Life Planning Team is a specialized legal practice focused exclusively on comprehensive estate and life planning solutions. The firm stands out for its dedicated approach to creating personalized, high-quality plans that help clients avoid probate, maintain control of their assets, and provide lasting peace of mind for their families.
With nearly 30 years of leadership experience in finance and estate planning, the team offers strategic guidance tailored to each client’s unique family dynamics, financial situation, and long-term goals. They emphasize a holistic, compassionate process designed to ease transitions during difficult times and ensure that all legal requirements are met with precision and care. Their services are ideal for older adults, families, and business owners seeking to protect their legacies and plan for future care.
Services Offered
- Estate Planning
- Wills
- Trusts
- Power of Attorney (POA)
- Probate and Estate Support
- Business Planning
- LLC Formation
- Corporation Formation
- Business Maintenance and Compliance
- Elder Planning
- Medicaid Planning
- VA Planning
- Long-Term Care Planning
- Special Needs Planning
- Guardianship Designation
- Incapacity Planning
- Asset Protection
- Tax Reduction Strategies
- Charitable Giving Planning
Based in Scottsdale, Arizona, Life Planning Team offers services in both English and Spanish, ensuring accessibility for a broader range of individuals and families. Their experienced team is committed to adapting plans as life circumstances and laws change, providing ongoing support and clarity throughout the estate planning journey.
