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    Client Testimonials

    Mesa Estate Planning Attorneys With 5-Star Reviews

    Top Rated Mesa Estate Planning Lawyers with 5 Star Google Reviews
    Top Rated Mesa Estate Planning Lawyers with 5 Star Facebook Reviews
    Top Rated Mesa Estate Planning Lawyers with 5 Star Yelp Reviews
    Top Rated Mesa Estate Planning Lawyers with 5 Star Avvo Reviews
    American Immigration Lawyers Association
    AV Preeminent Peer Rated For Highest Level Of Professional Excellence
    A+ Rated By The Better Business Bureau
    Top Rated Mesa Estate Planning Lawyers on Lawyer dot com

    Adam Gunderson was very open, professional and friendly. I enjoyed how prompt he was with his email replies to my questions. I will not hesitate to work with him again, once the need arises.

    E. A. ★★★★★

    Very Happy with the level of service received. Adam and the whole staff we polite, professional and knowledgeable I highly recommend.

    C. C. ★★★★★

    They are always there when you need an advice. Thanks to Debbi and Adam. Great service!

    M. V. ★★★★★

    Why You Need An Experienced Estate Planning Lawyer

    Creating an estate plan can be time consuming and complex. Our lawyers can make sure your plan covers every aspect of your estate including properties, businesses, assets and more so that you can have peace of mind.

    • Ensure legal compliance
    • Help avoid family disputes
    • Reduces tax liabilities
    • Avoid probate and unnecessary legal battles
    Estate Planning Services to Avoid Probate Reduce Taxes and Protect Assets in Arizona

    Personalized Estate Planning Strategies For Your Peace Of Mind

    Estate Planning Services for Last Will and Testament Drafting in Mesa, AZ

    Drafting A Last Will
    & Testament

    Nobody knows when they are going to pass and it is important to have some form of a last will and testament. It can be difficult to know where to start which is why our lawyers are available to help you create a draft that is tailored to your specific situation.

    Mesa Lawyers Establishing a Power of Attorney to Avoid Court-Appointed Conservatorship

    Creating A Power
    Of Attorney

    To avoid a court-appointed conservatorship, make sure you have established a power of attorney by reaching out to our team! We can help you determine who would be the best fit and will work through the paperwork with you to make it legal.

    Probate and Estate Administration Services for Asset Management in Mesa, AZ

    Comprehensive Probate & Estate Administration Services

    Settling an estate through probate can be time consuming and confusing. Let our estate planning lawyers stand by your side and give you peace of mind as you navigate court filings, creditor claims, and asset distribution.

    Asset Protection and Tax Planning to Secure Wealth for Future Generations in Mesa, AZ

    Asset Protection &
    Tax Planning

    Our lawyers are trained and highly skilled at ensuring your estate is structured in such a way that reduces tax liabilities and protects from creditors or lawsuits. Our goal is to create a plan suitable for your specific situation that secures wealth for future generations.

    Revocable Living Trust Development in Mesa for Asset Protection and Flexibility

    Developing Revocable Living Trusts

    If you are wanting to create a revocable living trust, reach out to our lawyers today. We will work with you to create and draft your revocable living trust to ensure that your assets are protected, but you’re still able to manage, modify, or revoke the trust.

    Personalized Living Will Advance and Health Care Directives for Mesa Residents

    Preparing Healthcare Directives & Living Wills

    Ensure that your health is protected every step of the way by having our lawyers draft healthcare directives and living wills. We will walk you through choosing the appropriate healthcare advocate and make sure you get top notch treatment.

    Book Your Consultation Today With Our Mesa Probate Attorneys

    480-750-7337

    Advanced Estate Planning Services In Mesa

    Establishing Charitable Trusts for Tax Advantages, Estate Tax Planning and Income Generation

    Establishing
    Charitable Trusts

    If you’re looking for ways to gain certain tax advantages while also giving to a cause that you care about, consider hiring our lawyers to plan a charitable trust! You can leave a lasting legacy behind while also benefiting from financial benefits.

    Dynasty Trusts and Family Wealth Planning for Generational Asset Protection in Mesa

    Managing Dynasty Trusts & Family Wealth Planning

    Managing wealth and passing it down from generation to generation can be challenging, but with the right trust put into place, it can happen! Rely on our lawyers to make sure your assets are protected and future generations can benefit.

    Minimize Estate Taxes with an Intentionally Defective Grantor Trust

    Setting Up Intentionally Defective Grantor Trusts (IDGTs)

    Minimize estate taxes, grow your assets tax-free, and preserve your wealth for future generations by working with our lawyers to set up an Intentionally Defective Grantor Trust. Contact us today to set up a consultation!

    Create a SLAT to Secure Financial Stability and Tax Advantages in Mesa, AZ

    Developing Spousal Lifetime Access
    Trusts (SLATs)

    Protect your wealth, reduce estate taxes, and provide financial security for your spouse by working with our lawyers to create a Spousal Lifetime Access Trust. Our experienced lawyers will make sure to maximize tax benefits while keeping assets accessible.

    Simplify Inheritance Planning with Our Trusted Legal Support for Mesa and Nearby Neighborhoods

    Providing Expert Guidance To Simplify Inheritance Planning

    Our team has in-depth experience in handling matters related to inheritance such as probate, estate settlement, and trust administration. If you’re unsure how to move forward, you can be sure that the experts on our team at Gunderson Law can help.

    Mesa's Expert Business Succession Planning and Tax Minimization Services

    Business Succession Planning For Entrepreneurs

    Our lawyers will work with you to structure a succession plan, create buy-sell agreements, minimize taxes, set up trusts for your business assets, and more. Don’t wait to get started, reach out to us today to secure your business’ future.

    Ways Our Mesa Estate Planning Attorneys Assist You

    Having any form of wealth can create concern about what will happen to it after you die. Estate planning can provide peace of mind in this area. Our skilled lawyers will ensure your plan adequately protects your assets, minimizes taxes, and creates a smooth transfer to the beneficiaries.

    Your lawyer can draft all of the essential documents such as wills, trusts, power of attorneys, and healthcare directives. They can help you avoid probate by structuring a trust and in the event where probate is inevitable, they can walk you through the process. Not only that, but for high-net-worth individuals, our lawyers are skilled at putting together dynasty trusts, spousal lifetime access trusts, and more. Reach out to our law firm today to see how we can help you.

    Flexible Payment Plans For Mesa Residents

    Full-Service Estate Planning with Hourly Billing for Personalized Support

    Full Representation
    (Traditional)

    For traditional full representation, our lawyers will help you create an estate plan from start to finish and will charge you for the work that is completed by hour. This ensures that every detail is taken care of and if anything more comes up, we will handle it.

    Custom Legal Representation with Fixed-Fees for Transparent Estate Planning

    Full Representation
    (Fixed Fee)

    If you have a specific budget, consider consulting with our lawyers to establish a fixed fee for the work that you want to accomplish. In this case, you know how much you will spend for the services our lawyers will provide.

    Unbundled Legal Services for Affordable Estate Planning Support in Mesa, AZ

    Unbundled Legal
    Services

    Reach out to our lawyers for the specific tasks that you need such as setting up a trust, drafting a will, or advising on probate matters. This more affordable payment option can ensure you get legal help without the costs of full representation.

    Take Charge Of Your Estate – Contact Us For A Free Consultation

    480-750-7337

    Understanding Estate Planning In Mesa

     

    Estate Planning Needs At Every Stage Of Life

    Regardless of how young or old you are, estate planning is a wise idea. However, your needs will be different at each stage. Young adults might benefit from a basic will, a power of attorney, healthcare directives, and beneficiary designations. As individuals get into their middle age, our lawyers suggest creating a more comprehensive will and possibly a trust. At this age, children may be involved so guardianship and life insurance planning could be helpful as well. In old age, it is wise to finalize trusts and create a plan for long-term care.

    Tailored Estate Planning Solutions for Wills, Trusts, and Long-Term Care in Mesa
    Avoid Common Estate Planning Mistakes with Experienced Lawyers in Mesa

     

    How To Avoid Common Estate Planning Mistakes

    There are many mistakes that people make when creating an estate plan. Some people fail to have a will or a trust. Others choose the wrong executor or trustee. Still others overlook tax implications. All of these situations and more can be avoided by reaching out to our skilled estate planning lawyers who will walk you through every step of your estate plan to make sure you are set up for success. Our goal is to provide you peace of mind knowing that you, your assets, and your family’s future is protected.

     

    Choosing The Right Estate Planning Lawyer In Mesa

    Finding the right Mesa estate planning lawyer may sound overwhelming, but it is key to the success of your estate plan. Check reviews and reach out to friends for recommendations. At Gunderson Law Group, we have 5 star reviews across every platform and are rated one of the top rated estate planning lawyers in the area. Schedule a consultation with us to discover how we can benefit you and create a strong estate plan tailored to the specifics of your situation.

    Top-Rated Estate Planning Lawyers in Mesa with 5-Star Reviews

    Make Estate Planning Easy With Professional Guidance – Schedule Your Consultation Today

    480-750-7337

    FAQs About Mesa Estate Planning

    When you have assets and liabilities, you must decide how they are handled when you die. One of the ways to do this is by putting them in a trust. You can place your assets and liabilities in a trust and designate a trustee to hold and manage them for you. You will choose a beneficiary, whether it be someone you know, a charity, or some other person or group, and the trustee will hand over assets as it tells them to within the trust document. You can set up a couple different kinds of trusts. A revocable trust can be changed or revoked during your lifetime. An irrevocable trust cannot, but often provides more asset protection and has better tax benefits. A living trust is established during your lifetime and can be either revocable or irrevocable, and a testamentary trust is created through a will and takes effect after your death. To help determine what type of trust you need, you should talk to an estate planning lawyer who will evaluate your situation and will give you the advice you need.
    When you die, an estate plan can help reduce complications, legal fees, and taxes for your loved ones. The estate plan gives details on how your assets, property and responsibilities will be distributed. This plan can include wills, trusts, power of attorneys, healthcare power of attorneys, beneficiary designations, and more. It is basically the detailed directives for how you want everything you own as well as your health handled. It is recommended to put together an estate plan, especially if your assets and properties are extensive.This plan will make sure that they are given to the people, charities, or businesses you designate and out of the hands of those you don’t wish to have them. A plan laid before your loved ones will reduce conflict and confusion they will have to face upon your death. An estate plan also keeps your assets from having to be divided in probate which reduces costs and may not divide your property as you would have wished.
    The costs of creating an estate plan vary depending on many factors. While you can create your own estate plan, legalities get complex and it is easy to overlook important details that may change the way your plan is executed. The other option is to hire an attorney which will make sure your plan includes everything, follows the state’s laws, and is legally binding by making sure the documents are signed, accurate, and compliant. While hiring an attorney can cost a little bit, it is well worth it, especially compared to losing much more if your estate plan is not created or legally binding. At our law firm, it is important that everyone has access to creating an estate plan which is why we provide different payment plans. With a consultation, we will help you understand exactly what the costs are before you commit. Typically, costs are lower for less complex estates and higher when you have a more complex situation such as multiple properties, businesses, blended families, and more.
    If you do not have a trust, your assets and liabilities will likely be distributed through probate administration. This means that the court will decide how the deceased assets and liabilities will be distributed. If there is a will, the court will distribute according to the will, but if there is no will, it will be done in compliance with Arizona intestacy laws. The assets that will go through probate will be anything that is solely in your name and does not have a beneficiary designation. If you have a will, it will be filed with the court and if there is no will, an administrator to oversee your estate will be appointed. Your assets will be inventoried, your debts will be paid, and your assets will be distributed all under the court’s supervision. Once all of the tasks are complete, your estate will be closed and complete.
    A conservatorship is a legally appointed person that is charged with caring for someone’s finances and property if they are incapacitated for some reason. This could happen if the person is ill, disabled, or elderly. Conservatorship is established by filing a petition with a probate court. This petition is often filed by a family member or other concerned party. The conservator will then be in charge of managing assets, paying bills, and handling investments until the individual regains capacity or passes away. One of the ways you can avoid having a court-appointed conservator over your property and assets is to appoint someone of your choosing through a Durable Power of Attorney or living trust. Contact our attorneys from our office to start the process of protecting your assets and property so you don’t have to leave it up to the fate of the court.
    Guardianship is similar to conservatorship in that it is appointed by the probate court by filing a petition. Guardianship protects both minors and incapacitated adults and generally covers personal and healthcare decisions. This means that if you are incapacitated and require healthcare, the guardian will make the health decisions for you. If you are a minor, your guardian is responsible for creating living arrangements and education decisions. The guardianship ends when the minor turns 18 or when the adult gains capacity or passes away. Like conservatorship, you can avoid having a court-appointed guardian by establishing your living will including healthcare directives and creating a living trust.
    An estate is everything that is owned by a person, both assets and liabilities, at the time of their death. The assets include tangible property, such as vehicles, jewelry, and art, and intangible property including bank accounts, investments, and intellectual property. Liabilities include any debts or obligations the person owed such as mortgages, credit card balances, medical bills, and more. Estates can fall into two categories, either probate estates or non-probate estates. If your estate is a probate estate, this means that it will be subject to court proceedings. The estate likely was in your name only and the court must determine the beneficiaries and debts paid. If your estate is under a trust or you have designated beneficiaries, your estate is non-probate and will be handled by the trustees you designated.
    At Gunderson Law, our team is skilled and ready to help you with your estate planning, trusts, probate and estate administration, and more. Having a lawyer on your side can be a significant benefit. Our lawyers will help you draft your essential documents for your estate plan such as: wills, trusts, power of attorneys, and healthcare directives. They will advise you on tax strategies that will minimize taxes in the long run. When it comes to trusts, they will help you determine which type of trust would benefit you such as a revocable living trust or irrevocable trust. Our lawyers guide families through the legal processes of establishing conservatorship and guardianship. They can assist in handling probate matters, filing the will in the court, identifying and valuing assets, paying debts and taxes, and more. In the end, having a lawyer assist you with these matters can ensure legal compliance, help avoid family issues, reduce tax liabilities, and provide peace of mind.

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    Law Office Near Mesa, AZ

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      Contact Us: Schedule Your Estate Planning Consultation Today

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      1400 E. Southern Ave. Suite 850
      Tempe, AZ 85282

      VIEW MAP | GET DIRECTIONS

      contact@gundersonlawgroup.com

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