Planning is not about the size of your estate or business; or about how much money you have. While you are alive you need to control your assets while you are well and especially if you become disabled. After your death, it is about making the process as simple as possible for those you love. We provide customized estate planning for all individuals and families, no matter the size or complexity of your estate.
We help our client families to maneuver through the intricacies of the probate process, in Maricopa County, and beyond. We enable our client families to design and implement the right business plan for their needs. When I was a baby lawyer my mentors taught that estate, business and tax planning was about dollars and cents and saving money after death.
They were wrong. It is about taking care of ourselves and our loved ones while we are alive, and about maintaining control no matter what happens to us. That is how I design plans with my client families. We also guide our clients, after the death of a loved one, either through the intricacies of probate and trust administration.
We help our client families to maneuver through the intricacies of the probate process, in Maricopa County, and beyond. We enable our client families to design and implement the right business plan for their needs. When I was a baby lawyer my mentors taught that estate, business and tax planning was about dollars and cents and saving money after death.
They were wrong. It is about taking care of ourselves and our loved ones while we are alive, and about maintaining control no matter what happens to us. That is how I design plans with my client families. We also guide our clients, after the death of a loved one, either through the intricacies of probate and trust administration.
Services
Cathie is a Chicago native who joined Ilene's practice in 2018.
She brings with her 20+ years working in office management.
Cathie shares Ilene's approach to offering our client families a professional experience with a personal touch.
Sallie began her career as a social worker for the Salvation Army.
She left this to be a stay at home mom for her five wonderful sons, then wanted to go back to work.
She brings with her 20+ years working in office management.
Cathie shares Ilene's approach to offering our client families a professional experience with a personal touch.
Sallie began her career as a social worker for the Salvation Army.
She left this to be a stay at home mom for her five wonderful sons, then wanted to go back to work.
For starters, it should help you earn the greatest possible return on your initial investment.
It should also protect your family and the business entity itself.
In addition, it must allow for the possibility of extraordinary growth and success, as well as offer protection against the financial consequences of operational problems or downturns in the overall economy.
Finally, the plan must take into account the timing and manner of your exit from the business.
It should also protect your family and the business entity itself.
In addition, it must allow for the possibility of extraordinary growth and success, as well as offer protection against the financial consequences of operational problems or downturns in the overall economy.
Finally, the plan must take into account the timing and manner of your exit from the business.
Truly effective estate planning is about more than simply minimizing taxes - although that is a part of it, and Ilene's certification as a tax specialist makes her uniquely qualified in this area.
It also involves planning for disability or death.
Who has the authority to handle your finances if you are unable to do so?
Who can make healthcare choices for you if you are unable to do so?
As stated in the first paragraph; if you have not made your own choices, they will be made for you.
We are committed to helping our clients by listening closely and helping you identify and clarify your most pressing concerns.
It also involves planning for disability or death.
Who has the authority to handle your finances if you are unable to do so?
Who can make healthcare choices for you if you are unable to do so?
As stated in the first paragraph; if you have not made your own choices, they will be made for you.
We are committed to helping our clients by listening closely and helping you identify and clarify your most pressing concerns.
Probate is the process by which the courts distribute your assets after you have passed away.
It is a long and complicated process, one made all the more difficult by the fact that your family is grieving.
Ilene can guide your loved ones through the process with sensitivity and compassion; all the while making sure the maximum possible amount of your assets are preserved for your family by minimizing the amount lost to fees and taxes.
Resolution of disputes among your beneficiaries or between your beneficiaries and the executor.
It is a long and complicated process, one made all the more difficult by the fact that your family is grieving.
Ilene can guide your loved ones through the process with sensitivity and compassion; all the while making sure the maximum possible amount of your assets are preserved for your family by minimizing the amount lost to fees and taxes.
Resolution of disputes among your beneficiaries or between your beneficiaries and the executor.
Few words in the English language inspire fear, anger or resentment more than this one: Taxes!
Not surprising, since most people have worked very hard for the success they've achieved and want to preserve as much of their hard earned wealth as possible.
Fortunately, Ilene can lower and defer the taxes you pay, so more money is available for your business, your personal enjoyment, your loved ones and your legacy.
To put it simply, her approach to lowering your tax bill is comprehensive.
She uses techniques and strategies which can enhance meeting the goals and objectives of your family while reducing your tax bite at the same time.
Not surprising, since most people have worked very hard for the success they've achieved and want to preserve as much of their hard earned wealth as possible.
Fortunately, Ilene can lower and defer the taxes you pay, so more money is available for your business, your personal enjoyment, your loved ones and your legacy.
To put it simply, her approach to lowering your tax bill is comprehensive.
She uses techniques and strategies which can enhance meeting the goals and objectives of your family while reducing your tax bite at the same time.
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