Arizona Care Planning CouncilArizona Care Planning Council
Arizona Estate and Tax Planning Services

Find a Council Member Providing Estate, Tax, Trust, Retirement, or Medicaid Planning.

Use the search, map, or area links below (scroll down) to find help where you live in Arizona.

Estate, Tax, Trust, Retirement, & Medicaid Planning

Phoenix (East Valley)
East of Central Avenue & I-10.
You can reach us at:
(480) 967-8477
Care Funding Solutions

Steve Dabbs, CMP™

Care Funding Solutions

Steve Dabbs is an Accredited Investment Fiduciary®, a Certified Medicaid Planner™ and a VA Accredited Claims Agent. He has been helping families navigate through both Medicaid or ALTCS in Arizona and VA Pension with Aid and Attendance benefits.

About Care Funding Solutions | Contact Steve Dabbs for Help & Information

You can reach us at:
(480) 939-7500
Thomas Steele

Steele Financial Group

Thomas Steele

In Service Since 1975 for your total financial security. From growing your wealth plan to managing it for risk to collecting it for retirement, to intentionally passing it to those you love... YOU NEED A PLAN, not a guess! We are independent, full-service financial fiduciaries. We work with high-quality insurance, suitable investments, asset protection, and wealth transfer strategies and products.

About Steele Financial Group | Contact Thomas Steele for Help & Information

You can reach us toll free at:
(800) 891-8797
Top Gun Financial Planning LLC

Alan C Kifer

Top Gun Financial Planning LLC

We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Life Insurance; Long Term Care Insurance; Medicaid Planning; Retirement Planning and Financial Advice; Veterans Benefits.

About Top Gun Financial Planning LLC | Contact Alan C Kifer for Help & Information

Phoenix (West Valley)
West of Central Avenue & I-10.
You can reach us toll free at:
(800) 891-8797
Top Gun Financial Planning LLC

Alan C Kifer

Top Gun Financial Planning LLC

We work to help our clients enjoy a balanced and impactful life through committed stewardship of time, ability, and financial resources. Some of the services we provide include: Life Insurance; Long Term Care Insurance; Medicaid Planning; Retirement Planning and Financial Advice; Veterans Benefits.

About Top Gun Financial Planning LLC | Contact Alan C Kifer for Help & Information

Prescott / Flagstaff Area
Yavapai and Coconino Counties.

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Yavapai and Coconino Counties. Click here to Request Assistance from the Arizona Care Planning Council.

Yuma Area
All of Southwest Arizona.

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Southwest Arizona. Click here to Request Assistance from the Arizona Care Planning Council.

Tuscon Area
Pima County

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Pima County and the Tucson Area. Click here to Request Assistance from the Arizona Care Planning Council.

 

Click on the Map to Locate Services

About Estate Planning and Trust Management

    A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

    Estate planning from a qualified Arizona estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

    Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

    Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

    Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

    Continue reading about estate planning and trust management...