Create Or Update Any Part Of Your Estate Plan
Ideally, an estate plan should reflect one’s current life circumstances and legacy goals. Most people recognize that a will is an important document to have in place. Older people and adults of any age often decide to create or update their wills. Others have estate plans but realize they need to ask an attorney to review and help them update testamentary documents.
I am attorney Rita A. Daninger in Sun City, and I will be happy to discuss estate planning with you. During my 20-year career as a paralegal, I spent much of my time explaining estate planning and other legal issues to clients. Then when I opened my own law practice more than 20 years ago, I was committed to being a lawyer who would keep things easy to understand for my clients. That is my pledge to you when you bring your estate planning concerns to my attention.
Let’s Talk About Your Estate Plan
I offer free initial consultations in this area of my law practice. I do not want anything to stand in the way of valuable, personalized estate planning discussions.
From your first consultation with me, I will gladly listen to your concerns and inform you of what you should know about any of the following:
- A last will and testament, which may need updating since you moved to Arizona or your family structure has changed
- A revocable living trust or any other type of trust for you as a single or married person to ensure a smooth distribution of your estate
- An irrevocable trust that can shelter assets from taxes and establish generation-skipping distribution as a firm objective
- Powers of attorney that will allow agents of your choice to handle your financial affairs as needed and reduce the chances that a court-appointed conservator will be necessary if you become incapacitated
- An advance health care directive to prevent delays or dissension among your family and doctors when they must make important decisions about your care
- A living will to declare your wishes regarding heroic measures and palliative care during medical crises and at the end of life
I can also help you confront challenges from a beneficiary or would-be beneficiary named in the will or trust of someone close to you. Perhaps you are aware of risks or arguments already taking place about your estate during your lifetime. Or you may be the executor or personal representative for your spouse’s, parent’s or child’s estate – or anyone else’s. I can help you protect and honor the wishes laid out in a will, trust or power of attorney.