Estate Planning

Estate Planning in Mesa, AZ: Secure Your Legacy with Trusted Partners

In our fast-paced world, planning for the future is crucial.

At Copper Wren Law, we understand that estate planning is not just about legal documents; it’s about peace of mind, security, and ensuring that your loved ones are cared for according to your wishes.

To provide our clients with the best possible support, we are proud to partner with David and Anne Gerszewski at Citadel Law Firm in Chandler, Arizona.

David and Anne’s dedication, expertise, and personalized approach make them an invaluable ally in the estate planning process.

  • When my father in law passed away, last year, my husband and I had no idea where to start. To make things harder we live in Iowa, so getting things started was that much harder. We were given Copper Wren's information. I called and spoke with Carly. She gave me information … More on the probate process and then we had a consultation on Google Meet. We met in person once we were able to get to Mesa. The whole team made feel comfortable and we knew we had made the right choice. We were able to finish the rest of the process with phone calls and emails. When we did have questions, Carly was prompt with responding. Carly is very knowledgeable with the probate process. I would use Copper Wren for all my estate planning needs, if I lived in Arizona.
    Avatar ★★★★★ Aug 2024 Susan Poplawski

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The Importance of Estate Planning

Estate planning involves more than just writing a will or trust. It’s about creating a comprehensive strategy that addresses your financial, medical, and familial needs. By carefully planning your estate, you can:

  • Protect Your Assets: Ensure your assets are preserved and passed on to your heirs according to your wishes.
  • Reduce Taxes: Implement strategies to minimize the tax burden on your estate, preserving more for your beneficiaries.
  • Make Healthcare Decisions: Specify your preferences for medical treatment in case you become unable to make decisions yourself.
  • Appoint Guardians: Designate trusted individuals to manage your healthcare and the needs of your minor children in case of any unforeseen circumstances.
  • Avoid Probate: Simplify the transfer of assets, reducing the time, expense, and stress associated with probate court.
girl and boy standing on green grass field

Essential Components of an Estate Plan

Last Will & Testament

A last will serves as evidence as to how your assets will be distributed and nominates a personal representative to manage your estate.

Revoacable Living Trust

This type of trust allows you to control your assets during your lifetime and transfer them to beneficiaries without probate.

Durable Power of Attorney

A durable power of attorney, or a financial power of attorney, appoints someone to handle your financial affairs if you become incapacitated.

Healthcare Power of Attorney

A healthcare power of attorney designates someone to make healthcare decisions on your behalf if you are unable to do so.

Living Will

A living will specify your medical treatment preferences ahead of time – making decisions easier and less stressful on loved ones.

Beneficiary Designations

Beneficiary designations ensures assets like life insurance and retirement accounts go to your chosen beneficiaries.

Why Do We Partner with David at Citadel Law Firm?

At Copper Wren Law, we specialize in trust administrations, probate, and litigated matters.

We recognize that estate planning requires unique legal expertise, and we have observed the devastating results when these documents are handled improperly.

That’s why we proudly partner with David and Anne at Citadel Law Firm. David’s approach to estate planning is both thorough and deeply personal, ensuring that each client’s unique needs and wishes are fully understood and respected.

Learn More About David
Estate planning involves more than just writing a will or trust. It’s about creating a strategy that addresses your financial, medical, and familial needs.

What Sets David Apart?

David Gerszewski
Citadel Law Firm

David takes the time to listen and understand your individual circumstances and goals. He crafts an estate plan tailored to your specific needs.

With extensive experience in estate planning, David provides clear, expert advice on even the most complex issues.

David ensures that every aspect of your estate is covered, from asset protection to healthcare directives, leaving no detail overlooked.

At Citadel Law Firm, you’re not just a case number. David treats each client with empathy and respect, making the process as smooth and stress-free as possible.

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A Collaborative Approach to Your Future

At Copper Wren Law, our mission is to ensure that you feel secure about your future and that of your loved ones.

By partnering with David at Citadel Law Firm, we are confident that you will receive the personalized and comprehensive care you deserve. Together, we are committed to helping you build a solid plan that reflects your values and secures your legacy.

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