Protect You and Your Family with an Estate Plan
Business and Estate Planning Professionals in Scottsdale, Arizona
LPI is a leading national provider of state-specific legal document solutions designed to help manage, protect and distribute your personal and business assets – quickly, easily, and cost-effectively.
We partner with highly-respected Financial Institutions and Trusted Advisors to offer a comprehensive array of Estate and Business Planning Solutions.
We are not a law firm, we do not represent lawyers and we never give legal advice. All client information is treated as confidential – but not privileged information.
Get You Started
Schedule an appointment to talk about your wishes, and learn how our service works. We help you protect your assets.
Create a Plan
Based on your wishes, we develop a plan for you and will handle the documents and send instructions to you on how to finalize them.
We are Dedicated to Your Case
We communicate directly with you and help you with revisions and other legal issues.
Have peace of mind by providing for your loved ones with an estate plan. We prepare state-specific documents that minimize the time your loved ones spend in probate and maximize the assets you leave them.
Business Estate Planning
All business must safeguard what they have built. We help you navigate regulatory complexity and structure your business in a way that protects your assets while allowing you to grow.
The more successful we become in life, the greater the potential risks posed by creditors and lawsuits. Protect your legacy, your family, and everything you have worked so hard to achieve.
Life Planning, Inc.’s Mission is to help families avoid Probate – a lengthy and expensive legal process that’s required if you die owning property in your own name
Financial Institution Life Planning Program
Our program is designed to bring the top tax and estate planning professionals to a broader market, assisting families and business owners to achieve their estate, business, and asset protection planning goals.
Tax Mitigation Planning
Tax mitigation is important for successfully selling your business or shares of your company to stockholders. You need a cohesive strategy to lessen your tax burden that involves your assets.
If you die without a will, your property will be distributed by the state. The laws governing this process differ from state to state.
A living trust is an estate planning tool that allows you to control your assets while you are still alive. A living trust takes effect immediately after it is established, whereas a will takes effect after the creator's death.
A Last Will can also be called a testament. It is the document written by a testator that specifies what happens to the testator's property after death.
A Living Will is a written statement that details a person's wishes regarding medical treatment when they are no longer able to express informed consent.
There are three kinds of taxes: Income, Capital Gain and Estate. First, there’s very little we can do to reduce income taxes. However, Living Trusts are generally ‘income tax neutral’ and will neither reduce nor increase the income tax you owe. Capital gains taxes may be minimized or eliminated in Community Property states, thanks to the ‘step up in cost basis’ afforded to Community Property. Finally, estates larger than $11.58 million per person are generally subject to the Federal Estate Tax. Spouses may combine their individual estate tax exemptions to shelter up to $23.16 million from ‘death taxes’.