Estate Planning

Creating Peace of Mind

We know that the loss of a loved one is a traumatic experience. We have experienced it in our own lives and in the lives of our clients. We know the peace of mind that can come when a plan has been well thought out and implemented.

We understand that it is not death that we are dealing with, it is the lives of those left behind that matter. Estate Planning is about living. It is about their peace of mind and financial security. “I have an Estate Plan, with lots of life insurance,” said Matt Dana. “I didn’t plan and purchase the insurance because I am planning for my death. I did the planning and purchased the insurance because I love my wife and kids, and the grandkids. I did it for their peace of mind and financial security.”

We have come to learn that Estate Planning is not about us and our experience and credentials. It is about you and preserving what is most important to you.

We truly believe that people don’t care about how much you know until they know how much you care”, said Matt Dana. “It is not what we have learned in law school that is most important. It is what we have experienced in life.”

Estate planning in Arizona requires more than just having a Last Will and Testament or Will. At Dana Whiting Law Firm, we cover every aspect of your Estate Plan, including a Health Care Power of Attorney, Living Will, Durable Power of Attorney and most important a Trust. The Estate Planning process at our firm is comprehensive. Our goal is to help you understand your Estate Plan. We take the time to design the best possible Estate Plan to meet your needs. We discuss with you the best person to appoint to serve in the roles of Trustee and Executor so that your wishes are carried out as you direct. Working with Dana Whiting Law Firm we can protect your hard earned assets from estate taxes and the expenses incurred with an Arizona Probate.

Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve at your Estate Plan. Our law firm is different. We want to give you estate planning knowledge so that your mind can truly be at ease. We want to design an estate plan tailored specifically to your family circumstances. At Dana Whiting Law Firm, you are buying experience and knowledge and not just another set of papers.

 

Estate Planning

  • Wills and Trusts
  • Powers of Attorney and Living Will
  • IRA Planning
  • Life Insurance Planning
  • Retirement Planning

Advanced Estate Planning

  • Irrevocable Life Insurance Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Estate Tax Planning
  • Gifting Rules
  • Charitable Planning

Specialty Trusts

  • Gun Trusts
  • Pet Trusts
  • IRA Look Thru Trusts
  • Life Insurance Trusts
  • Charitable Trusts