CLICK HERE to request your free Six Step Checklist Toward Successful Estate Planning 

Download-six-step-checklist - CopyThe majority of Americans lack the ability to adequately plan for retirement as most Americans over 65 are totally dependent on Social Security. With proper knowledge and planning, future generations will certainly have a more secure future.

It is estimated that over 120,000,000 Americans do not have an up-to-date estate plan to protect themselves and their families, making estate planning one of the most overlooked areas of personal financial management. Estate planning is not just for the wealthy—it is important for everyone. With advance planning, issues such as guardianship of children, managing bill paying and assets in the event of sickness or disability, care of a special needs child, long-term care needs, and distribution of retirement assets can all be handled with sensitivity, care, and at a reasonable cost.


hand_on_mouse_PA_150_clr_3898CLICK HERE  to make an appointment for a FREE CONSULTATION in our office to discuss your Estate Planning needs.

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Legal Disclaimer: The legal information presented on this web site is general in nature and applies only to matters governed by the law of Arizona. Nothing on this web site is intended to be or may be construed to be legal advice. No attorney client relationship will exist with Insight Estate Planning Excellence, PLLC or Randolph D. Wolfson, Esq. unless we so agree in writing after personal consultation. Please contact us for a consultation on your particular legal matter. This web site is not intended to and does not solicit clients for representation in matters outside of the State of Arizona.