Give Your Family the Gift of a Will or Trust this Valentine’s Day!

Well, January has come and gone and we are now into February. Hard to believe! How are you coming with your new year’s resolutions? The beginning of the year is always a great time to set goals for the year and to address important things that you have been putting off. . . .

This year, why not do something important for yourself and your family that as many as 70% of all Americans have not done for themselves – create a will or trust for your family. Maybe you just had your attorney update your will or trust within the last year or so, and so no changes are needed. But maybe you haven’t looked at that dusty binder on the shelf since you and your spouse were listening to “America” on your 8-track tape player in the early 1980’s, or worse yet, maybe you and your spouse don’t have anything in place at all.

Statistics indicate that about 70% of all Americans do not have a will or trust in place. This is one of the biggest mistakes that you can make, because, without proper planning, an unexpected death or incapacity can leave your family in utter chaos.

Here are some things that can happen to you and your family with a properly drafted will or trust. First, in most cases, your estate will have to go through a probate. Second, Arizona state law, and not you, determine who has priority to be your personal representative and who your estate is distributed to. Third, depending on the size of your estate, you and your family may pay more estate taxes and income taxes without properly drafted documents. Fourth, you and your family may need to go to court if you ever become incapacitated. Finally, and most importantly, until you get your will or trust and your other estate planning documents created or updated, you will always have that nagging feeling in the “pit” of your stomach.

Consider the alternative – creating or updating your will or trust and giving this tremendous gift to your family for Valentine’s Day. Then, you can avoid a probate, minimizing your estate tax and income tax liabilities, have a detailed plan in place for your family and loved ones, and most importantly, have peace of mind that you have a plan you created in place if anything every happened to you. Now doesn’t that sound so much better?

So the month of January has come and gone, it’s not too late to get started. Here’s a way to make a new year’s resolution that you and your family will cherish for years to come and you can even make it a Valentine’s Day present to your spouse and/or loved ones. The plan is simple:

  1. Call me to make an appointment to create or update your will or trust.
  2. Finalize your will or trust within the next 60 days.
  3. Make sure to let your spouse and/loved ones know that this tremendous gift is your gift to them this Valentine’s Day.

I know that you will feel a true piece of mind in doing so. Simply call my office to get started by scheduling an appointment.

I have helped hundreds of families just like you with their wills and trusts, and I would be happy to assist you and yours as well.

Questions? If you have any questions at all, please feel free to call me or e-mail me.

Already have your plan in place? Congratulations! That is wonderful! Maybe you know a family member or friend that has not created a will or trust yet. All you need to do is refer them to me and I can help them to experience the same piece of mind that you have experienced.

I look forward to your call!

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