Marcus provided us a comprehensive trust and will package that is affordable. He took the time to answer all our questions and help us understand all the nuances of trusts and wills. We can easily recommend Marcus to anyone looking to set up a trust.
Estate planning is about protecting what matters most to you in the event you pass on or become incapacitated. For many, this means providing appropriately for their family, their autonomy, and the financial foundation they worked so hard to achieve.
Have a family member with special needs? Want to protect your assets? Trusts are designed to have separate legal identities from the grantor, the trustee, and the beneficiary, they offer more flexible ways of managing, distributing, and protecting your family’s assets than a will can accomplish alone.
For more than 20 years, I’ve helped my clients formulate solid plans to preserve their legacies. As a graduate of ASU and Arizona Summit Law School (summa cum laude), as well as a former US Marine Corp Reservist, I am proud to serve the East Valley and beyond as a small business owner who is active in our local community.
Real Customer Reviews
Marcus is professional, honest, and makes the process easy and understandable. I would recommend him to anyone! 10 stars!
I have a huge amount of respect for Marcus. His exceptional services are merely a reflection of the upstanding gentleman that Marcus is. If you need Estate Planning Services in Arizona, there is no one that I would trust more!
Starts at 18
When your graduate crosses the stage this month, they will take their financial and financial reigns from you just as they take their diploma. We look at some options for parents to utilize that encourage responsible spending and planning, while allowing you to assist your child with medical and financial matters should they become incapacitated.
Choose someone you trust to direct and make medical decisions for you when you are unable to do so yourself with a Medical Power of Attorney. In Arizona, we also strongly recommend a Living Will, which details your medical treatment choices in certain situations.
Fill out this short form to receive a free confidential consultation!