Phoenix, Arizona, Dental Estate Planning Lawyer
At the Deloughery Law Office, I don't believe that drafting a simple testamentary will is enough. I am attorney Paul Deloughery, and I can help you with all of your dental estate planning needs. It may be a good beginning, but it is only a beginning. If you are a DDS, or other dental professional such as an endodontist, prosthodontist, or pediatric dentist DMD, your estate plan and business plan has to include more than a document that tells the court to give everything to your kids.
There are a variety of issues that must be considered
Do you plan to leave the house to your spouse? Are you sure he or she can continue to maintain it? Do you intend to pass your dental practice or lab a child? Does your son or daughter want it? Can your family operate your practice profitably or sell it quickly if you die or become incapacitated? Is your retirement plan account flexible enough that your spouse or children can reinvest it? I will address all of these issues, and more, when we meet to discuss your specific estate planning needs.
Contact me to schedule a consultation about your dental estate planning and business planning needs. I will help you address all of these issues in order to establish a plan that is right for you family's objectives.
I can help you reach your dental estate planning goals
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Testamentary wills
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Irrevocable and revocable trusts
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Health care directives, living wills
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Business planning
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Retirement plans
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Business succession planning
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Dental practice exit strategies
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Sophisticated estate planning and business organization strategies
Asset distribution can become complex and involve sophisticated estate planning. If you want anything left after income, business, and estate taxes, you need to start considering effective strategies. The right time to start is now. I have personal experience. As a teenager, I watched my own family lose the family business and nearly everything else, when my father died unexpectedly. With no estate plan in place beyond a simple will and an inadequate life insurance policy, my family had no means of protecting ourselves from creditors and taxes. Today, I use my personal life story, my business partnership experience, and eight years of estate planning legal experience to help successful dental professionals plan for the future.
Contact my office in Phoenix, Arizona, to talk about your specific estate planning needs. Sara has more than thirty years of experience as a tax professional and knows the right questions to ask and answer. She will discuss my full range of legal services, and schedule an appointment for you to meet with me. Securing your success starts right now.
Deloughery Law Office
4835 East Cactus Road, Suite 225
Scottsdale, Arizona 85254
Phone: 480.246.3666
Fax: 602.334.1311
The Deloughery Law Office, P.C., provides legal counsel and representation for professionals and owners of businesses in the Maricopa County communities of Phoenix, Gilbert, Scottsdale, Cave Creek, Paradise Valley, Fountain Hills, and Carefree, Arizona