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M.Kaplan & Associates, LTD

(602) 626-3722
Address: 2930 N 7 St, Phoenix, AZ 85014
Wealth strategies planning for families and individuals.


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BUSINESS OVERVIEW
 
Wills, Estate Planning, Asset Protection, Trusts and Probate
 

Description

The Law Office of M. Kaplan and Associates is devoted to providing clients with high quality, personalized estate planning and elder law services in a caring, professional manner.

We are known for our dedication and sensitivity to the needs of all clients and their families.

Our primary focus is meeting each client's needs and goals through the design of custom-tailored estate plans. Our mission is to provide peace of mind to you and your loved ones through estate planning. We strive to earn your trust and confidence by offering you personal counseling and unique estate planning strategies. Our focus is helping people who worry about losing their assets or who want to get their assets to their loved ones quickly and easily.

Building a long-term relationship with you enables us to meet your needs, exceed your expectations and to create an estate plan that works when you most need it.

What's unique about our firm is our education process which helps you eliminate worry, sort facts from fiction and determine the best approach to protect yourself and your loved ones through estate planning.

Mr. Kaplan has had over 40 years experience in estate planning and asset protection, probate, elder law, Medicaid planning, trust, business and corporate law, real estate, family limited partnerships, limited liability companies and taxation.

He is licensed to practice law in the State of Arizona and Illinois, as well as the United States Supreme Court, United States Tax Court and other federal courts. He was Chairman and a member of the Arizona Board of Tax Appeals – Income and Sales Tax Division, from 1976 to 1988. Martindale - Hubbell has given Mr. Kaplan an AV Rating, which is the highest rating.

He has been a speaker at numerous seminars for attorneys, accountants and the general public. He is known for his ability to simplify complex estate planning strategies and help his clients to take advantage of sophisticated tax savings and estate planning techniques.

The staff at M. Kaplan and Associates is experienced and prepared to assist you with your Medicaid and asset protection planning needs. They look forward to working with you and your family.

Our office in Phoenix, Arizona is conveniently located.
 

General Practice Lawyers

Experience
  • Personal

Accountants

Type
  • CPAs

  • Accounting Practitioners

Specialty
  • Personal

Wills and Estates Lawyers

Key Topics
  • Wills

  • Probate

  • Trusts

  • Estates

Credentials
  • JD Degree

  • American Bar Association

  • State Bar Association

  • State Bar Certified

Business and Corporation Lawyers

Credentials
  • State Bar Association

Elder Law Lawyers

Key Topics
  • Social Security

  • Medicare and Medicaid

  • Estate Planning

  • Trusts

  • Guardianship and Conservatorship

  • Nursing Home Neglect

  • ERISA

Credentials
  • JD Degree

  • American Bar Association

  • State Bar Association

  • State Bar Certified

General

Convenience
  • Onsite Service

  • Online

  • By Phone

Assurances
  • Licensed

  • Certified

  • Registered

  • References Available

Payment Options
  • Cash

  • Personal Checks

  • Debit Cards

Services
  • ASSET PRESERVATION

  • BUSINESS SUCCESSION

  • COMPLEX LEGAL MATTERS

  • CONSULTATION

  • CRISIS MEDICAID PLANNING

  • ESTATE PLANNING

  • LONG-TERM CARE PLANNING

  • MEDICAID

  • MEDICAID QUALIFICATION

  • SPECIAL LEGAL MATTERS

  • SPECIAL NEEDS & DISABILITY PLANNING

  • TAX PLANNING

  • WORKSHOPS

Hours

Monday9:00 a.m. - 5:00 p.m.
Tuesday9:00 a.m. - 5:00 p.m.
Wednesday9:00 a.m. - 5:00 p.m.
Thursday9:00 a.m. - 5:00 p.m.
Friday9:00 a.m. - 5:00 p.m.
Saturdayclosed
Sundayclosed
By Appointment
 

Service Area

Serving: Phoenix AZ, Phoenix AZ (Metro)
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    This Business Can Be Found In

    AZ > Phoenix > Accountants: CPAs, Accounting Practitioners, Personal
    AZ > Phoenix > Wills and Estates Lawyers: Wills, Probate, Trusts, Estates, JD Degree, ...
    AZ > Phoenix > General Practice Lawyers: Personal
    AZ > Phoenix > Finance Lawyers
    AZ > Phoenix > Business and Corporation Lawyers: State Bar Association
    AZ > Phoenix > Elder Law Lawyers: Social Security, Medicare and Medicaid, Estate Planning, Trusts, ...
     
    The information, assurances and other representations on this page (collectively the "information") have been provided by the advertiser and have not been verified by Dex. The advertiser is solely responsible for the accuracy and truthfulness of all such information including without limitation information provided concerning any certifications, specialties, licenses or the like and any warranties, pricing and/or discounts. You should contact the advertiser to verify the information contained in this advertisement before relying on it. Dex expressly disclaims any and all liability in connection with the information contained in this advertisement and any use thereof or reliance thereon.

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    M.Kaplan & Associates, LTD
    2930 N 7 St
    Phoenix, AZ 85014
    (602) 626-3722
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