Estate Planning

Preserve Your Success with Quality Estate Planning

If you are a doctor, a dentist, a lawyer, or own a small business, your estate plan has to include more than a document that tells the court to give everything to your kids. At the Deloughery Law Office, P.C., we don't believe that drafting a simple testamentary will is enough. It may be a good beginning, but it is only a beginning. We address all of the issues in order to establish a plan that is right for you family's objectives:

• Do you plan to leave the house to your spouse? Are you sure he or she can continue to maintain it?
• Do you intend to pass your doctor, dentist, or lawyer practice to a child, and does your son or daughter want it?
• Your business: Can your family operate it profitably or sell it quickly?
• Your retirement savings: Is the account flexible enough that your spouse or children can reinvest it?

Securing your success starts right now. Contact our offices to talk with the client services manager about your specific estate planning needs. Our client services manager will discuss our full range of legal services, and schedule an appointment for you to meet directly with estate planning attorney Paul Deloughery.

Complex Estate Planning Requires Sophisticated Understanding of the Law

Asset distribution can become complex and involve sophisticated estate planning. If you want anything left after income, business, and estate taxes, you need to start considering effective strategies. The right time to start is now. Attorney Paul Deloughery has personal experience, as he watched own family lose the family business and nearly everything else, when his father died unexpectedly. With no estate plan in place beyond a simple will and an inadequate life insurance policy, the family had no means of protecting themselves from creditors and taxes.

Today, Paul uses his personal life story, his business partnership experience, and eight years of estate planning legal experience to help successful professionals, executives, and business owners plan for the future. Dynasty estate planning services include:

• Testamentary wills, drafted and reviewed
• Irrevocable trusts
• Qualified residence trusts
• Charitable remainder trusts, CRUTS, CRATS
• Qualified domestic trusts
• Advance health care directives, powers of attorney

Whether our clients have a complex or simple estate, have traditional or blended family concerns or need assistance to properly perform their fiduciary duty, we work directly with them, offering sound advice and strategies to meet their goals.

Learn more about probate and estate administration at our FAQ page.

Non-U.S. Citizens

The Phoenix Valley is seasonal home to many successful professionals and business owners who are not U.S. citizens. The Deloughery Law Office, P.C., offers many options to help foreign nationals protect their assets from U.S. tax laws.

Contact our offices to schedule an opportunity to meet with Paul Deloughery about your estate protection and planning needs. We offer sophisticated wealth preservation strategies you can rely on for a secure future.