If you're feeling overwhelmed and anxious about the thought of your complex estate or blended family's future, despite your efforts to plan ahead, then you are not alone! Despite your attempts at organizing your affairs and minimizing your tax burden, you may still feel uncertain about what will happen after you're gone. You may also be experiencing a sense of frustration and confusion about how to effectively plan for the future, as standard estate planning methods may not be suitable for your unique circumstances. However, by seeking personalized estate and tax planning solutions, you can achieve peace of mind and ensure that your legacy is protected.

About Leighton Tyau:

Leighton Tyau is the founder and principal attorney at Copper State Estate Planning, an Arizona-based boutique law firm specializing in tailored estate planning services. With a background in economics and law, Leighton is passionate about helping families build and preserve their legacies through personalized service. Focusing on complex estate planning matters like business succession, trusts, and tax planning, Leighton provides customized solutions for each unique client. An active member of prestigious professional organizations and involved in philanthropic endeavors, Leighton prioritizes long-term relationships with clients and is dedicated to offering the highest level of service and support

Listen to this informative Legacy Leaders episode with Leighton Tyau about:

● Discover the vital role of estate and tax planning in providing peace of mind through tailored solutions.

● Learn how tax planning is the cornerstone for protecting your financial future.

● Debunk common estate planning myths, such as families avoiding disputes over assets.

● Uncover the necessity of crafting unique plans for clients with intricate estate requirements.

● Recognize the advantages of proactive planning in saving time, reducing stress, and minimizing expenses for loved ones.

Here is what to expect on this week’s show:

● Estate planning is essential for individuals who want to ensure the proper distribution of their assets and protect their loved ones' financial well-being upon their passing.

● While estate planning focuses on the distribution of assets, tax planning efficiently minimizes tax liability throughout an individual's lifetime and after death.

● One such misconception is that family members won't dispute inheritances, causing friction between relatives. However, according to Tyau, estate planning should consider even the smallest, seemingly insignificant items as these can often lead to family discord.

● Professional estate and tax planning can preserve and grow a person's assets while minimizing taxes and incorporating strategies, such as the use of a bypass trust and deceased spouse unused exemption, to optimize financial outcomes.

● By engaging in a long-term relationship with a skilled attorney, clients enjoy the added benefit of trust while ensuring their assets and loved ones are protected.

“Every client is a puzzle where I can figure out which pieces I can shift this way or that way to get the best possible outcome for the client and the client's family.”

- Leighton Tyau

Links Mentioned:

Connect with Leighton:

LinkedIn: https://www.linkedin.com/in/leighton-tyau/

Information on Leighton’s Company:

Website: https://copperstateplanning.com/

Phone Number: 480-442-6413

Office Locations: 4435 E Chandler Blvd #200 Phoenix, AZ 85048

By Appointment Only

2999 N 44th St Suite 450, Phoenix, AZ 85018

By Appointment Only

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