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Estate Planning Services at Hoopes, Adams & Alexander, PLC

“What was really comforting was the manner in which you spoke to us and your exceptional listening skills.” More Testimonials

 
   

Whether your situation and planning objectives call for a simple will, a trust, or an effective combination of estate planning tools, you can count on Chandler, Arizona, estate planning attorneys Ron Adams and Ryan Scharber to guide you through a process that recognizes your unique situation and goals.

Our estate planning lawyers will help you carry out your personal estate planning goals and objectives, such as:

  • protection against creditors (lawsuits, divorce, predators)

  • supporting your plans for retirement

  • providing for your loved ones in the manner you wish

  • taking care of you in the event of disability

  • planning to minimize transfer taxes (gift tax, estate tax and GST)

  • avoiding probate and minimizing costs in settling your estates after your death

  • business planning

  • succession planning

  • effective use of insurance in support of your estate planning objectives

Our planning process is designed to educate you on the issues that will affect you and put you and your family in control of your estate and the planning process, based on your family’s special circumstances and needs.

We make uncommon commitments to provide our clients full service throughout all stages of the process, with control over the legal fees to make sure you pay a lower cost than would be incurred without such planning. •

 

our vision

To instill a profound sense of well being, excitement and trust in all whom we touch, through the creation of lasting legacies in a fun and comfortable environment that captures the dreams and aspirations of our clients for their families and businesses.

Estate Planning Tools

Article Archive

Your Estate Plan: Getting Started

Estate Planning Worksheet

Estate Planning Options (Couple or Family)

Estate Planning Options (Single Person)

Funding and Administering Your Trust

Guidelines for the Individual Trustee

Successor Trustee Handbook

Trusts Made Simple

Legal Planning for Parents with Young Kids

Probate Training

Persons who have been named as a guardian, conservator, or personal representative of an estate must complete training before they can be appointed by the Court. Training and certificates of completion are free at the Arizona Judicial Branch website.

Are you a financial advisor?

Learn how Hoopes, Adams & Alexander works with you in achieving estate planning success for your clients.

 

 
 

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© 2001-2013. Hoopes, Adams & Alexander, PLC • 2410 W. Ray Rd., Suite 1 • Chandler, AZ 85224 • 480-345-8845

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