How an Estate Plan Protects Your Loved Ones

A great way to learn more about wills, trusts and estate planning is to watch a video in which Arizona estate planning attorney and former CPA Richard C. Keyt, is interviewed by Armando Roman, a former CPA and founder of AXIOM Founders Family Office, Inc.

Armando helps successful people preserve their American success story by preserving their wealth, mitigating their taxes, taking care of their heirs, making sure their assets are not unjustly lost through litigation and magnifying their charitable gifts.

Estate Planning to Protect Your Family and Your Business

If you are a business owner learn the TOP 5 THINGS YOU MUST DO to protect your loved ones in your estate planning documents? Listen to this conversation between Arizona estate planning and business law attorney Richard C. Keyt and financial planner Armando Roman, the founder of AXIOM Founders Family Office, Inc.

Armando helps successful people preserve their American success story by preserving their wealth, mitigating their taxes, taking care of their heirs, making sure their assets are not unjustly lost through litigation and magnifying their charitable gifts.

In this conversation between the two former CPAs, you will learn:

  • Why Estate Planning?
  • What is a Will?
  • What is a Trust?
  • What are Powers of Attorney?
  • What is Probate?
  • Why should Assets be Titled in Trust name?
  • Why have an Entity for Your Business?
  • What if you have a Business Partner?
  • Why retain Key Employees?
  • Why Separate Business Entities can Protect Your Assets?
  • Why Keeping the Business Separate from the Family matters? Why Business Succession Matters?

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Warning for Arizona Residents

The State of Arizona has a law that specifies who inherits the assets of Arizona residents who die without a will or a trust.  This law may cause your assets to be inherited by the wrong person or people if you lack a will or trust.  To learn who will inherit your assets if you die without a will or a trust see my article called Who Inherits Your Property If You Die without a Will or a Trust and take my short online quiz called Who Inherits Your Property.  If the wrong person or people would inherit your assets you need to hire us to prepare a will or a trust that leaves your assets to the person or people you want to inherit the assets, not to the people Arizona gives your property to.

Steps to Hire the Keyts to Prepare Your Estate Plan

1.  Make an appointment with one of Keyts using their online calendar for your free estate planning consultation.  You can meet in our office, via phone or by a Zoom video conference.  The meetings typically last 45 – 90 minutes.  We are located at 7373 E. Doubletree Ranch Road, Suite 135 in Scottsdale.  We are one mile south of Shea Blvd., and one block east of Scottsdale road.

2. Complete our online estate plan questionnaire. When you submit the questionnaire our system will send an email message to you and to us that contains all the information you entered into the questionnaire.

3. Attend your free estate plan consultation.

4. Come to our office to sign your documents in front of two witnesses and a notary.

Total time from start to signed documents is one to two weeks.