Phoenix Attorneys Who Handle Full Array of Trusts
If you are in need of a clear, personalized explanation of trusts and how they can help you protect your family and business assets in Arizona, contact the law offices of Gillespie, Shields & Associates, P.A. Our lawyers are experienced and attentive. We take the time and effort necessary to listen to our clients' concerns and help them decide what kinds of testamentary documents are most applicable and useful according to their particular life circumstances.
Schedule an appointment to discuss options that include:
- ABC trusts
- Life insurance policy trusts
- Educational trusts
- 529 plans
- Roth IRA trusts
- Revocable trusts
- Irrevocable trusts
- Living trusts
- Special needs trusts
ABC trusts are particularly relevant for married couples whose estate will total about $2.0 million. In a nutshell, ABC trusts involve trusts in the names of the individual spouses, followed by a family trust to be set up when one spouse passes away, followed by a life insurance trust to pay the estate taxes when the second spouse passes away.
Educational (529) trusts are designed to pay for higher education -- typically for one's children, one's grandchildren, or oneself. Tax savings are realized since any earnings of an educational trust using a 529 plan are tax-free.
Discuss which estate planning tools are most suitable for your circumstances, your family and your business with a lawyer from Gillespie, Shields & Associates, P.A.
In estate planning law, experience counts.
Responsive service and effective representation since 1985
The results of in-depth work with a dedicated and knowledgeable estate planning attorney at our firm can be a comprehensive estate planning strategy that will make the most of your family's assets for years and even generations to come.
Contact us by phone or e-mail to schedule a consultation.
