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Dana and Associates, LLC in Mesa, Arizona

Dana and Associates, LLC's Website

(480) 924-4424

1234 South Power Road
Mesa, AZ 85206

http://www.danalegalhelp.com/

Company Description:

Dana and Associates is a premier Estate Planning and Asset Protection law firm, serving families throughout Arizona. We design custom legal plans to help you preserve your legacy by minimizing taxes and simplifying administration by avoiding probate. We utilize the latest strategies with Revocable Trusts, Last Will and Testaments, Health Care Powers of Attorney and Durable Financial Powers of Attorneys to ensure that your loved ones are protected when you can't be there.

Services Offered:

Estate Planning

Web Results:

Asset Protection Arizona Estate Planning Law Firm Wills and Trusts Attorney
Home About Us Attorneys Rilus M. Dana Brenda T. Nielsen Steven M. Jackson Jeffrey M. Verdon Meet the Team Mission Statement Core Values Practice Areas Administration Trust Administration Probate Small Estate Administration Estate Planning Trusts Last Will and Testament Living Wills Health Care Power of Attorney Durable Power of Attorney Resources Fact Finder Personal Family Legal Session Family Administration Session Make a Payment Request Speaker Blog/Article Contact Us Locations Mesa Chandler Scottsdale Payson Blog Select Page Asset Protection Free Personal Family Legal Session (480) 924-4424 Name Email Address Message Message Submit Home About Us Contact Us Meet the Team Practice Areas Blog Facebook Twitter Google Designed by Panda Online Marketing | Powered by Panda Online Marketing
Living Wills Arizona Estate Planning Law Firm Wills and Trusts Attorney
Wills LawyerHome About Us Attorneys Rilus M. Dana Brenda T. Nielsen Steven M. Jackson Jeffrey M. Verdon Meet the Team Mission Statement Core Values Practice Areas Administration Trust Administration Probate Small Estate Administration Estate Planning Trusts Last Will and Testament Living Wills Health Care Power of Attorney Durable Power of Attorney Resources Fact Finder Personal Family Legal Session Family Administration Session Make a Payment Request Speaker Blog/Article Contact Us Locations Mesa Chandler Scottsdale Payson Blog Select Page Living Wills Living Will (Final Directives) The Living Will Includes directives for end of life care and functions as an advanced health care directive. The living will instructs the person designated in the Healthcare Power of Attorney. Generally, through the living will, you will make decisions about your care in the event of a situation where you are in a persistent vegetative state or where there is no likelihood of recovery. Many people fear living in a mental state where there is a limited quality of life, or limited to no mental activity. For some, the toll of medical care at that point is excessive, and those people would rather not sustain existence. Others prefer that they receive all medical care necessary to sustain life. Each of these options is available through the Living Will, and through planning you have the opportunity to choose. Those who do not plan rely on a designated priority list created through state law to determine which person makes the available decision. Is a Living Will necessary? Why make final directives? So many people discuss end of life scenarios but never make concrete plans for unexpected events. A living will is necessary to address those events for which loved ones will want every decision to be as easy as possible. It is difficult to deal with crisis, and sometimes the potential exists for a fight over whether or not to provide life sustaining treatment. We seek to provide solutions for potential problems before they occur so that those leaving a legacy can do so in peace. Free Personal Family Legal Session (480) 924-4424 Name Email Address Message Message Submit Home About Us Contact Us Meet the Team Practice Areas Blog Facebook Twitter Google Designed by Panda Online Marketing | Powered by Panda Online Marketing
Chandler Estate Planning Attorney Arizona Estate Planning Law...
Home About Us Attorneys Rilus M. Dana Brenda T. Nielsen Steven M. Jackson Jeffrey M. Verdon Meet the Team Mission Statement Core Values Practice Areas Administration Trust Administration Probate Small Estate Administration Estate Planning Trusts Last Will and Testament Living Wills Health Care Power of Attorney Durable Power of Attorney Resources Fact Finder Personal Family Legal Session Family Administration Session Make a Payment Request Speaker Blog/Article Contact Us Locations Mesa Chandler Scottsdale Payson Blog Select Page Chandler Estate Planning Attorney (480) 924-4424 Chandler Estate Planning Attorney 3100 W. Ray Rd. Suite 201 Chandler, AZ 85226 Name Email Address Message Message Submit Chandler Estate Planning Attorney San Tan Corporate Center II 3100 W. Ray Rd. Suite 201 Chandler, AZ 85226 Hours: M-F 8:30 5:30 480-924-4424 Chandler Estate Planning Attorney Dana and Associates Probate and Estate Planning began serving the Valley and Arizona in 1989. We now serve clients seeking probate or estate planning help at our Chandler location just off of Ray and the 101 in the second building of the San Tan Business Plaza. At Dana and Associates, you ll work hand in hand with an attorney who focuses on finding personal legal solutions. Our attorneys believe that today s clients are tomorrow s reputation, and work actively to advise and partner in solving your probate and estate planning issues. Call now to discuss your probate or estate planning questions with one of our dedicated Dana and Associates attorneys. Directions: Driving North on the 101 (from the south side of 202) take the Ray Road exit and turn left when you get to Ray Road, cross the highway and take your first right into the San Tan Business Plaza (across the street from Culver s and America s Taco Shop). The building on your right is San Tan Business Plaza II, Dana and Associates office can be found through the doors to your left as you exit the elevator on the second floor. Driving South on the 101 (from the 60, or north side of 202) take the Ray Road exit and turn right when you get to Ray Road, take your first right into the San Tan Business Plaza (across the street from Culver s and America s Taco Shop). The building on your right is San Tan Business Plaza II, Dana and Associates office can be found through the doors to your left as you exit the elevator on the second floor. facebook Twitter LinkedIn Google+ Youtube Home About Us Contact Us Meet the Team Practice Areas Blog Facebook Twitter Google Designed by Panda Online Marketing | Powered by Panda Online Marketing
Family Administration Session Arizona Estate Planning Law Firm...
Home About Us Attorneys Rilus M. Dana Brenda T. Nielsen Steven M. Jackson Jeffrey M. Verdon Meet the Team Mission Statement Core Values Practice Areas Administration Trust Administration Probate Small Estate Administration Estate Planning Trusts Last Will and Testament Living Wills Health Care Power of Attorney Durable Power of Attorney Resources Fact Finder Personal Family Legal Session Family Administration Session Make a Payment Request Speaker Blog/Article Contact Us Locations Mesa Chandler Scottsdale Payson Blog Select Page Personal Family Legal Session The first meeting is called a Personal Family Legal Session ($600 Value). The purpose of this meeting is for us to get to know you and identify what is important to you. After we get to know a little about you, we will start to develop a personal and specific plan that meets your goals. Often times, the goal is to transfer assets to your children in the event of your death and avoid expensive and timely court delays (probate). In addition, we will also show you other opportunities to save taxes and protect you and your family from potential creditors (asset protection planning). After we determine what your needs are, we will quote you a flat fee to implement the plan that is right for you. No hourly fees, no hidden costs and no surprise bills! The Personal Family Legal Session starts with the personal inventory. You can get the personal inventory HERE or we will send you a hard copy by mail after you have scheduled your Personal Family Legal Session. The personal inventory has three pages. First, it will ask about your family status; we need to know whether you are married, single, or widowed. Also, if you have children, and some other basic information. After we get an idea of who your family is, we need to see the assets that we are planning for, so the second part of the inventory is about your assets. The inventory divides your assets into real estate, retirement accounts (IRA s, 401k, etc.), investments, bank accounts, and life insurance amounts. Providing this information allows us to spot potential issues with probate, income tax and estate taxes, and allows us to make personal and specific recommendations for you. The third part of the inventory is designed to get you to start thinking about the people that you will want to serve in the various roles of your plan. Who will represent you, and who do you want to make legal decisions, health decisions, and care for your children if they are minors? Your Personal Family Legal Session will start by reviewing the personal inventory with the attorney. Your attorney will ask you additional information about it, and if you have an existing plan, they will review that plan with you and see if it meets the needs of your family. If you do not have a plan, then your attorney will discuss your goals, which are commonly to pass the assets to children or loved ones while avoiding taxes and administration of probate. Your attorney will then start to design a plan for you that meets your personal needs, and will quote you a flat fee to implement the plan. After the basic parts of the plan are designed, the next appointment is scheduled two to three weeks later to sign the plan. You will receive draft copies of the documents before the signing meeting. This will give you the chance to review the plan, and make sure that it captures your wishes. After the legal documents are signed, you will receive the original documents along withpersonal funding recommendations. These are the specific recommendations from your attorney of how all of your assets should be owned. If your plan includes a Revocable Trust then your bank accounts will need to be moved into the trust. This is as simple as telling your banker or financial advisor how the accounts should be owned, and they will get you the documents from their bank or financial institution. We generally handle the transfer of your Arizona Real Estate into your trust. After you finish changing your banking accounts, your plan is complete and current, and you can have peace of mind, knowing that your loved ones are protected. Here is how we keep your plan current: Review At a minimum, we want to review your plan every five years. We will want to Laws Change When there are significant changes to the laws, we inform our clients of the changes, and usually host seminars to explain how the changes will affect plans. There were several big changes in 2012 and 2013 that substantially changed estate planning, but things have been pretty quiet since then. Family Changes If there are changes in your family, you will need to inform us, common review it sooner if there are changes are if you change your mind on who you want to raise your kids or manage your assets or how you want to distribute your estate. Asset Changes The other time we need to review is if your assets substantially increase or decrease in value. If your assets increase in value then there may be additional opportunities to shelter assets from unnecessary taxes and administration. If the assets go down in value then it might be possible to simplify the plan and avoid unnecessary administration. Here is how to schedule your Personal Family Legal Session 1. Call us 480-924-4424 this is the best option during business hours. 2. Email us at ________________ Click Here to Download: Personal Inventory Free Personal Family Legal Session (480) 924-4424 Name Email Address Message Message Submit Home About Us Contact Us Meet the Team Practice Areas Blog Facebook Twitter Google Designed by Panda Online Marketing | Powered by Panda Online Marketing
Request Speaker Arizona Estate Planning Law Firm Wills and Trusts Attorney
Home About Us Attorneys Rilus M. Dana Brenda T. Nielsen Steven M. Jackson Jeffrey M. Verdon Meet the Team Mission Statement Core Values Practice Areas Administration Trust Administration Probate Small Estate Administration Estate Planning Trusts Last Will and Testament Living Wills Health Care Power of Attorney Durable Power of Attorney Resources Fact Finder Personal Family Legal Session Family Administration Session Make a Payment Request Speaker Blog/Article Contact Us Locations Mesa Chandler Scottsdale Payson Blog Select Page Request a Speaker Page Coming Soon Free Personal Family Legal Session (480) 924-4424 Name Email Address Message Message Submit Home About Us Contact Us Meet the Team Practice Areas Blog Facebook Twitter Google Designed by Panda Online Marketing | Powered by Panda Online Marketing

Business Information:

In Business Since:2016

Professional Associations:

  • Owner

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