Concentrating in estate planning, trusts, wills, annuities, life insurance, health insurance, Social Security Benefits
I am 54 years of age, Married to my wife for 25 years, have one 21 year old child. I am certified as a Legal Document Preparer by the Supreme Court of Arizona. I am I licensed Life Insurance and Health Insurance agent.
During the past twenty five (25) years, I have educated numerous clients on how to create a solid foundation for their personal estates, to ensure they protect themselves and their families. Our services include helping single and married couples build living trusts, medical financial power(s) of attorney, living will, will, and changes concerning various assets along with managing Social Security, Medicare and Medicaid.
These are some of the Services we assist with our clients:
1) Revocable Living Trust (Individual)
2) Revocable Living Trust (Husband & Wife)
3) Revocable Living Trust ( Unmarried Partners)
4) Special Needs Trust for incapacitated individual.
5) Simple Will
6) Living Will
7) Power of Attorney for Medical Decisions including Health Care Directive
8) Power of Attorney for Financial Decisions
9) Medicare and Medicaid Education
10) Social Security Management