Let us help you Safeguard your Estate
We believe a complete estate plan includes a team of highly experienced, customer-focused professionals.
Covering your family’s needs.
Safeguarding Your Family's Financials
Retirement planning isn't just about your golden years; it's about ensuring your family's financial stability and well-being.
The Power of Estate Planning
In a world filled with uncertainties, estate planning offers you the opportunity to safeguard your family's financial well-being and provide them with a stable future.
Join one of our webinars soon
At Safeguard, we work with an independent law firm that specializes in estate planning. Protecting your assets through comprehensive and affordable estate planning to preserve your wealth is our top priority.
Just one component of a thorough estate plan.
When you envision your retirement, what's your vision?
Pets Differ from Humans; Unique Planning is Essential
Estate Planning Strategies to Bypass Probate in Arizona.
Your will is just one part of a complete estate plan.
Happy families since 1996.
The entire process from the initial consult to my personalized Living Trust was thoughtfully well-organized. In his PowerPoint presentation, Jeff Sykes of Safeguard Estate and Financial, did a wonderful job explaining the benefits of a Revocable Living Trust and made an appointment for me to meet with attorney Mark Hall. Mr. Hall, who is not affiliated with Safeguard was retained to provide legal services regarding the review and implementation of my estate plan. He answered and addressed any questions I had, and guided me on next steps. Finally, Derek Mills of Safeguard Estate and Financial provided me with a snazzy three-ringed binder containing every conceivable necessary document for my personal Living Trust. He spent as much time as I needed to go over each document neatly organized behind labeled divider tabs in the binder. These included the Living Trust, Certificate of Trust, Pour Over Will, Durable Power of Attorney, Living Will, Funded Assets, Home/Auto, and Funding Instructions. Without reservation, I highly recommend Safeguard Estate and Financial to create your Revocable Living Trust.
Safeguard assist us with our living trust and they did an outstanding job starting with their seminar. We met with the attorney and then their representative and they both were very professional and took us through the whole process. They made us feel so comfortable even going through the documentation covering each of the items and letting us know the homework we had to complete our part of the trust. We would highly recommend Safeguard for any individuals that need a trust because they make it so easy for their clients. Our representative Thomas made us feel so comfortable when he explained everything to us which we greatly appreciated. We will talk with everyone we know that is interested in a trust to use this company, even to those individuals that are not ready yet but have the need for a trust.
Being a widowed person now, I decided to take the next step in my life. I attended a Safeguard seminar and was impressed with their presentation. I then had Safeguard handle my estate. Working with their attorney, Mark Hall was a pleasant experience. Then working with Derek Mills to go over the paperwork to make sure everything was in order, was another pleasant experience. The company is professional, knowledgeable, and trustworthy. I highly recommend using Safeguard Estate and Financial.
We discussed setting up a Trust for about 10 years. Our estate is not considered on the large side but didn't want probate to eat up our assets. We received a mailer for a presentation and dinner to discuss the trust process. The two words that continue to resonate throughout the entire process is honest and direct. The process was so much easier than expected. From the dinner presentation (Dinner was tasty) to the first in person meeting the process was seamless. We asked a million question and all were answered. You are walked through each step not in one meeting but several. Home work between meeting to make sure all assets are discussed. Details like what a DRN really means and what kinds of financial assets can be added to a trust was quite an eye opener. And lastly, the cost was so much less then expected which is certainly a plus. We 100% recommend Safeguard Estate and Financial !
Have a question?
If so, you may want to consider a Living Trust since each property will likely be subject to some form of probate.
Key estate planning documents include a Last Will and Testament, which outlines how your assets should be distributed, and a Living Will or Advance Healthcare Directive, specifying your medical treatment preferences. Additionally, a Durable Power of Attorney designates someone to manage your financial affairs if you become incapacitated, while a Healthcare Power of Attorney appoints a representative to make medical decisions on your behalf. Trusts are also commonly used to manage and distribute assets outside of probate.
Everyone can benefit from estate planning, regardless of their wealth or age. Whether you have substantial assets, minor children, or specific wishes for your healthcare, having a well-crafted estate plan ensures your desires are carried out and provides for your loved ones in times of need.
If you pass away without an estate plan, your assets will be distributed according to your state's laws of intestacy. This may not align with your preferences and can result in delays, disputes, and additional costs. Moreover, without a plan, decisions regarding your healthcare and financial matters may be left to the court.
Estate plans should be reviewed periodically to ensure they reflect your current circumstances and intentions. Life events such as marriages, divorces, births, deaths, changes in financial status, and relocations are common triggers for updates. As a general rule, consider revisiting your plan every three to five years.
Estate planning can help minimize tax liabilities for your estate and beneficiaries. Federal and state estate taxes may apply, depending on the total value of your estate. Proper planning can include strategies such as gifting, trusts, and other tax-efficient mechanisms to reduce the tax burden and maximize the assets passed on to your heirs. It's essential to work with a knowledgeable estate planning attorney or advisor to navigate tax implications effectively.