Experienced Estate Planning Attorney in Chandler

  • Estate Planning Services for you and your family.
  • Revocable Living Trusts and Last Will and Testament.
  • Protect Assets and Wealth for your loved ones.

We offer you a free estate planning consultation for you to see if we are the right lawyer for you.

Call us at (480) 605-3324

Book a Free Consultation

    Based on 102 reviews
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    Don RuefDon Ruef
    20:32 31 Jul 23
    David & Anne were very personable & professional. David took the time to explain the services best to fit our needs. All our questions were answered. We never felt rushed and David's use of the whiteboard was very helpful. Dina & I highly recommend Citadel Law Firm for your Will & Trust needs. Thank You! Dina & Don.
    Paul GryniewiczPaul Gryniewicz
    23:03 12 Jul 23
    Carmen LuceroCarmen Lucero
    19:26 29 Jun 23
    Annie and David, are ABSOLUTELY the BEST. If you need an HONEST lawyer, give them a call!
    Brian LeachBrian Leach
    21:30 15 Jun 23
    My parents worked with Citadel Law Firm to update their estate planning documents. David and Anne were very professional and responsive. It was clear throughout the process that they put their client's best interest first. David took the time to thoroughly review their existing documents and then provided clear recommendations and answered all of our questions. He provided a complete set of updated documents in a very timely manner and was immediately available to provide feedback and answer questions. The completed documents were well organized and included instructions. I would highly recommend Citadel Law Firm and would not hesitate to use them again.
    Julie BironJulie Biron
    21:57 13 Jun 23
    Life changes quickly and when I needed new estate documents David and his team at Citadel Law Firm took care of everything in a friendly and efficient manner. I am very pleased with the service I received.
    Melissa BrownMelissa Brown
    17:52 09 Jun 23
    We highly recommend Citadel Law Firm. My husband and I were extremely impressed with how smooth the entire process was. David Gerszewski was extremely knowledgeable, efficient, and professional. He broke down everything for us to understand clearly and made sure to answer all of our questions. Annie was extremely sweet from the initial call over the phone to every in person meeting, we felt very taken care of & we couldn't be happier with our choice to use Citadel Law Firm to set up our family trust.
    Scott EnzweilerScott Enzweiler
    15:30 28 Apr 23
    Five stars barely covers the experience I had with David and his team. They listened carefully to my situation and needs, and crafted a solution that worked perfectly for me. They were patient, detailed and extremely professional. Highly recommend!
    Walter AngillyWalter Angilly
    21:19 30 Mar 23
    The Citadel Law firm handled our request for wills, power of attorneys and estate planning. Both David and his wife, Anne walked us through everything they would do. We are very much appreciative and feel much more comfortable about our future. We highly recommend them. Walt and Beth Angilly
    N DarnellN Darnell
    22:58 25 Feb 23
    We came to Citadel Law Firm for our estate planning. David and Anne Gerszewski were very professional and gracious. David fully explained our options and prepared an estate plan that fully addressed our desires and needs. He is very knowledgeable,very efficient, very professional, very good communicator ,he provided good advice, we were extremely impressedWe definitely felt like we got value for our money. We highly recommend David Gerszewski and all staff at Citadel Law Firm.
    Estate Planning Attorney Chandler David Gerszewski

    Work with Attorney David Gerszewski

    Estate Planning Attorney Chandler

    Estate planning refers to the process of organizing and managing your assets during your lifetime and determining how they will be distributed after your death. It involves making important decisions about the management of your finances, properties, and personal affairs to ensure that your wishes are carried out and your loved ones are taken care of according to your instructions.

    Estate planning services is not just for the wealthy—it's relevant for anyone who wants to ensure their assets are distributed according to their wishes and to minimize potential conflicts among family members, as well as minimize estate taxes. You also want to make sure you avoid probate and minimize trust administration expenses. We understand your estate planning needs, our estate planning lawyers will be pleased to help.

    It's advisable to create a free consultation with an experienced estate planning attorney Chandler who can guide you through the process and help you create a comprehensive plan tailored to your specific needs and goals. You want to work with an estate planning lawyer that knows estate planning law but also knows elder law and tax law. The legal team of Citadel Law Firm will be pleased to help you with your legal needs.

    Give us a call or schedule an in person visit at our Chandler office if you have any questions.

    Or Call (480) 605-3324 to schedule !

    We can help protect your Wealth and Assets for your family members

    It is crucial to start your estate plan to help the members of your family know what you desire when your passing occurs. This includes where assets will go and who will take care of children and pets. Schedule a free initial consultation to discuss options available and work toward building an estate plan that is personal to you.

    Last Will and Testament and a Revocable Living Trust are a couple options available to you. Our legal team will work with your personal, unique needs and find a solution that best fits your scenario.

    Estate Planning Practice Area and Services in Chandler

    Last Will and Testament

    A Last Will and Testament is a legal document that outlines the final wishes of a person as part of their estate planning. These final wishes include where you want your assets to go and how you want other liabilities to be taken care of. These assets can get distributed by a Pay on Death, Transfer on Death, or Beneficiary Deeds. Without a will, there is no way you can choose where your valuable assets may go. We can help you determine if a will is what is best for you. Schedule a free consultation to talk to an attorney about your legal needs.

    Revocable Living Trust

    A Revocable Living Trust is an amendable contract signed by the settlor that distributed their assets in a way previously discussed. The settlor is able to add or delete assets while still living and having the mental capacity to do so. Where and to whom these assets will go are discussed within the trust and given to the power of the Trustee when the settlor passes away. This type of Trust avoids probate and protects your assets and wealth. Schedule a free consultation to see if a trust is the right estate plan strategy for you.

    Schedule your free consultation today

    Call (480) 605-3324 or complete the form below.

      *After you submit your information you will be redirected to our calendar to schedule your free consultation.

      Frequently asked questions about Estate Planning Attorney in Chandler

      What is Estate planning?

      Estate planning is the arrangement and management of a person's assets and valuables after their lifetime, when they are incapacitated or at a dying stage. It also entails making several legal and financial decisions to preserve and manage your assets. At the same time, when you are alive and well, you are able to facilitate the transfer to your selected beneficiaries for when your passing occurs.

      Why do I need an Estate Planning Attorney?

      If you desire to determine the distribution of your possessions and cherished assets in the future, engaging in legal services like estate planning is essential. This prudent practice empowers you to designate the individual or individuals who will inherit your belongings according to your individual wishes.

      Another benefit of estate planning is the ability to designate a guardian for your minor children in case of your untimely demise. By including this provision in your plan, you will feel confident in the fact that your children will be cared for by someone you trust and have specifically chosen to fulfill this crucial role.

      Estate planning also minimizes the tax burden on your estate after your passing. By employing various legal strategies and structures, you can effectively reduce the amount of taxes that will be levied on the assets you left behind. This ensures that a larger portion of your estate will be preserved for your chosen beneficiaries.

      Furthermore, estate planning is a powerful tool to preempt conflicts and potential legal disputes within your family. By clearly documenting your individual wishes and specifying the distribution of your assets, you significantly decrease the likelihood of disagreements and contentious legal battles among your loved ones. This promotes harmony, peace, and a smooth transition of your estate to the next generation.

      Estate Planning also aims to minimize taxes and foster familial connections. Embracing this valuable practice ensures that your legacy is preserved according to your wishes.

      What are the documents required for Estate planning?

      Engaging in Estate planning in Arizona requires some recommended vital documents, but this can defer depending on the options; if any other documents are needed, the law firm will notify you.

      Last Will and Testament

      A last will and testament, also known as a will, entails how assets will be distributed. From assigning custody to your children, pets, and stating funeral wishes in the state of Arizona, estate planning lawyers will assist you on anything you might want within a last will. Other paperwork that could be required includes: bank account statements and a comprehensive list of assets, liabilities, and beneficiary designation. By creating a last will and testament stating your desires the probate court will know your issues, probate may still be needed.

      To avoid probate and legal issues involving probate matters, set up your free initial consultation (click here) with our chandler estate planning attorney to discuss options available. We ensure that our clients find optimal solutions and gain knowledge about the different documents offered.

      Durable Power of Attorney (POA)

      A Durable Power of Attorney (POA), also known as a financial power of attorney, grants an individual authority chosen by clients to handle legal issues like paying bills, managing investments, or selling property and other hard earned assets.

      Healthcare Power of Attorney (HCPOA)

      A Healthcare Power of Attorney (HCPOA), also known as a medical power of attorney, is a legal document that allows our client to appoint another trusted individual (known as an "agent") to make healthcare decisions on their behalf, in the event that they are unable to make those decisions themselves. Healthcare decisions that are able to be made under the statements of this legal document include: medical treatments, surgeries, medications, and end-of-life decisions.

      The Healthcare Power of Attorney is used when our client becomes incapacitated either due to an illness, injury, or other factors that makes them unable to communicate or make life depending decisions. These decisions can only be made if you are mentally capable.

      Living Will/Health Directive

      A living will, also known as an advance directive, is a document that states your wishes or choices when incapacitated or terminally sick, helping your medical practitioners and family to decide according to your desire.

      A healthcare power directive, sometimes called an advance healthcare directive, enables you to state your preferences for medical care and end-of-life care if you cannot communicate. Instructions on life support, organ donation, and other medical choices might be included.

      Beneficiary Designations

      You are able to name beneficiaries for various assets, including life insurance policies, retirement plans, and bank accounts. By designating beneficiaries, you can ensure these assets pass to them directly without going through the probate procedure in the state courts.

      Planning for charity giving is another component of estate planning that can be used to assist significant causes or organizations. This could entail establishing donor-advised funds, charitable trusts, or leaving specified bequests in your will.

      Planning for Business Succession

      If you own a business, it's crucial to consider how it will be run after your passing within Arizona law. Establishing a business owner transition method, selecting successors, and dealing with tax and legal difficulties are all part of business succession planning.

      When should I think of Estate planning?

      Although it's never too early to consider estate planning, the precise timing can vary depending on personal factors. Here are a few things to think about:

      Age and Health: Estate planning becomes more critical as you age or if you have any health concerns.

      Asset Accumulation: If you have an abundance of hard earned assets, starting estate planning is wise to ensure their proper management and distribution according to your wishes.

      Major Life Events: If you anticipate a significant increase in wealth, it's wise to start estate planning. As you are still discovering your estate planning needs, discuss with your attorney about asset protection and what that entails.

      However, unexpected events can occur at any age, so starting the process sooner rather than later is generally advisable. Finding the right law firm to help you is crucial as well. Make sure you are comfortable and feel confident in the law firm you choose to work with in Chandler, AZ.

      How often should I update my estate plan?

      There is no hard and fast rule, but it is generally advised to review and update your estate plan every few years. When certain life events happen, call your law firm to set up an appointment to update your estate plan as soon as possible with your attorney.

      Here are some guidelines to consider: Review your estate plan whenever significant life changes occur such as: marriage, divorce, the birth or adoption of a child within the family, the death of a beneficiary, or a substantial change in your financial situation. At our Arizona law firm, we offer free estate planning reviews for existing and new clients.

      Can an estate planning attorney help with international estate planning?

      With the assistance of our estate planning, we offer our clients services for international concerns, offering advice on a range of topics related to international estate planning, including:

      International tax laws: Our Chandler estate planning attorney can assist you in comprehending the tax repercussions of transferring assets across international borders, including any applicable estate and inheritance taxes. We can aid in reducing tax obligations and utilizing any accessible tax planning techniques.

      Cross-border property ownership: We can help if you have multiple properties in other countries while still following the Arizona state law.

      Wills, trusts, and other estate planning documents can be drafted or reviewed by us to ensure they are recognized and enforced in Arizona. Our attorney can also assist you in integrating your global assets into your overarching estate plan while still following Arizona law.

      Succession planning: Our Chandler estate planning attorney can assist you in navigating the complexity of international property laws and create a thorough plan that considers each beneficiary's needs. However, the trustee of your trust needs to be a U.S. citizen.

      International probate: If you pass away with assets spread across several countries, our chandler estate planning attorney can help your loved ones find the right probate lawyers and give them personal attention while answering any and all questions that may arise.

      What should I consider when choosing an estate planning attorney?

      Knowledge and Expertise

      Estate planning attorneys should have in depth knowledge about the estate planning law. We offer assistance with legal needs and estate planning strategies in Chandler, AZ to ensure you are making an informed decision. Our legal team can make sure that your preferences are accurately recorded and enforceable by Arizona law.

      Personalized advice is given to all of our clients to ensure they are comfortable in the decisions that are being made.

      We will also give our clients advice that is specific to their situation. To design a personalized estate plan that reflects your desires and best interests, we will take the time to learn about your unique goals, assets, and family dynamics. By learning about this personal information, we are able to create the best estate planning strategy that is personal to you and will ensure that family peace is maintained.

      Tax Efficiency

      Our affordable estate planning services in the AZ area offers our clients assistance in structuring their estate to minimize taxes and advice on how to reduce gift taxes, estate taxes, and other possible tax implications so that more of the assets will go to the intended beneficiaries.

      Asset Protection

      Our Chandler estate planning attorney can help you put procedures in place to shield your assets and safeguard your wealth if you have significant investments or are worried about protecting your estate from prospective creditors.

      Comprehensive Estate Planning Services

      By including paperwork such as; powers of attorney, living wills, and other advance directives in your estate plan, our estate planning lawyer can help you prepare for unforeseen circumstances like incapacity or disability. This guarantees that optimal solutions are carried out.