SPECIAL PEACE OF MIND ESTATE PLAN OFFER
In this time of uncertainty, people are really worried and feeling a sense of urgency to get their wishes taken care of for their loved ones, namely their spouse, children, friends, and family.
For many, creating or updating a Will or other Estate Planning Documents went from being at the bottom of the list to the top during these trying times.
We are also seeing a lot more younger people 30 and up, wanting to hurry and get a plan in place!
Even people of modest means can spare their loved ones serious headaches, by creating a Will and/or an Estate Plan that spells out what they want to happen to their property when they become incapacitated or die.
FAST - EASY - AFFORDABLE
We will provide the basic documents that everyone needs at a reduced rate and an accelerated process no matter what your net worth;
Forming a Trust will not only ensure your possessions are protected, and help your family avoid the expense of Probate, it can also lower estate taxes and specify when your loved ones will receive their inheritance.
You decide in what controlled manner they receive them, such as if you have a disabled family member, or if one child is better handling his finances than another child! Maybe a lump sum is fine for one child, and payouts over a period of time for another! Everything can be constructed the way YOU want!
A Pet Trust can be very helpful to care for those furry family members to make certain they are well cared for if you are no longer able to. Funds can be specified to pay for their care in the way that you want.
You can even specify your money to go your children, some thru to your Grandchildren and beyond! What a great feeling it would be to know you are taking care of some family members you may never know, and they will Thank You and Remember you for it
"To leave the world a bit better, whether by a healthy child......or a redeemed social
condition; To know even one life has breathed easier because you have lived.
This is to have succeeded."
-Ralph Waldo Emerson
All you do is call this number to
Chat with Dave
He will be there to guide you through any of our Fast, Easy, and Affordable plans!
Your Life, Your Legacy, Your Way
Secure Estate Services
Paradise Valley Corporate Center
4835 E. Cactus, Suite 126
at Tatum & Cactus
Hours Monday-Friday 9-5
Secure Estate Services, LLC
Whether you need a comprehensive trust, a simple will, or just want to review your plan to make sure it still works, you will be treated with the attentiveness and care you deserve. In our initial meetings, we provide potential options and allow you to choose from what makes sense in your situation. We don’t pressure you into unnecessary options at a higher price point, but offer tiered solutions to meet your planning goals.
GET IN TOUCH
4835 E. Cactus Rd., Suite 126, Scottsdale, AZ 85254