Please join us for an evening at the Reid Park Zoo!

This event is open to all of our clients and their guests as a special thank you for being part of the Kinghorn Law family.

Reid Park Zoo
3400 E. Zoo Ct.
Tucson, AZ 85716 (Click here for directions)

Dinner will be served.

Saturday, April 11, 2020
4:30pm to 7:30pm

Contact Erica Moses at (520) 529-4000 or erica@heritagelawaz.com for more information.

We look forward to seeing you!

In this day and age it is very rewarding and comforting to make a major decision for the long-term security of your family. Over 14 years ago we decided upon the Kinghorn Heritage Family to create our family trust. Through the years it became very evident that this decision was a major and necessary step for a secure future in an ever-changing legal climate. The Kinghorn Family has been a close friend that has always been there to serve our family.

Gary and Velma T. Client Review September 8, 2020

We appreciate the programs presented that keep us informed and updated in today’s internet and financial world. It is a comfort to know that you are only a phone call away if questions arise.

Robert and JoAnn H. Client Review September 8, 2020

We enjoyed meeting all the behind-the-scenes people on your team and want to thank you for the peace of mind you’ve given us and our children.

M.D. Client Reveiw September 8, 2020

What an amazing law firm, where the people I refer to them are handled as good friends, family, and confidantes.

Eileen E. Client Review September 8, 2020

Thank you Allison and Kinghorn Law family for everything you have done to make our end-of-life decisions a reality and stress free. When we think of Kinghorn: trust, peace of mind, professional. Outstanding Law Firm!

Ken and Cheryl V. Client Review September 8, 2020

Very satisfied with your company and staff.

Robert and Britt O. Client Review September 8, 2020

Retirement Plans and Estate Planning
At first glance, the concept of Individual Retirement Accounts (IRA), 401(k)'s and other retirement plans seems simple enough: A structured way to save for your golden years while deferring taxes on your growing nest egg. Unfortunately, that simple idea becomes one of the most complex areas of estate planning once IRS rules are applied.
Maximizing the Value of Your Retirement Assets
To ensure you are protected, an estate planning attorney must consider tax reduction techniques as they apply to your individual situation, and interpret complicated income tax rules and IRS regulations. Fortunately, our estate planning attorneys immerse themselves daily in the questions and concerns that IRA investors face in planning their estates.
6 Steps to Begin Planning
As you take steps to organize your affairs, decisions must be made concerning which family members are intended to benefit from the estate plan, which include your IRA and other retirement assets. Each choice you make may have important tax consequences. Consider these steps as you start to plan:

Survey your assets: Such as investments, savings, retirement plans, real estate, life insurance, annuities, businesses, other personal assets, etc.

List key contacts/relationships: Such as estate planning attorney, financial advisor and CPA to use for yourself and your family

Organize important papers: Will, Trust, deeds, beneficiary designations, life insurance policies and account statements

Estimate what you'll need: To ensure financial security during your lifetime

Define your goals: Such as providing for your spouse, children, grandchildren, charitable donations, etc.

Get professional guidance: From an estate planning attorney, financial advisor and CPA

Chandler V. Client Review September 8, 2020

Estate Planning attorneys are sometimes criticized for offering needlessly complex, 'canned' solutions. This never has been the case with Kevin. The documents he created were comprehensive when appropriate and surprisingly simple when suitable. In every case, they were individually crafted to meet our unique needs.

Rich D. Client Review September 8, 2020

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This event is open to all of our clients and their guests as a special thank you for being part of the Kinghorn Law family.

Reid Park Zoo 3400 E. Zoo Ct. Tucson, AZ 85716 (Click here for directions)

Saturday, April 11, 2020 4:30pm to 7:30pm

Contact Erica Moses at (520) 529-4000 or erica@heritagelawaz.com for more information.

We look forward to seeing you!

Retirement Plans and Estate Planning

Maximizing the Value of Your Retirement Assets

6 Steps to Begin Planning

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Reid Park Zoo
3400 E. Zoo Ct.
Tucson, AZ 85716 (Click here for directions)

Saturday, April 11, 2020
4:30pm to 7:30pm