Estate Planning Lawyer in Phoenix, Arizona

Personal Attention ◊ 30 Years of Experience

If you haven't put together a plan for the distribution of your assets or the care of your minor children in the event of your death, you want an experienced lawyer to guide you through the process. There are many different estate planning tools available; you want an attorney who will take the time to understand the unique aspects of your situation and help you implement a plan that fits your circumstances.

At the law office of Joseph F. Causey, I have helped individuals and families with estate planning needs for 30 years. I believe that an attorney-client relationship must be based on trust; I will do everything in my power to earn and keep your trust. I built my successful practice on a commitment to personal service and attention. Because of my emphasis on personal contact with my clients, most of my new business comes to me in the form of referrals.

To learn how I can help you establish and implement an effective estate plan, contact my office or call me at 623-239-4358 to set up a confidential consultation.

My Estate Planning Practice

I work closely with people from all walks of life, whether you are a young adult just starting your career or family, or you are nearing retirement. When I help you with your estate planning, my initial focus is on learning your goals and objectives, as well as helping you understand the different options available to you.

Once I have a solid understanding of your financial situation and what you hope to accomplish with your estate planning, I will carefully explain the different strategies for ensuring the orderly distribution of property, as well as the minimization of taxes and other costs. Such strategies can include the use of wills and trusts, the retitling (joint ownership) of assets to avoid probate, and lifetime gifts.

Once you have determined which approach you want to take, I will prepare and execute all the documentation required to put your estate plan in place, including wills, trusts, general powers of attorney, healthcare directives and living wills. I will also help you determine whether such alternative planning methods as payable on death identifications or beneficiary deeds are in your best interests, as well as any special needs planning for disabled children or others. If you create a trust, I will also assist in the administration of the trust.

Contact Me

To arrange a private meeting, contact me or call me at 623-239-4358. All client consultations are by appointment. I charge reasonable fees.

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