Brenda is a dedicated estate planner based in Arizona, with professional experience crafting personalized trust solutions for families, allowing them to safeguard their legacy and achieve financial peace of mind. Brenda specializes in formulating personalized estate plans that address families’ unique needs, including community property laws, probate avoidance through revocable living trusts, and asset protection strategies tailored to high-net-worth individuals, blended families, and small business owners.

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            Brenda’s passion extends to those within the special needs community. As a compassionate advocate, Brenda specializes in Special Needs Trusts which ensure financial security and access to essential benefits for individuals with disabilities, while preserving their quality of life. Her expertise extends to revocable and irrevocable trusts, helping families protect assets, plan for long-term care, and navigate complex legal and financial landscapes.

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            With a deep commitment to empowering her clients, Brenda takes a tailored, family-centered approach, listening closely to each client’s unique needs and goals. She is known for her ability to simplify intricate estate planning concepts, making them accessible and reassuring for families facing unique challenges. Holding in-depth familiarity with the Arizona Long Term Care System (ALTCS) and the challenges individuals and families face preserving public benefits, such as Supplemental Security Income (SSI), Brenda stays at the forefront of legal developments and cutting-edge solutions.

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            A licensed estate planner serving clients nationwide, Brenda is actively involved in local special needs advocacy groups and offers various resources to educate and inform families on trust planning and preservation of their government benefits. Her warm, empathetic demeanor and meticulous attention to detail have earned her a reputation as a trusted resource in Arizona’s special needs community.

 

 Estate planning is more than complex paperwork – it’s about empowering families to thrive across generations.

 Contact Brenda at (928) 706-4169 to start building your secure future today!