Let us help you Safeguard Your Estate!

We believe a complete estate plan includes a team of highly experienced, customer-focused professionals.

At Safeguard, we work with an independent law firm that specializes in estate planning. We have assembled your team!

Safeguard Estate Planning Scottsdale, Arizona

This is where a Living Trust can come in to help!

Safeguard financial planning Scottsdale, AZ
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What happens if a person dies without leaving a will?

Any assets in their estate will be distributed according to Arizona laws that designate which family members, or “heirs,” will receive assets.

Does a Will Affect All Assets?

Some assets aren’t affected. For example, beneficiary designations, transfer on death (TOD) accounts, payable on death (POD) accounts, community property or joint tenancy with right of survivorship, and assets titled in the name of a trustee are not affected.

Check who you’ve named as beneficiary on IRAs, life insurance, annuities, and/or retirement plans. You can also name beneficiaries for cars and properties. If you have these transfer mechanisms, those assets will pass automatically to surviving owners or named beneficiaries.

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Does a person need a large estate to have a will?

No. Anyone who wants to choose how their assets are distributed should have a will. People with minor children can use a will to nominate a guardian and someone to manage the children’s assets in a trust and/or custodial account.

Who should draft a will?

It’s best for a lawyer to draft a will. An expert can offer advice on the best alternatives for your unique situation.

What is a holographic will?

A holographic will is a signed handwritten will. Including a date is optional, but it’s a good idea so that it’s clear which will is the most recent.

Experienced Estate Planning Professionals

Our Advisors at Safeguard Have
100+ Years Of Combined Experience

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What are the advantages of trusts?

  • Saving money. Skipping probate can help your estate avoid fees and costs. In some cases, a trust arrangement reduces estate taxes for married couples.
  • Incapacity management. You can name a trustee to manage your assets if you’re incapacitated. This way, a court-appointed conservator isn’t needed.
  • Beneficiary protection. A continuing trust arrangement in a will or revocable trust can protect beneficiaries who are young or not ready to get an entire inheritance right away.

How do I Get a will or trust?

Talk to us! You need someone who is experienced in estate planning to help choose the right option for you. The State Bar of Arizona warns that asking an inexperienced person can end up costing more money to fix problems.

When you talk with us, be open and honest about all of your assets. We can’t understand your needs unless we know your circumstances. We’re on your team. We’ll do whatever we can to set up everything so you can relax and know your family’s future is safe with us.


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