Comprehensive estate planning tailored to your needs.
For over 30 years, RJP Estate Planning has been on a mission to empower families and individuals by providing comprehensive risk management plans by combining estate planning and financial planning services.
Plan Ahead. It’s Never Too Soon.
Many new clients initially express a lack of an estate plan, yet most are unaware that they already have one. We will work together to create a well-crafted estate plan that is designed to supersede the terms of the State’s default plan with your personalized choices.
Last Will & Testament
Your last will and testament constitute just one element of a comprehensive estate plan. In the absence of a will, a person is considered to have died “intestate,” and state laws dictate the distribution of the person’s assets.
Health Care Documents
An advance directive is a document that specifies the type of medical and personal care you would want should you lose the ability to make and communicate your own decisions. Anyone over the age of 18 may execute an advance directive, and this document is legally binding in Arizona.
Power of Attorney
A power of attorney is a legal document giving another person (the attorney-in-fact) the legal right (powers) to do certain things for you. What those powers are depends on the terms of the document. A power of attorney may be very broad or very limited and specific. All powers of attorney terminate upon the death of the maker, and may terminate when the maker (principal) becomes incapacitated (unable to make or communicate decisions).
10 Reasons to Consider Estate Planning:
1. Ensuring Proper Asset Distribution: Guaranteeing that your assets are distributed in alignment with your desires.
2. Providing for Loved Ones: Securing the financial future of your family and appointing guardians for dependents.
3. Minimizing Taxes: Strategizing to lessen estate and transfer taxes, ultimately preserving more for your heirs.
4. Avoiding Probate: By circumventing probate, the asset distribution process becomes expedited and confidential.
5. Managing Healthcare and End-of-Life Choices: Drafting documents like a healthcare proxy and living will to articulate your medical preferences.
6. Sustaining Business Continuity: Implementing measures for a seamless transition of your business affairs.
7. Engaging in Charitable Contributions: Supporting causes close to your heart through planned giving.
8. Safeguarding Against Legal Disputes: Crafting a robust plan to mitigate the risk of potential conflicts.
9. Finding Peace of Mind: Resting assured that your wishes will be honored, and your loved ones will be looked after.
10. Adapting to Life Changes: Maintaining flexibility in your plan to accommodate evolving circumstances.