that says:

“We’re spending our kids’ inheritance,” but for many others, their goal is to leave a legacy for their children and grandchildren.

That means determining (while you’re still alive) where your assets should go after you die. Along with a thorough evaluation of potential tax liabilities is necessary. Also necessary is to probate avoidance and opportunities to leverage the value of your estate using the most recent estate planning tools.

Estate maximization is needed not just for your future safety, its for your family too. We at WFMG help you understand estate tax laws and help gain maximum benefits from your estates in Arizona.

Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively. It’s important to work with experienced estate planning professionals who stay current in this filed and advise clients on a day-to-day basis.

In Arizona, if a decedents estate is small enough, law allows you to skip probate altogether and simplify the process. This usually is reserved for smaller estates if the value is under certain range.

Contact our office today to schedule a one-on-one estate planning consultation.