Sacks Tierney P.A.

Member of Meritas: 173 full-service law firms serving more than 200 markets worldwide

480-425-2600

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Phoebe Moffatt

Phoebe Moffatt

Allyson J. Teply

Allyson Teply

  Samantha Winter McAlpin

Samantha Winter McAlpin

 
 

LEGAL SERVICES

 

Best Law Firms

Estate Planning

Our estate planning attorneys can help you create a plan for distributing your assets at your death while minimizing any potential tax liability.

Sacks Tierney is a Best Law Firms selectee for Trusts & Estates Law (Metro Tier 3), and is among Ranking Arizona's top three Trust/Estate law firms for 2017.

Estate planning is the process of arranging your financial affairs and includes the use of legal documents for selecting decision makers who will handle your affairs in the event of your incapacity and after your death to distribute assets according to your wishes. Each client situation is unique. That is why each estate plan should be designed specifically for you, based on your life circumstances, family situation, personal and business assets, and goals.

Approach and Implementation

Our approach to estate planning is simple: We tailor your estate plan to meet your individual financial and personal goals. We begin by helping to define your overall financial and personal objectives. We draft concise legal documents and provide personal consultation to explain the proposed plans. As needed, we work with you to have assets titled and transferred, and we assist you in completing forms to appropriately designate beneficiaries in accordance with your estate plan.

Throughout the process, we strive to implement an estate plan that provides a tax-efficient way for you to achieve your goals. We discuss the various tax consequences associated with different types of estate plans and work with you to make a well-educated decision.

Our estate planning lawyers provide services in the following areas:

  • Revocable trusts and wills

  • Durable powers of attorney

  • Healthcare powers of attorney and living wills

  • Planning for qualified plan and IRA assets

  • Minor's and gift trusts

  • Special needs trusts

  • Limited liability companies

Sophisticated Services

If you require more sophisticated legal services, we provide counsel regarding pre-marital or post-marital agreements that coordinate with your overall estate plan, and offer advice regarding asset protection planning. Our other services include:

  • Irrevocable life insurance trusts

  • Qualified personal residence trusts

  • Irrevocable gift trusts

  • Charitable trusts

  • Family limited partnerships

  • Succession planning for closely held businesses

Other Advisors

We believe that coordinating the effort of financial advisors is the most effective way to create solutions to your needs. We frequently meet with investment planners, accountants and other advisors, on behalf of our clients to ensure that all aspects of the estate plan are properly implemented.

Other Services Related to Estate Planning

Frequently Asked Questions