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[Post - AUG] Special Needs Trusts: Secure Care and Support | Scheduled 9/4/2025

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[Post - AUG] Special Needs Trusts: Secure Care and Support | Scheduled 9/4/2025

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A Special Needs Trust lets you provide financial support to loved ones with disabilities without affecting their eligibility for disability benefits. 🛡️

It helps cover medical expenses not paid by insurance and everyday costs, offering vital peace of mind for families.

Plan wisely to protect them, contact us.

📞(480) 565-8020

https://clfusa.com/estate-planning/living-trust/different-types-of-trusts-in-gilbert-az

#specialneedstrust #estateplanning #disabilitybenefits #specialneedsplanning

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[Post - AUG] Did You Know? | Scheduled 9/1/2025

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[Post - AUG] Did You Know? | Scheduled 9/1/2025

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This document is a contract that is signed during life while the Principal has capacity to legally make their own decisions.

With this document, our client (the Principal), designates an Agent to make medical decisions on their behalf if they eventually become incapacitated in the future. 🩺

Contact us to create your Health Care Power of Attorney.

📞(480) 565-8020

https://clfusa.com/practice-areas/health-care-power-of-attorney

#healthcarepowerofattorney #medical #incapacityplanning #estateplanning

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[Blog Post - AUG] How the TCJA Expiration Could Impact Your Estate Planning | Scheduled 8/28/2025

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[Blog Post - AUG] How the TCJA Expiration Could Impact Your Estate Planning | Scheduled 8/28/2025

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Many Arizona families have built their estate plans around the larger federal estate tax exemption created by the 2017 Tax Cuts and Jobs Act (TCJA). This higher exemption is temporary and is set to end on January 1, 2026, which could nearly cut the exemption in half.

In this article, we break down what the end of the TCJA could mean for your estate plan and what you can do now to help protect more of your legacy. ⬇️

https://clfusa.com/estate-planning/tcja-expiration-estate-planning-impact

#estateplanning #blog #tcja #taxplanning #taxlaw

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[Post - AUG] FAQ: Can I Leave My Assets to Charitable Organizations? | Scheduled 8/25/2025

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[Post - AUG] FAQ: Can I Leave My Assets to Charitable Organizations? | Scheduled 8/25/2025

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Yes, you can definitely leave your assets to charitable organizations through your will or other estate planning documents. Charitable giving is a powerful way to support causes you care about and create a lasting legacy of generosity.

Want to include charitable gifts in your estate plan? 📑 Contact us.

📞(480) 565-8020

https://clfusa.com/wills-and-trusts-online-in-arizona

#estateplanning #charitablegiving #will #charity

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[Post - AUG] Quote | Scheduled 8/21/2025

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[Post - AUG] Quote | Scheduled 8/21/2025

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We know your time is limited and legal costs can add up fast.

That’s why we work efficiently, staying one step ahead, answering your questions before you even have to ask, and helping you avoid costly surprises down the road.

You focus on what matters most. We’ll handle the details.

Schedule your consultation:

📞(480) 565-8020

🌐 https://clfusa.com/contact

#legalhelp #estateplanning #estatelawyer #arizonalawyer

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[Post - AUG] Let Your Life’s Last Chapter Be Written With Dignity and Compassion | Scheduled 8/18/2025

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[Post - AUG] Let Your Life’s Last Chapter Be Written With Dignity and Compassion | Scheduled 8/18/2025

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A living will lets you decide to refuse life-sustaining treatment if you have a terminal condition, making your wishes are respected.

Ready to make your wishes clear? Contact us now to draft your living will with personalized legal guidance. ✍🏻

📞(480) 565-8020

https://clfusa.com/practice-areas/living-will

#estateplanning #livingwill #estateplan #legalcounsel

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[Post - AUG] Testimonial | Scheduled 8/14/2025

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[Post - AUG] Testimonial | Scheduled 8/14/2025

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At Citadel Law Firm®, making our clients feel welcomed, heard, and cared for is at the heart of everything we do.

Anne and David were honored to walk alongside this family during their estate planning journey. They listened closely, answered questions, and made sure every decision was understood with confidence.

Thank you for placing your trust in us.

📞(480) 565-8020

🌐 https://clfusa.com

#clientfeedback #review #arizonalawyer #arizonalawfirm #legalhelp

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[Post - AUG] This August, Make Time for What Matters Most. Start Your Will | Scheduled 8/11/2025

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[Post - AUG] This August, Make Time for What Matters Most. Start Your Will | Scheduled 8/11/2025

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No one likes to think about “what if,” but not having a will can leave your family with confusion and added stress during an already difficult time.

This National Make-A-Will Month is a reminder: If something were to happen tomorrow, would your loved ones know what you want?

Whether you need to start from scratch or update an old will, we’re here to help you get it done: clearly, calmly, and with care. 🖊️🤝🏻

📞(480) 565-8020

🌐 https://clfusa.com/contact

#makeawillmonth #estateplanning #willandtrust

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[Post - JULY] Avoid Guardianship: Plan with a Durable Power of Attorney | Scheduled 7/24/2025

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[Post - JULY] Avoid Guardianship: Plan with a Durable Power of Attorney | Scheduled 7/24/2025

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Who handles your finances if you can’t?

A Financial Power of Attorney lets someone you trust step in if you’re ever unable to manage things yourself.

✅ Choose when it starts (now or only if needed)
✅ Decide exactly what they can and can’t do
🚫 Without it, your family might end up in court

Want to set one up? Reach out today.

📞(480) 565-8020

🌐 https://clfusa.com/practice-areas/financial-power-of-attorney

#estatelaw #financialplanning #powerofattorney #legaltips

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06.18.25  - Citadel Law Firm - Avoid Guardianship (1)

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[Post - JULY] Testimonial | Scheduled 7/22/2025

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[Post - JULY] Testimonial | Scheduled 7/22/2025

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We’re so grateful for the kind words from this amazing family.

Helping these three sisters with their estate planning was an honor. We believe in making the process easy and treating every client like family because that’s what you deserve. 🤝🏻

Thank you for trusting Citadel Law Firm®.

📞(480) 565-8020

🌐 https://clfusa.com

#clientfeedback #review #arizonalawyer #arizonalawfirm #legalcounsel

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06.18.25 - Citadel Law Firm - See What Our Clients  (1)

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[Blog Post - JULY] Arizona Beneficiary Deed | Scheduled 7/17/2025

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[Blog Post - JULY] Arizona Beneficiary Deed | Scheduled 7/17/2025

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What happens to your home after you’re gone? 🏡

A beneficiary deed lets you stay in control now and automatically pass your property to someone you choose later.

No probate. No stress.

👉🏻 Want to see if it’s right for you? Check out our latest blog.

🌐 https://clfusa.com/arizona-beneficiary-deed

#estateplanning #beneficiarydeed #legacyplanning #blog

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06.20.25  - Citadel Law Firm - Blog Arizona Beneficiary Deed

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[Reel Post - JULY] Myth: If You Have a Revocable Living Trust, There’s Nothing Left to Do  | Scheduled 7/15/2025

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[Reel Post - JULY] Myth: If You Have a Revocable Living Trust, There’s Nothing Left to Do  | Scheduled 7/15/2025

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Even with a fully funded trust in Arizona, your Successor Trustee has work to do:

🔹 Notify beneficiaries
🔹 Pay debts and expenses
🔹 Possibly file estate taxes
🔹 Distribute assets (sometimes through new sub-trusts)

Having a trust may avoid probate but it doesn’t mean you can skip all the steps.

✅ Contact us and protect your legacy.

📞(480) 565-8020

🌐 https://clfusa.com/practice-areas/trust-administration

#estateplanning #trustadministration #arizonalawyer #trusts

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[Post - JULY] Why Choose Citadel Law Firm®?  | Scheduled 7/10/2025

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[Post - JULY] Why Choose Citadel Law Firm®?  | Scheduled 7/10/2025

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At Citadel Law Firm®, we help families and businesses protect what matters most.

We handle Wills, Trusts, Estate Planning, and Probate in Chandler and the East Valley.

We also support business owners with civil litigation and protecting ideas through trademarks, copyrights, and patents.

✅ Licensed in Arizona, Colorado, Minnesota, and North Dakota
✅ Trusted. Professional. Client-focused.

Planning for the future or need to protect your business? Let’s talk.

📅 Book a consultation today.

📞(480) 565-8020

🌐 https://clfusa.com/contact

#estateplanning #probate #wills #trusts #businessowners #arizonalawyer

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06.18.25 - Citadel Law Firm -  Why Choose Citadel Law Firm®

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[NL Blog Post - JULY] Is a Living Trust Right for You? | Scheduled 7/8/2025

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[NL Blog Post - JULY] Is a Living Trust Right for You? | Scheduled 7/8/2025

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Are you sure your assets will go to the right people without added stress or delay?

Planning for the future doesn’t require a fortune or a complicated life. It simply requires a clear plan. A living trust can help make sure your wishes are honored without the time, cost, and exposure of probate.

Curious how it works and whether it’s right for you?

👉🏻 Read our latest blog to learn how a living trust can protect your legacy and bring peace of mind.

🌐 https://clfusa.com/estate-planning/is-living-trust-right-for-you

#estateplanning #livingtrust #probate #blog #arizonalawyer

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06.20.25  - Citadel Law Firm - Blog Is a Living Trust Right for You

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[Post - JULY] 4th of July | Scheduled 7/4/2025

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[Post - JULY] 4th of July | Scheduled 7/4/2025

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Wishing everyone a safe and sparkling 4th of July!

From fireworks to family time, we hope your Independence Day is filled with celebration and pride. 🎆

🌐 https://clfusa.com

#4thofjuly #independenceday #usa

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06.18.25 - Citadel Law Firm - 4th of July

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[Post - JULY]  Don’t Let Long-Term Care Drain Your Savings **CANCELED**

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[Post - JULY]  Don’t Let Long-Term Care Drain Your Savings **CANCELED**

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Long-term care is expensive. It can cost thousands every month.

Many families end up draining their savings just to pay for nursing homes or in-home help.

✅ Medicaid planning helps protect your home, savings, and assets while still getting your loved one the care they need.

Plan ahead. Don’t wait for a crisis.

📞(480) 565-8020

🌐 https://clfusa.com/medicaid-planning-chandler-az

#medicaidplanning #longtermcare #estateplanning #seniorcare

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06.18.25 -  Citadel Law Firm - Don’t Let Long-Term Care Drain Your Savings

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[Reel Post - JUNE] Legal Tip | Scheduled 6/26/2025

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[Reel Post - JUNE] Legal Tip | Scheduled 6/26/2025

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Legal Tip: Always name more than one Agent in your Health Care Power of Attorney. 📝

Why? Because if your first choice isn’t available, your second Agent steps in without delay or legal red tape.

💡 Pro tip: Choose someone who knows you well and is willing to step into the role.

📞(480) 565-8020

🌐 https://clfusa.com/practice-areas/health-care-power-of-attorney

#tuesdaytips #estateplanningtips #medicaldecisions #backupplan #legalplanning

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05.15.25 - Citadel Law Firm - Legal Tip (1)

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[Post - JUNE] Avoid Probate and Protect Your Privacy | Scheduled 6/23/2025

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[Post - JUNE] Avoid Probate and Protect Your Privacy | Scheduled 6/23/2025

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When someone passes, their estate usually goes through probate court: a public, often slow, and expensive process.

A Revocable Living Trust helps avoid that:

✔️ No court delays
✔️ Private asset distribution
✔️ Faster access for beneficiaries

Plus, your chosen Successor Trustee steps in to manage or distribute the assets (no court needed).

Ready to protect your legacy? Let’s talk.

📞(480) 565-8020

🌐 https://clfusa.com/practice-areas/revocable-living-trust

#trustlawyer #probatelawyer #estateplanning #livingtrust

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05.15.25 - Citadel Law Firm - Avoid Probate and Protect Your Privacy 

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[Post - JUNE] Blended Families Need Blended Estate Plans | Scheduled 6/19/2025

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[Post - JUNE] Blended Families Need Blended Estate Plans | Scheduled 6/19/2025

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If you’ve remarried, have kids from a previous relationship, or are building a new family structure, it’s time to rethink your estate plan.

Here’s why 👇
📌 Arizona law might not divide your assets the way you expect
📌 Your spouse might not have the power to make financial decisions
📌 Probate could delay your family's inheritance for years

The good news? A proper estate plan puts you in control, not the courts.

Contact us today.

📞(480) 565-8020

🌐 https://clfusa.com/estate-planning/estate-planning-tips-blended-families

#estateplan #blendedfamily #trusts #wills

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05.15.25 - Citadel Law Firm - Blended Families Need Blended Estate Plans.

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[Reel Post - JUNE] Did You Know? | Scheduled 6/16/2025

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[Reel Post - JUNE] Did You Know? | Scheduled 6/16/2025

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Without a Health Care Power of Attorney, your loved ones might need to file for guardianship, a process that can take months and cost thousands.

✅ A Health Care Power of Attorney is faster, easier, and gives you control.

💬 Talk to us today about including it in your estate plan.

📞(480) 565-8020

🌐 https://clfusa.com/practice-areas/health-care-power-of-attorney

#powerofattorney #estateplan #estateplanning #legaltips

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05.15.25 - Citadel Law Firm - Did You Know

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[Post - JUNE] Your Family Matters. Let’s Plan for Their Future Together | Scheduled 6/12/2025

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[Post - JUNE] Your Family Matters. Let’s Plan for Their Future Together | Scheduled 6/12/2025

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Looking for a trustworthy estate planning attorney in Arizona? 🏛️ At The Citadel Law Firm, your future and your family's well-being are always our top priority.

From wills and trusts to elder law, probate, and tax planning, we’re here to guide you.

Contact us today and let’s build your future together.

📞(480) 565-8020

https://clfusa.com/contact

#estateplanning #arizonalawyer #trusts #wills #arizonafamily

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05.15.25  - Citadel Law Firm - Your Family Matters.

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[Post - JUNE] Smart, Secure, and Private: The Power of a Living Trust | Scheduled 6/9/2025

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[Post - JUNE] Smart, Secure, and Private: The Power of a Living Trust | Scheduled 6/9/2025

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Thinking About a Will? Consider a Revocable Living Trust.

It does more than just help you avoid probate. It gives you more control over your legacy.

With a living trust, you can:
🔒 Keep your family’s financial matters private
⏳ Decide how and when your assets are shared
🛡️ Add protection for your loved ones with Asset Protection Trusts

Want to make things easier for your family? Reach out to us today.

📞(480) 565-8020

🌐 https://clfusa.com/practice-areas/revocable-living-trust

#estateplanning #livingtrust #revocablelivingtrust #probate

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05.15.25  - Citadel Law Firm - Smart, Secure, and Private

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[Carousel Post - JUNE] 6 Estate Planning Tips for Blended Families | Scheduled 6/5/2025

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[Carousel Post - JUNE] 6 Estate Planning Tips for Blended Families | Scheduled 6/5/2025

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Blended families bring joy, but they can make estate planning tricky.

Here are 6 tips to help guarantee your legacy is handled the way you want:

📝 Planning a will gets complicated

🌳 Consider living trusts

👨‍👩‍👧‍👦 Find the right trustee

💍 Plan for remarriage

⏳ Simplify inheritance timelines

🏥 Clear powers of attorney

Have questions about estate planning for your blended family? Reach out to us directly.

📞(480) 565-8020

https://clfusa.com/estate-planning/estate-planning-tips-blended-families

#estateplanning #blendedfamilies #wills #trusts #estateplan

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05.15.25  - Citadel Law Firm -  6 Estate Planning Tips for Blended Families

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[NL Blog Post - JUNE] Is Probate Always Necessary? What Every Family Should Know | Scheduled 6/2/2025

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[NL Blog Post - JUNE] Is Probate Always Necessary? What Every Family Should Know | Scheduled 6/2/2025

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One of the most common questions we hear at Citadel Law Firm is, “Do we have to go through probate?” 🤔

The short answer is: not always. ✅

Probate is sometimes required, but in many cases, Arizona law offers ways to avoid it.

Knowing when probate applies can help families save time, money, and stress, and we break it all down in our latest blog.

🌐 https://clfusa.com/estate-planning/is-probate-always-necessary

#probate #arizonalaw #estateplanning #legalhelp #blog #arizonaattorney

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Is Probate Always Necessary? What Every Family Should Know

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Not every estate goes through probate. Find out what Arizona families need to know to plan ahead and possibly avoid the process.

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[Post - MAY] Wills, Trusts, & Probate: Affordable Legal Solutions for Arizona Families  | Scheduled 5/29/2025

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[Post - MAY] Wills, Trusts, & Probate: Affordable Legal Solutions for Arizona Families  | Scheduled 5/29/2025

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Planning for the future starts now. 📅

At Citadel Law Firm®, we focus in estate planning, wills, trusts, probate, and tax law in Arizona. Whether you are in Chandler, Phoenix, or beyond, we're here to help you protect your legacy. 🛡️

Affordable and experienced legal guidance, customized for you.

Contact us today for a consultation:

📞(480) 565-8020

🌐 https://clfusa.com/contact

#probate #estateplanning #arizonaattorney #trusts

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04.25.25 - Citadel Law Firm - Wills, Trusts, & Probate

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[Post - MAY]  A Plan That Grows With You | Scheduled 5/27/2025

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[Post - MAY]  A Plan That Grows With You | Scheduled 5/27/2025

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Life changes and your estate plan should too. A Revocable Living Trust gives you the flexibility to adjust as you go, while protecting your family down the line.

📌 Update it anytime
📌 Name people you trust to step in
📌 Choose how and when your heirs receive assets
📌 Add extra protections if needed

Just don’t forget, your trust needs to be funded to work. Let’s make sure it actually protects what matters. 🤝

📞(480) 565-8020

🌐 https://clfusa.com/practice-areas/revocable-living-trust

#revocabletrust #estateplan #estateplanningattorney #trustplanning

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04.25.25 - Citadel Law Firm - A Plan That Grows With You

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[Post - MAY] Client Review | Scheduled 5/22/2025

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[Post - MAY] Client Review | Scheduled 5/22/2025

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Thank you to our clients for sharing your kind words with us.

We are glad we could be here to help. Our team is always ready to listen, explain everything clearly, and support you through every step of the legal process. ⚖️

We truly appreciate your trust in us.

📞(480) 565-8020

🌐 https://clfusa.com

#clientfeedback #review #arizonalawyer #arizonalawfirm #legalcounsel

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04.24.25   - Citadel Law Firm - See What Our Clients 

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[Carousel Post - MAY 19] 5 Specific Steps for Handling a House in a Trust | Scheduled 5/19/2025

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[Carousel Post - MAY 19] 5 Specific Steps for Handling a House in a Trust | Scheduled 5/19/2025

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🏡Dealing with a home in a trust can feel like a big task.

Whether the house is being sold or kept in the family, the successor trustee has some important duties. 👨‍👩‍👧‍👦

Here are 5 steps on how to move through it with confidence:

📊 Determine the property’s value

🏡 Decide what to do with the house

💵 Sell the house (if needed)

➡️ Transfer to a beneficiary
💳 Handle mortgages and liens

💡 Trusts are powerful tools. When handled with care, they protect assets, preserve harmony, and honor the trustmaker’s wishes.

📞(480) 565-8020

🌐 https://clfusa.com/estate-planning/house-in-trust-after-death-arizona

#estateplanning #trustadministration #inheritance #familytrusts #legaltips

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04.25.25 - Citadel Law Firm - 5 Specific Steps for Handling a House in a Trust

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[Post - MAY] A Lasting Gift for Mom: Secure Her Legacy | Scheduled 5/15/2025

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[Post - MAY] A Lasting Gift for Mom: Secure Her Legacy | Scheduled 5/15/2025

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A thoughtfully prepared will or trust is something that lasts for generations. 🌳

This Mother’s Day, give her a gift that truly matters:

✔️ Confidence in the future
✔️ Family security
✔️ A legacy of love

Let’s honor the ones who have always put us first. 🌷

Reach out to learn how we can help you protect what matters most.

📞(480) 565-8020

🌐 https://clfusa.com

#trusts #mothersday #estateplanning

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04.24.25  - Citadel Law Firm -A Lasting Gift for Mom

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[Post - MAY] Meet Elizabeth A. Cole, our Probate Attorney.  | Scheduled 5/12/2025

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[Post - MAY] Meet Elizabeth A. Cole, our Probate Attorney.  | Scheduled 5/12/2025

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Meet Elizabeth A. Cole, our Probate Attorney.

Focusing in probate, contested estates, and guardianships, Elizabeth offers virtual consultations and court appearances via Zoom, saving you time and money. 💻💸

With years of experience, Elizabeth is here to handle your estate matters efficiently and affordably. ⚖️💰

We’re proud to have Elizabeth as part of our team, bringing her knowledge and dedication to every case. 💡

🌐 https://clfusa.com/elizabeth-cole

#arizonalawyer #ourteam #probate #legalprofession

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04.25.25 - Citadel Law Firm -  Meet our Estate Litigation Attorney

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[Post - MAY] The Role of the Successor Trustee After Death  | Scheduled 5/11/2025

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[Post - MAY] The Role of the Successor Trustee After Death  | Scheduled 5/11/2025

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When a trustmaker passes, the trust often becomes irrevocable. The successor trustee steps in to carry out the trust’s wishes, handling tasks like managing assets, paying bills, and filing taxes. 📑

Their main goal is to protect the trust and follow the trustmaker's instructions.

If you need guidance, contact us today. ⚖️

📞(480) 565-8020

🌐 https://clfusa.com/estate-planning/house-in-trust-after-death-arizona

#estateplanning #trusts #legacy #trustadministration

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04.24.25 -  Citadel Law Firm - The Role of the Successor Trustee After Death 

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[NL Blog Post - MAY] Do You Think You Need a Last Will and Testament? You DO NOT, Learn Why | Scheduled 5/7/2025

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[NL Blog Post - MAY] Do You Think You Need a Last Will and Testament? You DO NOT, Learn Why | Scheduled 5/7/2025

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Think a will is all you need?

A lot of people believe a simple will is enough to protect their family, but it can actually create more problems. A will doesn't help you avoid probate. In fact, it guarantees your estate will go through the court process, which can mean more time, more money, and more stress for your loved ones. 💸📉

Want to learn how to truly protect your family and keep things simple? Read our blog:💡

🌐 https://clfusa.com/wills-power-of-attorney/will/last-will-and-testament

#probate #estateplanning #arizona #lastwill #trusts #blog

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Do You Think You Need a Last Will and Testament? You DO NOT, Learn Why

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Think a Last Will is essential? Think again. Learn why many Arizona residents may not need one—and what to consider instead.

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[Blog Post - APRIL] The Importance of Estate Planning When Passing Down Landed Property (May 5) | Scheduled 5/5/2025

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[Blog Post - APRIL] The Importance of Estate Planning When Passing Down Landed Property (May 5) | Scheduled 5/5/2025

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Owning property is one of the most valuable assets you can have.🏡Whether it’s a home, land, or investment, real estate can be a long-term financial plan for you and future generations.💰

But without proper estate planning, passing property to your kids can lead to legal issues, taxes, or even loss of the property. ⚖️

📝This article explains why estate planning is key when passing real estate to your children.

https://clfusa.com/estate-planning-lawyer/the-importance-of-estate-planning-when-passing-down-landed-property

#estateplanning #realestate #propertyownership #financialplanning #legalmatters

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The Importance of Estate Planning When Passing Down Landed Property

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Ensure a smooth transfer of assets, avoid disputes & protect property. Learn the Importance of Estate Planning for your property’s future.

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[Blog Post - APRIL 17] Common Mistakes People Make When Leaving Properties to Their Children | Scheduled 4/30/2025

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[Blog Post - APRIL 17] Common Mistakes People Make When Leaving Properties to Their Children | Scheduled 4/30/2025

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Every parent wants to leave something meaningful, like a home, land, or savings. 🏡💰

But without the right plan, it can turn into legal messes and family drama. ⚖️

Think a will is enough? Not always. This article breaks down common mistakes and how to avoid them. 📖👇

Read more:

https://clfusa.com/estate-planning-lawyer/common-mistakes-people-make-when-leaving-properties-to-their-children

#inheritanceplanning #estateplanning #wills #estateplanningattorney #blog

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Common Mistakes People Make When Leaving Properties to Their Children

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Avoid mistakes when leaving property to your children plan ahead to prevent legal issues, tax burdens, and family disputes.

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[Ad Post - APRIL - Option 3] Is Your Will Reflecting Your Current Wishes?

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[Ad Post - APRIL - Option 3] Is Your Will Reflecting Your Current Wishes?

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Has your will kept up with your life changes? Marriage, divorce, or the birth of a child may require an update.

Let us help you align your will with your current wishes.✍️

Reach out today and make sure your estate plan is in order.

https://clfusa.com/free-consultation

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04.04.25  - Citadel Law Firm - Ad Time to update your plan!  (2)

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[Ad Post - APRIL - Option 2] Estate Planning: It’s Never Too Late to Start Planning for the Future

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[Ad Post - APRIL - Option 2] Estate Planning: It’s Never Too Late to Start Planning for the Future

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It's easy to delay estate planning, but it's never too late to start. 🕒

If you haven’t created or updated your plan, now is the perfect time. Life changes, and your plan should too, bringing peace of mind for you and your loved ones.

Let’s work together to create a plan that gives you confidence for the future. ✍️

👉 Contact us today to get started.

https://clfusa.com/free-consultation

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04.04.25 -  Citadel Law Firm - Ads Estate Planning It’s Never Too Late to Start Planning for the Future (1)

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[Ad Post - APRIL - Option 1] Is Your Estate Plan in Need of an Update?

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[Ad Post - APRIL - Option 1] Is Your Estate Plan in Need of an Update?

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Time to update that estate plan!

Just as technology advances, so should your estate plan. 📱 If your plan hasn’t been reviewed in recent years, it may no longer reflect your current needs and wishes.📜

Let us help you update your estate plan to make sure it aligns with your present goals and circumstances.

📅Book your consultation today:

https://clfusa.com/free-consultation

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04.04.25  - Citadel Law Firm - Ad Time to update your plan!  (3)

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[Post - APRIL] Who Handles Your Trust When You Can't?  | Scheduled 5/8/2025 **Only in LI**

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[Post - APRIL] Who Handles Your Trust When You Can't?  | Scheduled 5/8/2025 **Only in LI**

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When you’re incapacitated or pass away, your successor trustee steps in to manage your trust in Arizona. They make sure your assets are protected, debts are paid, and your wishes are followed. 📜

Their job? Distribute your assets, handle legal matters, and make sure your loved ones are taken care of. 👨‍⚖️

Have questions about choosing the right trustee or setting up your trust? Contact us today to get started.

https://clfusa.com/practice-areas/trust-administration

#trustadministration #estateplanning #arizonalaw #trusts #successortrustee #livingtrust

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03.24.25 - Citadel Law Firm - Who Handles Your Trust When You Can't

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[Reel Post - APRIL] Introducing Attorney Giancarlo "John" Ortega | Scheduled 5/1/2025 

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[Reel Post - APRIL] Introducing Attorney Giancarlo "John" Ortega | Scheduled 5/1/2025 

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We are glad to introduce Giancarlo "John" Ortega, Banking Lawyer at Citadel Law Firm. 💼

🏦 John has over 20 years of experience, including founding Houston Business Bank.

John’s a true leader, recognized as part of Houston Business Journal’s 40 Under 40 and awarded the Pillar of Fairness Award for his community impact. 🌍🏅

🏢 He now focuses on representing banks and businesses in commercial real estate, corporate governance, and more. 📊

Proud to have him on our team.

Learn more about him here:

https://clfusa.com/banking-lawyer

#bankinglawyer #financialservices #estateplanning #meettheteam

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03.24.25 - Citadel Law Firm -   Introducing Attorney Giancarlo 'John' Ortega

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[FAQ Post - APRIL] Does a Last Will and Testament Avoid Probate? | Scheduled 4/28/2025 

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[FAQ Post - APRIL] Does a Last Will and Testament Avoid Probate? | Scheduled 4/28/2025 

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Many people think a will avoids probate, but it doesn’t. 📜

A last will and testament tells the court your wishes, but it still goes through probate.

To possibly avoid it, you may need things like beneficiary deeds and updated account nominations. ✅

Not sure if your plan is solid? Contact us and we’ll help you figure out the best path forward.

📞(480) 565-8020

https://clfusa.com/practice-areas/last-will-and-testament

#estateplanning #will #lastwill #probate #livingtrust #estateattorney #trust #probatelawyer

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03.24.25  - Citadel Law Firm - FAQ Does a Last Will and Testament Avoid Probate

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[Post - APRIL] Client Review | Scheduled 4/24/2025

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[Post - APRIL] Client Review | Scheduled 4/24/2025

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We’re grateful for the kind words from our clients. 😊

At Citadel Law Firm, we take the time to walk our clients through every part of the Trust process, making sure they feel comfortable and at ease along the way. 💼

It’s all about providing clarity and peace of mind, one step at a time.

📞(480) 565-8020

🌐 https://clfusa.com

#clientfeedback #happyclients #arizonalawyer #clientreview #lawfirmreviews #legalteam

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03.24.25  - Citadel Law Firm - See What Our Clients 

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[Reel Post - APRIL 21]  How We Can Help | Scheduled 4/21/2025

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[Reel Post - APRIL 21]  How We Can Help | Scheduled 4/21/2025

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Planning for the future? We're here to make the process simple and stress-free. 💼✨

1️⃣ Estate Planning – Protect your legacy and make sure your wishes are met. 🏡

2️⃣ Revocable Living Trusts – Flexible and stress-free planning. 📜

3️⃣ Last Will & Testament – Make your wishes clear with a simple will. ✍️

4️⃣ Informal Probate in Arizona – Easier probate for small estates. ⚖️

We're here to support you through it all. Let’s plan for tomorrow, today.

📞(480) 565-8020

https://clfusa.com/contact

#estateplanning #willsandtrusts #probate #elderlaw #arizonaattorney #legalservices

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03.24.25 - Citadel Law Firm - How We Can Help (1)

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[Post - APRIL]  The Key to Avoiding Family Conflict: A Living Will | Scheduled 4/14/2025

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[Post - APRIL]  The Key to Avoiding Family Conflict: A Living Will | Scheduled 4/14/2025

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Make sure your loved ones know your wishes during a medical crisis.

👨‍👩‍👧‍👦 A living will makes sure your end-of-life choices are respected and takes the burden off your family.

Take control. Avoid conflict. We're here to help you create your living will. Reach out today.

📞(480) 565-8020

https://clfusa.com/practice-areas/living-will

#livingwill #estateplanning #estateplanninglawyer #arizonalawfirm

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03.24.25 - Citadel Law Firm - The Key to Avoiding Family Conflict A Living Will

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[Post - MARCH] When Does a Financial Power of Attorney Take Effect? | Scheduled 4/10/2025

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[Post - MARCH] When Does a Financial Power of Attorney Take Effect? | Scheduled 4/10/2025

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Who Handles Your Finances if You Can’t? 🤔💼

A Financial Power of Attorney (FPOA) lets you choose someone you trust to manage your finances if you’re ever unable to. 💰

🕒 You stay in control – Decide if it takes effect immediately or only in case of incapacity.

✍️ Customize it to fit your needs – This document gives serious authority, so it’s important to set clear limits.

✅ Review & update regularly – Keep track of who has access to your finances.

Need help setting up or updating your FPOA? Let’s talk. 💬

📞(480) 565-8020

https://clfusa.com/practice-areas/financial-power-of-attorney

#estateplanning #powerofattorney #legalcounsel #estateplan

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03.14.25 - Citadel Law Firm - When Does a Financial Power of Attorney Take Effect

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[Reel Post - MARCH] Meet Your Estate Planning Lawyer: David Gerszewski | Scheduled 4/7/2025

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[Reel Post - MARCH] Meet Your Estate Planning Lawyer: David Gerszewski | Scheduled 4/7/2025

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Meet Attorney David Gerszewski! 👋👨‍⚖️

At Citadel Law Firm®, we’re proud to have David Gerszewski leading the way in estate planning, asset protection, and probate. 💼✨

With a background in Wall Street finance, international business, and law, David brings a unique perspective to helping clients protect what matters most. Whether you’re planning for the future or navigating probate, he’s here to make the process smooth and stress-free.

Want to learn more about David’s approach? Visit our website today! 🔗

🌐 https://clfusa.com/davidgerszewski

#estateplanning #arizonalawfirm #assetprotection #probate #meettheteam

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03.23.35 - Citadel Law Firm - Meet Your Estate Planning Lawyer David Gerszewski

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[Carousel Post - MARCH] Estate Planning Isn’t Just for the Elderly: Here’s Why | Scheduled 4/3/2025

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[Carousel Post - MARCH] Estate Planning Isn’t Just for the Elderly: Here’s Why | Scheduled 4/3/2025

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Think estate planning is just for later in life? Think again! 🌟

Life can change in an instant. Having a plan in place ensures your loved ones and assets are protected, giving you peace of mind. 🏡💙

✅ Protect your family

✅ Plan for the unexpected

✅ Make decisions on your terms

It’s never too early to start. 👉 Swipe to see why estate planning is for everyone.

📞(480) 565-8020

https://clfusa.com/contact

#estateplanning #legaltips #financialplanning #peaceofmind #planningahead #estateplan #familyfirst #protectyourassets

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03.14.25 - Citadel Law Firm - Estate Planning Isn’t Just for the Elderly Here’s Why (2)

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[Post - MARCH] See Why Our Clients Trust Us | Scheduled 3/31/2025

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[Post - MARCH] See Why Our Clients Trust Us | Scheduled 3/31/2025

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At Citadel Law Firm, we know legal planning can feel overwhelming—but it doesn’t have to be. 🏛️💼

🗣️ Clear Guidance – We break things down in a way that actually makes sense.

🤝 Support You Can Trust – No confusing legal jargon, just real conversations.

✅ Confidence in Every Decision – So you can plan for the future without stress.

Your trust means everything to us. Have questions? Let’s chat. 📩

📞(480) 565-8020

🌐 https://clfusa.com

#clientfeedback #happyclients #trustedlawyers #clientcare #lawfirmreviews #clientfirst #legalteam

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03.13.25 - Citadel Law Firm - See What Our Clients 

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[Reel Post - MARCH] Citadel Law Firm: Smart Estate Planning for Peace of Mind | 3/26/2025

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[Reel Post - MARCH] Citadel Law Firm: Smart Estate Planning for Peace of Mind | 3/26/2025

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Planning for the future is one of the smartest decisions you can make. 🏡💼

At Citadel Law Firm, we help you protect your loved ones and assets with personalized legal solutions.

✨ Our Services:

🔹 Estate Planning

🔹 Wills & Trusts

🔹 Probate

🔑 Secure your legacy & gain peace of mind. Contact us today to get started.

📞(480) 565-8020

🌐 https://clfusa.com/legal-services

#estateplanning #willsandtrusts #probate #estateplanningAZ #estateplanninglawyer #estateplan

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03.13.25  Citadel Law Firm - Citadel Law Firm Smart Estate Planning for Peace of Mind (1)

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[Post - MARCH]  What Are the Main Benefits of Having a Trust? | Scheduled 3/24/2025

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[Post - MARCH]  What Are the Main Benefits of Having a Trust? | Scheduled 3/24/2025

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Is a Trust Right for You? Here’s Why It Might Be the Smart Choice

A trust isn’t just for the ultra-wealthy—it’s a powerful tool that helps protect your assets and ensure they’re distributed exactly how you want. Here’s what makes a trust a valuable estate planning strategy:

✅ Skip Probate: Avoid long court delays and ensure a smooth transfer of assets to your beneficiaries.

✅ Tax Advantages: Some trusts may offer potential tax savings for you and your heirs.

✅ Control Your Legacy: Decide when, how, and to whom your assets are distributed.

✅ Keep It Private: Unlike wills, trusts aren’t public record—your estate remains confidential.

👉 Planning for the future starts today. Contact us to learn how a trust can safeguard your legacy.

📞(480) 565-8020

https://clfusa.com/practice-areas/estate-planning

#estateplanning #trustbenefits #legacyprotection #arizonalawfirm #trustlawyer

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02.27.25 - Citadel Law Firm - What Are the Main Benefits of Having a Trust (1)

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[ FAQ Post - MARCH]  When Should You Consider a Living Will?  | Scheduled 3/17/2025

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[ FAQ Post - MARCH]  When Should You Consider a Living Will?  | Scheduled 3/17/2025

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Why a Living Will Matters

Life is unpredictable, but your healthcare decisions don’t have to be. A living will ensures your wishes are honored if you’re ever unable to communicate them. Here’s why it’s important:

✅ Your Decisions, Your Way – Clearly outline your healthcare preferences in case of a terminal condition or coma.

💔 Ease the Burden on Loved Ones – Spare your family from making tough medical decisions during an emotional time.

🛑 Stay in Control – Decide in advance whether you want life-sustaining treatments.

📑 Make It Part of Your Estate Plan – Keep your future secure and your wishes crystal clear.

Planning ahead isn’t just about assets—it’s about your voice, your choice. Make sure your wishes are known. 💙

📞(480) 565-8020

https://clfusa.com/practice-areas/living-will

#livingwill #estateplanning #healthcaredecisions #estateplanningAZ

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02.27.25 - Citadel Law Firm - FAQ When Should You Consider a Living Will (1)

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[Post - MARCH] What Is a Trust?  | Scheduñed 3/13/2025

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[Post - MARCH] What Is a Trust?  | Scheduñed 3/13/2025

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Protect Your Legacy & Secure Your Loved Ones’ Future 💰👨‍👩‍👧‍👦

A trust is more than just an estate planning tool—it’s a way to ensure your assets are protected, and your family is taken care of. Here’s how it helps:

🏛️ Skip Probate – Avoid delays and costly court proceedings.

🔐 Maintain Privacy – Keep your estate matters confidential.

✨ Give Your Family Peace of Mind – Ensure a smooth transfer of assets with clear instructions.

Don’t leave the future to chance—let’s create a plan that works for you. Contact us today. 📩

📞(480) 565-8020

https://clfusa.com/practice-areas/estate-planning

#estateplanning #trusts #willsandtrusts #trustlawyer

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02.27.25 - Citadel Law Firm - What is a Trust (1)

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[Post - SEPT] Transfer Your Home Without Probate

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[Post - SEPT] Transfer Your Home Without Probate

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Want to pass your home to loved ones without probate? 🏡✨

A Beneficiary Deed lets you name who inherits your home after you pass, no court required. 📄🖊️ Keep ownership while alive, and your beneficiaries claim it with just a death certificate and affidavit.

Contact us today to see if a beneficiary deed is right for you.

📞(480) 565-8020

https://clfusa.com/estate-plan-my-home

#estateplanning #beneficiarydeed #avoidprobate

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08.18.25 -  Citadel Law Firm - Transfer Your Home Without Probate 

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Want to make sure your assets are protected and your loved ones are taken care of? 💰👨‍👩‍👧‍👦 A trust helps you do just that.

🏛️ Avoid probate
🔐 Keep things private
✨ Give your family peace of mind

Let's set up a plan that works for you. Contact us today. 📩

📞(480) 565-8020

https://clfusa.com/practice-areas/estate-planning

#estateplanning #trusts #willsandtrusts #trustlawyer

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02.27.25 - Citadel Law Firm - What is a Trust

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[ FAQ Post - MARCH]  When Should You Consider a Living Will? 

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[ FAQ Post - MARCH]  When Should You Consider a Living Will? 

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Consider a living will if you want to:

✅ Make sure your healthcare wishes are followed if you're ever in a terminal condition or coma.
💔 Avoid leaving tough decisions to your family during an emotional time.
🛑 Be in control of your care, including whether or not you want life-sustaining treatments.
📑 Include it in your estate plan so your wishes are clear.

It’s never too early to have your wishes in place. Make sure you're heard when it matters most. 💫

📞(480) 565-8020

https://clfusa.com/practice-areas/living-will

#livingwill #estateplanning #healthcaredecisions #estateplanningAZ

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02.27.25 - Citadel Law Firm - FAQ When Should You Consider a Living Will

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[Post - MARCH]  What Are the Main Benefits of Having a Trust?

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[Post - MARCH]  What Are the Main Benefits of Having a Trust?

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Is a Trust Right for You? Here’s Why It Might Be the Smart Choice

A trust isn’t just for the ultra-wealthy—it’s a powerful tool that helps protect your assets and ensure they’re distributed exactly how you want. Here’s what makes a trust a valuable estate planning strategy:

✅ Skip Probate: Avoid long court delays and ensure a smooth transfer of assets to your beneficiaries.

✅ Tax Advantages: A trust may offer potential tax savings for you and your heirs.

✅ Control Your Legacy: Decide when, how, and to whom your assets are distributed.

✅ Keep It Private: Unlike wills, trusts aren’t public record—your estate remains confidential.

👉 Planning for the future starts today. Contact us to learn how a trust can safeguard your legacy.

📞(480) 565-8020

https://clfusa.com/practice-areas/estate-planning

#estateplanning #trustbenefits #legacyprotection #arizonalawfirm #trustlawyer

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02.27.25 - Citadel Law Firm - What Are the Main Benefits of Having a Trust

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[NL Blog Post - SEPT] How Often Should You Update Your Will? Key Signs to Watch

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[NL Blog Post - SEPT] How Often Should You Update Your Will? Key Signs to Watch

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At Citadel Law Firm, we believe peace of mind comes from being prepared. 📝

A clear will protects the people and things you care about and guarantees your wishes are known and followed.

Unsure if your will is up to date? Our blog can help you determine if it's time for a review. 👇🏻

https://clfusa.com/estate-planning/updating-will

#estateplanning #blog #estateplan #legal

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08.11.25  - Citadel Law Firm - Blog How Often Should You Update Your Will Key Signs to Watch

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[Post - SEPT] Is Your Arizona Will Valid?

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[Post - SEPT] Is Your Arizona Will Valid?

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Want to make sure your Arizona Will is legally valid?

Here’s what you need:

Be an adult (18+) with testamentary capacity 🧠

Know your assets and who should inherit them 💰

Have the intent to sign a final Last Will and Testament ✍️

Put your Will in writing and sign it 📄

Have two witnesses sign in your presence

This helps your will reflect your wishes and keeps your family out of legal hassles. Contact us.

📞(480) 565-8020

https://clfusa.com/will-valid-in-arizona

#arizonalaw #estateplanning #lastwill #willsandtrusts #protectyourassets

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08.18.25 - Citadel Law Firm - Is Your Arizona Will Valid

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[Reel Post - SEPT] 5 Steps to Update Your Estate Plan After a Divorce

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[Reel Post - SEPT] 5 Steps to Update Your Estate Plan After a Divorce

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Starting a new chapter means making sure your estate plan is in sync with your life today. 🌿

It’s not about the past, it’s about protecting your future and the people you love most. ❤️

Here are 5 simple updates to get you there.

👉 Ready to take the next step? Let’s review your plan together.

📞(480) 565-8020

https://clfusa.com/updating-your-estate-plan-after-a-divorce-a-lawyers-guide

#estateplanning #divorceplanning #willsandtrusts #estateplan

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We are grateful to have helped a client create a trust to protect his disabled son’s future.

At Citadel Law Firm, we make sure you feel comfortable every step of the way.

Ready to protect your loved ones too? Contact us.

📞(480) 565-8020

🌐 https://clfusa.com

#clientfeedback #review #arizonalawyer #arizonalawfirm #legalhelp

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08.18.25  - Citadel Law Firm - See What Our Clients 

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[Blog Post - SEPT] Dynasty Trusts: Long-Term Legacy Planning with a Trust Attorney

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[Blog Post - SEPT] Dynasty Trusts: Long-Term Legacy Planning with a Trust Attorney

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Most people think estate planning is just about passing assets to their kids but what if you could build a legacy for generations to come? 👨‍👩‍👧

That’s what dynasty trusts are all about. And no, they’re not just for billionaires, families of all sizes can benefit. 💡

👉 Discover how a dynasty trust could protect your family’s future, read our blog.

https://clfusa.com/dynasty-trusts-long-term-legacy-planning-with-a-trust-attorney

#estateplanning #dynastytrust #familywealth #trusts

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08.18.25 - Citadel Law Firm - Blog Dynasty Trusts Long-Term Legacy Planning with a Trust Attorney

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[FAQ Post - SEPT] How Soon After a Divorce Should I Update My Estate Plan?

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[FAQ Post - SEPT] How Soon After a Divorce Should I Update My Estate Plan?

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Just divorced? 💔 Don’t wait to update your estate plan. 📑

As soon as your divorce is finalized (or even during the process), it’s smart to revisit your documents. ✍️ If your ex is still listed in major roles, it’s time to make changes. ✅

📞(480) 565-8020

https://clfusa.com/updating-your-estate-plan-after-a-divorce-a-lawyers-guide

#estateplanning #divorceplanning #estateplan

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Blended families can be tricky. Even the best estate plan can run into trouble without a trustee who knows how to handle family dynamics fairly. ⚖️

Sometimes a professional trustee is the best way to keep peace and make sure your wishes are followed.

Let’s help you choose the right one.

📞(480) 565-8020

https://clfusa.com/estate-planning-tips-blended-families

#estateplanning #blendedfamily #trustee