When people think about estate planning, they often worry about taxes. And while taxes matter, they shouldn’t be the primary driver of your estate plan—your values should.
Most Arizona families won’t even come close to the federal estate tax threshold. But that hasn’t stopped some professionals from pushing tax-focused plans that don’t fully reflect a person’s actual goals. A great estate plan is built to protect people, relationships, and purpose—not just money.
Think about what you want your legacy to be:
- Is it helping your children build a better life?
- Supporting your spouse as they age?
- Donating to a cause that matters to you?
Those are the things that should shape your plan—not just tax brackets or IRS rules.
In fact, hyper-focusing on taxes can lead to over-complicated structures that don’t actually serve your loved ones. For example, creating irrevocable trusts for minor tax advantages might strip away the flexibility your family needs.
At Modern Law, our estate planning attorneys help you prioritize your intentions. We consider the tax implications, yes—but only after understanding your vision, family dynamics, and unique needs.
There’s also a peace of mind that comes from knowing your plan reflects who you are, not just what you own. It’s not about tax shelters—it’s about protecting your people.
Take the first step today. Connect with a Modern Law estate planning attorney in Arizona and start building a legacy that’s driven by purpose, not just paperwork.
