Four Peaks Planning, Inc. is a Phoenix-based estate planning firm specializing in revocable living trusts.
Specifically, we aim to
help families with minimal federal estate tax liabilities ($5M for
single people, $10M for married couples in 2010 and 2011) prepare
documents to ensure families aren't consumed with problems that arise
without documents and a plan in place.
Four Peaks Planning, Inc. started in 2004 when owner, Jamie Kahn, used his experiences with one of Arizona's larger estate planning firms to improve the estate planning process for the typical Arizona family. He wanted specific improvements to the process before and after documents are created and signed. Here's how:
Affordability, quality and convenience.
The attorneys' primary areas of practice is estate planning to ensure quality legal documents are produced. To help clients find time to plan we offer both in-home consultations and office appointments.
Clients must put existing and new assets into the trust after their documents are signed.
Our documents transfer current Arizona real estate and personal items without titles, but titled assets such as bank accounts and vehicles require clients to visit banks, etc. We cannot legally do this for you.
We provide easy-to-follow trust funding instructions and check on our clients periodicaly to encourage they keep their trust up to date and address any loose ends or changes.
2865 S Granite St
Gilbert, AZ 85295