We are dedicated to helping you pass your assets to your beneficiaries
in a simple and affordable way. RJP Estate Planning works with experienced estate planning counsel to design specialized plans that meet each family’s unique needs and properly provide for the legacy that each client desires
financial plan
Our goal is to provide our clients with the utmost quality in the preparation of comprehensive estate planning documents as well as to propose strategies and products that may better preserve the estate for which they have worked a lifetime.
We strive to be a lifelong, trusted advisors to our clients and their beneficiaries by remaining in contact and keeping them informed regarding issues related planning.
History of RJP Estate Planning:
Jim and Debbie Placet met in 1993 when they were both working for Liberty Financial. Jim worked in the Great American Bank branches in the Frys grocery stores offering alternative investments to bank products. And Debbie was the wholesaler for these alternative products and services. As the financial services industry grew and evolved so did the Placet’s dream of offering more products and services to the retirees of Arizonia. When Great American Bank was taken over by the RTC the Placet’s dream was born; they established their first Estate Planning firm.
Today it has grown and evolved into RJP Estate Planning with over 15,000 clients in multiple locations in Arizona and many generations of satisfied clients.
Letting your legacy live on
Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets. RJP Estate Planning works with experienced estate planning counsel to design individualized plans that meet each family’s unique needs and properly provide for the legacy that each client desires.
We provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning.
4110 N Scottsdale Rd Ste 170
Scottsdale, AZ 85251