About Us

Estate Planning

Who We Are
About Breakthrough Financial Wellness

At Breakthrough Financial Wellness, we are dedicated to helping individuals and families in Phoenix, AZ plan for the future with confidence. With years of experience in estate planning, we specialize in crafting personalized legal solutions, including wills, trusts, probate assistance, and asset protection strategies. Our goal is to ensure that your wishes are honored, your assets are protected, and your loved ones are cared for, no matter what the future holds.

We understand that estate planning can feel overwhelming, which is why we take a client-focused approach, providing clear guidance every step of the way. Whether you need a simple will or a comprehensive estate strategy, our team offers compassionate, knowledgeable service tailored to your unique needs. At Breakthrough Financial Wellness, we make estate planning easy, accessible, and stress-free for individuals and families in Phoenix and the surrounding areas.
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Meet Our Team
 

Staff Member

John S.

Estate Planning Attorney
Staff Member

Emily C.

Senior Estate Planner
Staff Member

Michael R.

Client Services

Frequently Asked Questions
 


Why do I need an estate plan?
An estate plan ensures that your assets are distributed according to your wishes, prevents unnecessary legal complications for your loved ones, and can help minimize estate taxes. It also allows you to designate guardians for minor children and specify healthcare preferences.
 

What’s the difference between a will and a trust?
A will outlines how your assets should be distributed after your passing and goes through probate. A trust, on the other hand, allows assets to bypass probate and can offer more control over how and when beneficiaries receive their inheritance.
 

How often should I update my estate plan?
You should review and update your estate plan every few years or after major life events, such as marriage, divorce, the birth of a child, acquiring significant assets, or moving to a new state.
 

What happens if I die without a will?
If you pass away without a will, state laws will determine how your assets are distributed, which may not align with your wishes. Having a will ensures that your estate is handled according to your preferences.
 

Can estate planning help protect my business?
Yes, business succession planning is a crucial part of estate planning. A well-structured plan ensures that your business transitions smoothly to the next generation or chosen successor without legal disputes or financial disruptions.

Plan Today for a Secure Tomorrow

Take control of your future with a customized estate plan from Breakthrough Financial Wellness. Protect your assets and ensure your loved ones are cared for.
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