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Warner Angle Hallam Jackson & Formanek PLC

     

Estate Planning, Tax and Probate

A compassionate approach, and sound judgment

For more than 50 years, Warner Angle attorneys have offered comprehensive estate planning, tax and probate services. Whether you are in the planning stage, or you are involved in litigation, our attorneys can assist you in every area, including:

Our Phoenix probate lawyers understand that this is an emotional time for you and your family. We offer a compassionate approach and sound judgment to help you plan for your future and resolve any disputes.

We have a full-service estate planning, probate and trust department. From complex tax planning to special needs trusts, and beyond, we know how to build estate plans that are dedicated to meeting your needs. If a guardian or conservator is needed for a loved one, we can help you through the process of establishing and administering a guardianship and/or a conservatorship.

If a dispute arises related to the appointment of a guardian or conservator or the administration of guardianship or conservatorship, our experienced attorneys can help your family resolve the disputes.

We provide guidance to clients throughout the administration process of estates and trusts, including the resolution of disputes, division of trusts and assets, resolution of tax issues, preparation of tax returns and distribution of assets to beneficiaries.

Articles by Larry Schafer

The Problems with Joint Tenancy Ownership  In most cases, parents should not enter into joint tenancy ownership with their children. If you want to avoid probate, you can designate your children as the beneficiaries upon your death.

When Joint Tenancy Ownership Isn't Enough  Joint tenancy designations are not perfect. Joint tenancy tends to give people a false sense of security. Remember that joint tenancy deals with only the transfer of title on death.

POD Accounts as an Alternative to a Trust  Advantages include avoiding the cost and time associated with probate, and the ability to set up a POD account without the help of a lawyer.

 

 

Attorneys

Larry Schafer

Larry Schafer

Jerome Elwell

Jerome Elwell

Gary Strickland

Gary Strickland

Dan Hulsizer

Dan Hulsizer

Phillip Visnansky

Phillip Visnansky

Richard Bookspan

Richard Bookspan

          

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