safeguard your heritage

Our Services

Our Affordable Estate Planning Solutions & Services

Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets. RJP Estate Planning works with experienced estate planning counsel to design individualized plans that meet each family’s unique needs and properly provide for the legacy that each client desires. We provide services in the areas of estate planning, planning with wills and trusts, probate & estate administration, medicaid & long-term care planning, income planning, wealth accumulation, legacy planning, and estate planning.

RJP Estate Planning | An older couple holding hands in a park.

Retirement Planning

By carefully planning and allocating these resources, individuals can secure their financial stability, cover essential expenses, and potentially achieve a comfortable lifestyle throughout their lives.

RJP Estate Planning | Chess pieces on a chess board.

Wealth Preservation

The goal of wealth preservation is to create a substantial financial foundation that can support personal goals, provide security, and potentially generate passive income for the future.

RJP Estate Planning | A family standing in front of a house.

Living Trust

With a living trust, you retain control of your estate before and after your death, and you can make changes to your instructions along the way.

RJP Estate Planning | A group of older people sitting at a table with a laptop.

Probate & Estate Administration

Provide a structured framework to ensure your assets are distributed according to your wishes, minimizing potential conflicts among beneficiaries and reducing the burden on your loved ones during an already difficult time.

RJP Estate Planning | A family is laughing while sitting on the couch.

Legacy Planning

By outlining your desires for wealth transfer, philanthropy, and passing down family traditions, you can create a meaningful and lasting legacy that reflects your values and positively influences future generations.

RJP Estate Planning | An older couple sitting on a couch looking at paperwork.

Medicaid & Long-Term Care Planning

Creating strategies to manage and protect assets while ensuring eligibility for the program’s long-term care services, such as nursing home care or home-based care, as people age or face medical challenges.

RJP Estate Planning | The number one in a green circle representing Estate Planning.

Step One

We will conduct a comprehensive consultation, where we actively listen to individual financial goals and aspirations, to tailor a customized plan for our clients.

RJP Estate Planning | A Living Trust document with Estate Planning strategies.

Step Two

We demonstrate disciplined planning strategies by meticulously analyzing clients' financial profiles, setting clear goals, and adhering to a well-defined budgeting process.

RJP Estate Planning | Estate Planning with the number three in a circle on a green background.

Step Three

We will regularly review client portfolios to assess the effectiveness of strategies and make timely adjustments as needed, ensuring clients remain on track to achieve their financial goals.

RJP Estate Planning | A blue logo featuring a mountain and skis for an Estate Planning company or Living Trust organization.

Want to start planning a future with us?

RJP Estate Planning | Saguaro cactus in the desert at sunset showcasing the essence of nature's beauty.

Comprehensive estate planning tailored to your needs.

We're here to guide you.

We are dedicated to helping you pass your assets to your beneficiaries in a simple and affordable way. RJP Estate Planning works with experienced estate planning counsel to design individualized plans that meet each family's unique needs and properly override for the legacy that each client desires.

GET STARTED TODAY

Are you ready to take the next step towards your financial future?