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Arizona Estate, Tax, Trust, & Retirement Planning

 

Benson, AZ    Battaglia & Roberts P C , Cochise County      Click to request assistance
Benson, AZ    A Boegemann Law Firm PLC , Cochise County      Click to request assistance
Casa Grande, AZ    Larson Thomas M Law Offices , Pinal County      Click to request assistance
Casa Grande, AZ    Emig Michele E Law Office Of , Pinal County      Click to request assistance
Casa Grande, AZ    Fitzgibbons Law Offices , Pinal County      Click to request assistance
Chandler, AZ    Frey M Jacqueline-Attorney , Maricopa County      Click to request assistance
Chandler, AZ    Frey, M Jacqueline , Maricopa County      Click to request assistance
Chandler, AZ    Meyer Law Office , Maricopa County      Click to request assistance
Chandler, AZ    Gentile James PC , Maricopa County      Click to request assistance
Chandler, AZ    Gentile, James J , Maricopa County      Click to request assistance
Chandler, AZ    Dick, John H , Maricopa County      Click to request assistance
Chandler, AZ    Christensen, David L , Maricopa County      Click to request assistance
Chandler, AZ    Winter & Whiting PC , Maricopa County      Click to request assistance
Flagstaff, AZ    Cullum Tony S Law Office PC , Coconino County      Click to request assistance
Flagstaff, AZ    Mangum Wall Stoops & Warden PLLC , Coconino County      Click to request assistance
Flagstaff, AZ    Arizona Law Office Of Jennifer Nagel PC , Coconino County      Click to request assistance
Flagstaff, AZ    Aspey Watkins & Diesel PLLC , Coconino County      Click to request assistance
Flagstaff, AZ    Daley Eliza Law Office , Coconino County      Click to request assistance
Flagstaff, AZ    Kirkpatrick & Harris PC , Coconino County      Click to request assistance
Flagstaff, AZ    Shroufe, Alexandra PC , Coconino County      Click to request assistance
Flagstaff, AZ    Miller, Robert L , Coconino County      Click to request assistance
Glendale, AZ    McCarthy Thomas A Jr , Maricopa County      Click to request assistance
Glendale, AZ    Mead & Associates PC , Maricopa County      Click to request assistance
Glendale, AZ    Fatta Michael J PLLC , Maricopa County      Click to request assistance
Glendale, AZ    Law Offices Of Michael J Fatta , Maricopa County      Click to request assistance
Mesa, AZ    Davis Miles PLLC , Maricopa County      Click to request assistance
Mesa, AZ    Francom Gloria Attorney At Law , Maricopa County      Click to request assistance
Mesa, AZ    Bache James E PC , Maricopa County      Click to request assistance
Mesa, AZ    Bache, James E , Maricopa County      Click to request assistance
Mesa, AZ    Gunderson Denton & Proffitt PC , Maricopa County      Click to request assistance
Mesa, AZ    Hough Law Offices , Maricopa County      Click to request assistance
Mesa, AZ    Phelps, Stephen E , Maricopa County      Click to request assistance
Mesa, AZ    Allen Gove L. PC , Maricopa County      Click to request assistance
Mesa, AZ    Allen Jay M , Maricopa County      Click to request assistance
Mesa, AZ    Allen Steven W , Maricopa County      Click to request assistance
Mesa, AZ    Bailey A. Anne Law Office Of , Maricopa County      Click to request assistance
Mesa, AZ    Cawood & Gibson PLLC Attorneys , Maricopa County      Click to request assistance
Mesa, AZ    Compton Ronald G PC , Maricopa County      Click to request assistance
Mesa, AZ    Dana Law Firm , Maricopa County      Click to request assistance
Mesa, AZ    Davis Miles PLLC , Maricopa County      Click to request assistance
Mesa, AZ    Durfee & Associates PC , Maricopa County      Click to request assistance
Mesa, AZ    Durfee & Phelps PLLC , Maricopa County      Click to request assistance
Mesa, AZ    Galbasini Donald , Maricopa County      Click to request assistance
Mesa, AZ    Gibson Ferrin & Riggs PLC , Maricopa County      Click to request assistance
Mesa, AZ    Heywood & Lee PLC , Maricopa County      Click to request assistance
Mesa, AZ    Holland James E., P.C. , Maricopa County      Click to request assistance
Mesa, AZ    Jones Robert W III PC , Maricopa County      Click to request assistance
Mesa, AZ    Knollmiller James G , Maricopa County      Click to request assistance
Mesa, AZ    Law Office Of Anne Bailey , Maricopa County      Click to request assistance
Mesa, AZ    Matheson Rodney M , Maricopa County      Click to request assistance
Mesa, AZ    McFadden Kevin P , Maricopa County      Click to request assistance
Mesa, AZ    Nelson T Delbert , Maricopa County      Click to request assistance
Mesa, AZ    Quindry Philip C , Maricopa County      Click to request assistance
Mesa, AZ    Quindry, Philip C , Maricopa County      Click to request assistance
Mesa, AZ    Rowley Chapman Barney & Buntrock , Maricopa County      Click to request assistance
Mesa, AZ    Schaus John G , Maricopa County      Click to request assistance
Mesa, AZ    Taylor Wilford L , Maricopa County      Click to request assistance
Mesa, AZ    Udall Joseph M PLC , Maricopa County      Click to request assistance
Mesa, AZ    Udall Shumway & Lyons PLC , Maricopa County      Click to request assistance
Mesa, AZ    Waldrom WM M , Maricopa County      Click to request assistance
Mesa,, AZ    Hough Law Offices PLLC , Maricopa County      Click to request assistance
Oro Valley, AZ    Cleere Law Offices , Pinal County      Click to request assistance
Oro Valley, AZ    Cleere Robert , Pinal County      Click to request assistance
Peoria, AZ    Tutnick Steven Law Office , Maricopa County      Click to request assistance
Phoenix, AZ    Hubert E. Kelly, Maricopa County      Click to request assistance
Phoenix, AZ    McCarville Kirk A PC , Maricopa County      Click to request assistance
Phoenix, AZ    Schubert, Jonathan P , Maricopa County      Click to request assistance
Phoenix, AZ    Dockery, Kjersten Grubka , Maricopa County      Click to request assistance
Phoenix, AZ    Benedict & Martin , Maricopa County      Click to request assistance
Phoenix, AZ    Law Office of r w bruns , Maricopa County      Click to request assistance
Phoenix, AZ    Tomback Jay L LTD , Maricopa County      Click to request assistance
Phoenix, AZ    Coll John , Maricopa County      Click to request assistance
Phoenix, AZ    Jeckel & Nykamp PLC , Maricopa County      Click to request assistance
Phoenix, AZ    Lofy & Associates P.C. , Maricopa County      Click to request assistance
Phoenix, AZ    Lofy Thomas R , Maricopa County      Click to request assistance
Phoenix, AZ    Everett, James J & Associates P.C. , Maricopa County      Click to request assistance
Phoenix, AZ    Stewart Sharon Estate Planning , Maricopa County      Click to request assistance
Phoenix, AZ    Bakunin Lee V , Maricopa County      Click to request assistance
Phoenix, AZ    Hall Law Firm , Maricopa County      Click to request assistance
Phoenix, AZ    Levy Harrison Law Office Of , Maricopa County      Click to request assistance
Phoenix, AZ    Pearson, Ben C , Maricopa County      Click to request assistance
Phoenix, AZ    Hanson H Eldon PC , Maricopa County      Click to request assistance
Phoenix, AZ    Overstreet Eric Law Offices , Maricopa County      Click to request assistance
Phoenix, AZ    Gray And Fassold , Maricopa County      Click to request assistance
Phoenix, AZ    Tatkin David Allen Attorney At Law , Maricopa County      Click to request assistance
Phoenix, AZ    Barlow Robert , Maricopa County      Click to request assistance
Phoenix, AZ    Yragui Yvonne , Maricopa County      Click to request assistance
Phoenix, AZ    Coll John R PLC , Maricopa County      Click to request assistance
Phoenix, AZ    Curley & Allison Llp , Maricopa County      Click to request assistance
Phoenix, AZ    Bookspan, Richard A , Maricopa County      Click to request assistance
Phoenix, AZ    Goldman Law Offices , Maricopa County      Click to request assistance
Phoenix, AZ    McNemar Law Office , Maricopa County      Click to request assistance
Phoenix, AZ    McCarville, Kirk A PC , Maricopa County      Click to request assistance
Phoenix, AZ    Becker, Barry PC , Maricopa County      Click to request assistance
Phoenix, AZ    Lincoln John C Law Office , Maricopa County      Click to request assistance
Phoenix, AZ    Burns, J Scott , Maricopa County      Click to request assistance
Phoenix, AZ    Goldman & Kaplan LTD , Maricopa County      Click to request assistance
Phoenix, AZ    Kaplan, Morris A , Maricopa County      Click to request assistance
Phoenix, AZ    Holcomb Brooks J , Maricopa County      Click to request assistance
Phoenix, AZ    Laird & Associates PC , Maricopa County      Click to request assistance
Phoenix, AZ    Myers Charles F 'Chikk' , Maricopa County      Click to request assistance
Phoenix, AZ    Myers, Chikk , Maricopa County      Click to request assistance
Phoenix, AZ    Morris Hall & Kinghorn PLLC , Maricopa County      Click to request assistance
Phoenix, AZ    Benedict & Martin PLLC , Maricopa County      Click to request assistance
Phoenix, AZ    Causey Joseph F , Maricopa County      Click to request assistance
Phoenix, AZ    Brown, Harvey S , Maricopa County      Click to request assistance
Phoenix, AZ    Brechner Steven M PLC , Maricopa County      Click to request assistance
Phoenix, AZ    Herman Steven R LTD , Maricopa County      Click to request assistance
Phoenix, AZ    Diamond Kenneth B , Maricopa County      Click to request assistance
Phoenix, AZ    Shumard, Thomas J , Maricopa County      Click to request assistance
Phoenix, AZ    Bushard, Stephen M , Maricopa County      Click to request assistance
Phoenix, AZ    Tahan Law Office, LLC , Maricopa County      Click to request assistance
Phoenix, AZ    Barron & Polk PLLC , Maricopa County      Click to request assistance
Phoenix, AZ    Deconcini McDonald Yetwin & Lacy PC , Maricopa County      Click to request assistance
Phoenix, AZ    Bhandhusavee Firm Plc The , Maricopa County      Click to request assistance
Phoenix, AZ    MacMullin, John , Maricopa County      Click to request assistance
Phoenix, AZ    Groh Gregory , Maricopa County      Click to request assistance
Phoenix, AZ    Holman Vincent L , Maricopa County      Click to request assistance
Phoenix, AZ    Cotter Jessica M. PLLC The Law Firm Of , Maricopa County      Click to request assistance
Phoenix, AZ    Banker Law Office , Maricopa County      Click to request assistance
Phoenix, AZ    Hartman Robert J Ltd , Maricopa County      Click to request assistance
Phoenix, AZ    Hunt, Teresa M , Maricopa County      Click to request assistance
Phoenix, AZ    Mitchell, James M , Maricopa County      Click to request assistance
Phoenix, AZ    Slater Jeffery S Atty , Maricopa County      Click to request assistance
Phoenix, AZ    Sorrell Law Group LLC , Maricopa County      Click to request assistance
Scottsdale, AZ    Paul E. Deloughery, J.D. , Maricopa County      Click to request assistance
Scottsdale, AZ    W. Ryan Zenk, JD, CFP®, Maricopa County      Click to request assistance
Scottsdale, AZ    Becker & House , Maricopa County      Click to request assistance
Scottsdale, AZ    Gutterman Joseph Atty , Maricopa County      Click to request assistance
Scottsdale, AZ    Gutterman Joseph Law Offices , Maricopa County      Click to request assistance
Scottsdale, AZ    Stevens, Laurence B , Maricopa County      Click to request assistance
Scottsdale, AZ    Gillen Robert D LTD , Maricopa County      Click to request assistance
Scottsdale, AZ    Law Offices Of Robert D Gillen Ltd , Maricopa County      Click to request assistance
Scottsdale, AZ    Dokken Stephen I , Maricopa County      Click to request assistance
Scottsdale, AZ    Goldinov & Mccauley Plc , Maricopa County      Click to request assistance
Scottsdale, AZ    Santerre & Vande Krol LTD , Maricopa County      Click to request assistance
Scottsdale, AZ    Rowley, Carol , Maricopa County      Click to request assistance
Scottsdale, AZ    Pickens Law Firm PC , Maricopa County      Click to request assistance
Scottsdale, AZ    Buser Paul Atty At Law , Maricopa County      Click to request assistance
Scottsdale, AZ    Titus Brueckner & Berry PC , Maricopa County      Click to request assistance
Scottsdale, AZ    Bredemann & McFarlane, PLC , Maricopa County      Click to request assistance
Scottsdale, AZ    Ciancola, Robert E , Maricopa County      Click to request assistance
Scottsdale, AZ    Klinge Joel M , Maricopa County      Click to request assistance
Scottsdale, AZ    Sinchak & Associates PC , Maricopa County      Click to request assistance
Scottsdale, AZ    Burris Donald J Attorney , Maricopa County      Click to request assistance
Scottsdale, AZ    McCauley Ilene , Maricopa County      Click to request assistance
Scottsdale, AZ    Rebecca Kleinman , Maricopa County      Click to request assistance
Scottsdale, AZ    Goldinov Fredrick H , Maricopa County      Click to request assistance
Scottsdale, AZ    Braun Siler Kruzel PC , Maricopa County      Click to request assistance
Scottsdale, AZ    Kitchel Jon D ESQ LLM CPA , Maricopa County      Click to request assistance
Scottsdale, AZ    Goldinov & Mccauley PLC , Maricopa County      Click to request assistance
Sonoita, AZ    Morris Hall & Kinghorn PLLC , Santa Cruz County      Click to request assistance
Sun City, AZ    Law Office Of Catherine Leas PC , Maricopa County      Click to request assistance
Sun City, AZ    Joseph Gutterman Law Offices , Maricopa County      Click to request assistance
Sun City, AZ    Kulesh Carrie J PC , Maricopa County      Click to request assistance
Sun City, AZ    Mcgreevy James F Attorney At Law , Maricopa County      Click to request assistance
Sun City, AZ    Geisler, Charles M , Maricopa County      Click to request assistance
Sun City, AZ    Larson Ronald F PC , Maricopa County      Click to request assistance
Sun City, AZ    Gorman & Jones PLC , Maricopa County      Click to request assistance
Sun City, AZ    Cooley & Robbins LLC , Maricopa County      Click to request assistance
Sun City, AZ    Cooley Ronald G-Attorney , Maricopa County      Click to request assistance
Sun City, AZ    Cooley, Ronald G - Attorney , Maricopa County      Click to request assistance
Sun City, AZ    Robbins Susan M-Attorney , Maricopa County      Click to request assistance
Sun City, AZ    Robbins, Susan M - Attorney , Maricopa County      Click to request assistance
Sun City, AZ    Hadley Poach & Anderson PC , Maricopa County      Click to request assistance
Sun City, AZ    Art Reategui Atty , Maricopa County      Click to request assistance
Sun City, AZ    Jeckel Robert F , Maricopa County      Click to request assistance
Sun City, AZ    Nykamp, Mary A , Maricopa County      Click to request assistance
Sun City, AZ    Bair, Warner B II PC , Maricopa County      Click to request assistance
Sun City, AZ    DiMatteo, Philip S , Maricopa County      Click to request assistance
Sun City, AZ    Egan & Di Matteo PLLC , Maricopa County      Click to request assistance
Sun City, AZ    Friedman Michael A PC , Maricopa County      Click to request assistance
Sun City, AZ    Joe Byer Attorney At Law , Maricopa County      Click to request assistance
Sun City, AZ    Becker, Mathis , Maricopa County      Click to request assistance
Sun City, AZ    Vaughan William Lee , Maricopa County      Click to request assistance
Sun City, AZ    Freese Kristina , Maricopa County      Click to request assistance
Sun City, AZ    Kulesh, Carrie J PC , Maricopa County      Click to request assistance
Sun City West, AZ    Adams Charles A , Maricopa County      Click to request assistance
Sun City West, AZ    Adams, Charles A , Maricopa County      Click to request assistance
Surprise, AZ    Morris Law Firm, PLLC , Maricopa County      Click to request assistance
Surprise, AZ    Morris Richard W , Maricopa County      Click to request assistance
Surprise, AZ    Morris Richard W JD , Maricopa County      Click to request assistance
Tempe, AZ    Hendrickson, Deborah S , Maricopa County      Click to request assistance
Tempe, AZ    Nielsen, Kathleen A , Maricopa County      Click to request assistance
Tempe, AZ    Douglas B Price , Maricopa County      Click to request assistance
Tempe, AZ    Price, Douglas B , Maricopa County      Click to request assistance
Tempe, AZ    Helm & Kyle LTD , Maricopa County      Click to request assistance
Tempe, AZ    Schoen Jeffrey A Law Offices Of PC , Maricopa County      Click to request assistance
Tempe, AZ    Clark John D Jr PLC , Maricopa County      Click to request assistance
Tempe, AZ    Lynn M Harris PC , Maricopa County      Click to request assistance
Tempe, AZ    Wenz Law Office The , Maricopa County      Click to request assistance
Tempe, AZ    Johnson Richard B , Maricopa County      Click to request assistance
Tempe, AZ    Silverman Law Offices , Maricopa County      Click to request assistance
Tempe, AZ    Burgess Paula O PC Attorney , Maricopa County      Click to request assistance
Tempe, AZ    Updike, Theodore R , Maricopa County      Click to request assistance
Tempe, AZ    LaVallee, Roland J , Maricopa County      Click to request assistance
Tempe, AZ    Harowitz, David J , Maricopa County      Click to request assistance
Tucson, AZ    Panahi Lisa M , Pima County      Click to request assistance
Tucson, AZ    Wissler William W , Pima County      Click to request assistance
Tucson, AZ    Moors Paul C , Pima County      Click to request assistance
Tucson, AZ    Taylor Hillman & Shelby LTD , Pima County      Click to request assistance
Tucson, AZ    Richter, Kay , Pima County      Click to request assistance
Tucson, AZ    Bancroft Susa & Galloway , Pima County      Click to request assistance
Tucson, AZ    Reidhead Law Offices , Pima County      Click to request assistance
Tucson, AZ    Altherr Ronald L , Pima County      Click to request assistance
Tucson, AZ    Wisot Jeremy V Atty , Pima County      Click to request assistance
Tucson, AZ    Higgins & Higgins , Pima County      Click to request assistance
Tucson, AZ    Johnson Michael PC , Pima County      Click to request assistance
Tucson, AZ    Murray Michael W , Pima County      Click to request assistance
Tucson, AZ    Bartlett Paul B PC , Pima County      Click to request assistance
Tucson, AZ    Aaron & Rogers , Pima County      Click to request assistance
Tucson, AZ    Abromowitz Philip S , Pima County      Click to request assistance
Tucson, AZ    Arian Wimer Attorney At Law , Pima County      Click to request assistance
Tucson, AZ    Atlee William S , Pima County      Click to request assistance
Tucson, AZ    Baldwin Howard Attorney At Law , Pima County      Click to request assistance
Tucson, AZ    Blankenship, Albert L Jr , Pima County      Click to request assistance
Tucson, AZ    Carter, Robin C Atty , Pima County      Click to request assistance
Tucson, AZ    Cayce & Associates, P.C. , Pima County      Click to request assistance
Tucson, AZ    Curtis & Cunningham , Pima County      Click to request assistance
Tucson, AZ    Duffield Young Adamson, P.C. , Pima County      Click to request assistance
Tucson, AZ    Egbert James P F , Pima County      Click to request assistance
Tucson, AZ    Elliott James M , Pima County      Click to request assistance
Tucson, AZ    Farsjo, Fred A , Pima County      Click to request assistance
Tucson, AZ    Freeman, Norman , Pima County      Click to request assistance
Tucson, AZ    Gooding & Gooding PC , Pima County      Click to request assistance
Tucson, AZ    Gravina John A , Pima County      Click to request assistance
Tucson, AZ    Gravina John A , Pima County      Click to request assistance
Tucson, AZ    Gravina, John A , Pima County      Click to request assistance
Tucson, AZ    Haralson Miller Pitt Feldman & McAnally PLC , Pima County      Click to request assistance
Tucson, AZ    Hawley Gerald G , Pima County      Click to request assistance
Tucson, AZ    Hersch, Robert Michael , Pima County      Click to request assistance
Tucson, AZ    Jansen Gail F , Pima County      Click to request assistance
Tucson, AZ    Kennedy Miriam R Law Offices Of , Pima County      Click to request assistance
Tucson, AZ    Kennedy, Miriam R , Pima County      Click to request assistance
Tucson, AZ    King & Frisch PC Attorneys , Pima County      Click to request assistance
Tucson, AZ    Laber Edward H , Pima County      Click to request assistance
Tucson, AZ    Larrabee Jane K , Pima County      Click to request assistance
Tucson, AZ    Law Office of Gene Chang , Pima County      Click to request assistance
Tucson, AZ    Law Offices of Gary Cargill , Pima County      Click to request assistance
Tucson, AZ    Law Offices Of Lawrence E. Condit , Pima County      Click to request assistance
Tucson, AZ    Moore Masunas & Moore P.L.L.C. , Pima County      Click to request assistance
Tucson, AZ    Moore, Angela C , Pima County      Click to request assistance
Tucson, AZ    Murray, Michael W Tucson Ofc , Pima County      Click to request assistance
Tucson, AZ    Nystedt & Fletcher PLLC , Pima County      Click to request assistance
Tucson, AZ    O'Connell Daniel H PC , Pima County      Click to request assistance
Tucson, AZ    Ralles Mark T , Pima County      Click to request assistance
Tucson, AZ    Ralles, Mark T , Pima County      Click to request assistance
Tucson, AZ    Rednour Carrie L , Pima County      Click to request assistance
Tucson, AZ    Riley, Joseph H Jr , Pima County      Click to request assistance
Tucson, AZ    Scartezina, Paul F , Pima County      Click to request assistance
Tucson, AZ    Schmerl Peter G , Pima County      Click to request assistance
Tucson, AZ    Smith Elizabeth C , Pima County      Click to request assistance
Tucson, AZ    Smith, Charles R , Pima County      Click to request assistance
Tucson, AZ    Steele, Ethan P.C. , Pima County      Click to request assistance
Tucson, AZ    Tilton Thomas T , Pima County      Click to request assistance
Tucson, AZ    Valentine And Valentine PC , Pima County      Click to request assistance
Tucson, AZ    Villarreal Susan C , Pima County      Click to request assistance
Tucson, AZ    Willman Law Firm , Pima County      Click to request assistance
Tucson, AZ    Wood Henry H Law Office PLLC , Pima County      Click to request assistance
Tucson, AZ    Wood Law Firm PLLC , Pima County      Click to request assistance
Tucson, AZ    Woodrow James M Law Offices Of , Pima County      Click to request assistance
Tucson, AZ    Biagio Gingo, P.C. , Pima County      Click to request assistance
Tucson, AZ    Garcia Manuel H Atty , Pima County      Click to request assistance
Tucson, AZ    Johnson, G Mark , Pima County      Click to request assistance
Tucson, AZ    Law Office Of Douglas S John , Pima County      Click to request assistance
Tucson, AZ    Nevers, Thomas J , Pima County      Click to request assistance
Yuma, AZ    Dieckhoff William , Yuma County      Click to request assistance
Yuma, AZ    Amanda Taylor Law Office , Yuma County      Click to request assistance
Yuma, AZ    Taylor Amanda Attorney At Law , Yuma County      Click to request assistance
Yuma, AZ    F Byrne Benesch & Villarreal PC , Yuma County      Click to request assistance
Yuma, AZ    Deason Law Firm , Yuma County      Click to request assistance
Yuma, AZ    Hunt Gerald W , Yuma County      Click to request assistance
Yuma, AZ    Vatterott-Grogan Jeanne PLC Law Office of , Yuma County      Click to request assistance
Yuma, AZ    Shadle Stephen P , Yuma County      Click to request assistance
Yuma, AZ    Walsma Pamela , Yuma County      Click to request assistance
Yuma, AZ    E Jensen Bruce A , Yuma County      Click to request assistance
Yuma, AZ    Longbottom Harry Wm , Yuma County      Click to request assistance

 

Contact Arizona Estate, Tax, Trust, & Retirement Planning

For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the Arizona Care Planning Council, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the Arizona Care Planning Council regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.

 

AzCPC

Let Us Help You with Your Eldercare Problems or Questions

The Arizona Care Planning Council (AzCPC) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

 
    Request Assistance by filling out this Form
  This form will go directly to the National Care Planning Council and not to a specific person or company. The Council will reply with any information they have available to help with your request.
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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

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 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.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

  • To avoid probate
  • To minimize or eliminate estate taxes
  • To create life insurance trusts
  • To avoid capital gains taxes on the sale of property
  • To create an annuity income through charitable gifting
  • To receive a charitable gifting income tax deduction
  • To manage assets on behalf of a minor or someone who can't handle his or her own affairs