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Estate Planning Attorney in Oro Valley, Arizona

Estate Planning

The average inheritance size has grown 119% over the last thirty years, and over $36 trillion in assets are projected to become eligible for inheritance by 2050. Unfortunately, there's no telling how much of this wealth will end up in the hands of the intended recipients.

Close to 60% of adults in the United States don't have an estate plan in place, which can leave the distribution of their assets and safeguarding of their loved ones in the hands of the state court system by default.

Despite popular (and harmful) misconceptions, estate planning is not just for the rich and famous. Everyone has an estate, and with careful planning, everyone can plan for their interests, assets, and loved ones should the unexpected happen.

What Is an Estate?

The word "estate" refers to the sum of an individual's assets, which includes real estate holdings, personal property, bank accounts, investment portfolios, and more. In a typical estate, assets often include residential or commercial properties, vehicles like cars or RVs, business interests or ownership, and stocks and bonds.

Why Do I Need an Estate Plan?

Regardless of the size of your estate, developing a clear and comprehensive estate plan empowers you to have a voice in medical, financial, and family decision-making should an unexpected event come your way.

An estate plan also allows you to distribute prized heirlooms and possessions as you see fit, providing the opportunity to pass cherished items on to those that will appreciate them the most. Similarly, if you've spent decades building a business, an estate plan affords you the ability to ensure the reins are passed into willing, deserving, and capable hands.

For individuals with children or other dependents, an estate plan can provide comfort in the knowledge that your wishes regarding guardianship and childcare will be included in your documents to protect them.

If you have no descendants, you may wish to leave your assets to charity and include this in your plan.

If you are in Oro Valley or the neighboring areas of Marana, Tucson, Casa Adobes, or Catalina, Arizona, schedule a consultation with me today to start planning for the future.

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Prepare for Whatever the Future May Bring

Failing to prepare for unforeseen misfortunes like accidents, injuries, or illnesses can lead to stress and uncertainty. It's critical that you identify in your planning documents the people who will step in to assist your at these times.

Passing without a will or trust based plan also means that the intestate laws of your state will determine distribution of your assets. The result may leave out cherished family, friends, pets, and charities, or even forfeit assets to the state.

Creating an estate plan with a qualified and experienced attorney helps avoid these pitfalls by retaining control of your assets and replacing uncertainty with peace of mind, even in the event of incapacitation or loss of life.

Why Work with The Melton Law Firm?

I understand the flurry of challenging emotions that can arise when considering estate planning or handling the affairs of a recently lost loved one. I founded my firm to serve the communities of Oro Valley, Marana, Tucson, Casa Adobes, and Catalina, Arizona by providing friendly, compassionate, and comprehensive estate planning services with a "people-first attitude."

I believe in creating genuine relationships and working collaboratively with clients to create an estate plan that aligns with their values, experience, and hopes for the future. I am passionate about helping my community and neighbors find peace of mind through estate and legacy planning.

Don't wait until it's too late to plan for the future. By retaining skilled and dedicated counsel, you can plan to have your wishes for your assets, interests, and loved ones respected and fulfilled.

Estate Planning Attorney in Oro Valley, Arizona

Don't wait until it's too late to plan for the future and protect your loved ones. At The Melton Law Firm, PLLC, I can help you create a clear and comprehensive estate plan that keeps your assets in the hands of those you trust. Schedule a free consultation today to find peace of mind.