Peoria Estate Planning Lawyer

Brian G. Winter

Peoria Estate Planning Attorney

Attorney at Law Magazine’s Peoria Estate Planning Local Legal Authority.

Brian G. Winter

Peoria Estate Planning Attorney

Peoria Estate Planning Lawyer

Attorney at Law Magazine’s Peoria Estate Planning Local Legal Authority.

About
Brian G. Winter

Estate planning attorney Brian G. Winter is a partner at Stewart Law Group. He has over 20 years' experience practicing estate planning, probate law, divorce and family law.

Winter particularly appreciates the productive yet non-adversarial aspects of his estate planning practice. He believes everyone should have a say in the disposition of their personal property and assets, as well as in determining who will raise their children should they predecease them or become incapacitated. Helping people create an orderly, efficient plan to transfer their assets gives them the peace they need. They know their wishes will be honored when they pass.

When the need arises, Winter has met many sick clients at their homes or at the hospital to assist in completing their estate plans. Although there are some logistical difficulties to executing an estate plan in the hospital, it can be done.

Winter has a BA in Government and Politics from St. John’s University, Queens, NY (1990). His JD is from St. John’s University School of Law (1993). In 1994, Winter was admitted to practice law in New York (registered), Florida (inactive), and Connecticut (active) where he is also admitted to the US District Court, District of Connecticut.

In 2014, Winter became a member of the State Bar of Arizona. Also a member of the Scottsdale Bar Association and Maricopa County Bar Association, he served on the MCBA Board of Directors in 2016.

Rated 10-of-10 by Avvo, Inc., Winter also received Avvo's Clients' Choice Award (2016) and 5 Star Clients' Choice Award (2017). A few of his many recognitions include:

  • 10 Best Estate Planning Attorney (American Institute of Legal Counsel – 2020, 2018, 2017)
  • Top 10 Estate Planning Attorney (Attorney and Practice Magazine - 2019)
  • Lawyers of Distinction (2017)

Attorney's Latest Articles

Why Consult With A Peoria Estate Planning Attorney?

Estate planning in Peoria can be a challenging process. It’s a necessary step if you prefer to control your assets and determine how they’re distributed in your absence. If you’ve ever scrambled to help your aging parents get their financial affairs in order, you understand what can happen if you delay the inevitable.

You struggle to locate and gather relevant financial documents. If your parents have memory issues, you worry that you might be missing something important. You encounter added stress when you feel pressured by a real or imagined deadline. That’s why it’s a prudent idea to contact a Peoria financial planning attorney before the timing becomes crucial.

Some families delay estate planning because of the personal and emotional challenges. The process forces you to deal with family issues, financial concerns, and end-of-life matters you might not want to think about. When you have substantial assets or a complicated family structure, planning efforts require time, energy and critical decision-making. Financial planning attorneys in Peoria understand the difficulties. They use their training, knowledge, and expertise to make the estate planning process as simple as possible.

Preserving Your Estate in Peoria

Your Peoria estate planning lawyer can implement safeguards to reduce the estate taxes that can consume your savings and assets. Attorneys use a variety of financial instruments and procedures to accomplish this goal.

  • Charitable trusts and donations
  • Marital asset transfers
  • Lifetime gifts to relatives
  • Irrevocable trusts
  • Life insurance trusts
  • Life insurance
  • Annuities

Wills and Trusts 

Wills are traditional estate planning tools that ensure your assets are distributed according to your preferences. Peoria Estate planning attorneys work with you to document your wishes. They formalize them using the estate planning instruments, guidelines, and procedures compatible with Arizona’s laws.

  • A will is a formal record of your instructions for distributing your assets after your death. For young families, they can designate a hierarchy of childcare if both parents die. They simplify the asset distribution process and allow your beneficiaries to avoid most probate court procedures. As wills are public records in many jurisdictions, they’re not private.
  • Living trusts appoint a trustee to control your assets if you become incapable of doing it yourself. It’s similar to a will in that it provides inheritance instructions for asset distribution after your death. Trusts aren’t publicly available records, so you keep your financial information private.

Health Directives

When you’re young or even middle-aged, you might not think about yourself when you consider end-of-life issues. No matter how old you are, it’s important to document your treatment requirements so you can avoid extreme treatment measures you don’t want. Catastrophic accidents, serious illnesses, and end-of-life issues occur at all ages. If you have strong concerns about life support, resuscitation, or other medical procedures, an estate planning attorney in Peoria can formalize your wishes.

  • Advanced directives, living wills, and instruction directives help you designate the treatment you want or prefer not to have should you become unable to speak on your own behalf. Your estate planning attorney prepares a carefully worded document explaining your preferences for and against extreme treatment measures, resuscitation, and other medical procedures.
  • Health care power of attorneys and health care proxies grant formal healthcare decision-making control to the person you designate. The person holding your power of attorney receives instructions detailing your wishes. They make treatment decisions on your behalf when you are unable to speak up for yourself.

Contact a Peoria Financial Planning Attorney

When you spend a lifetime building assets to pass on to your family, financial planning is the next important step. Whatever your age, marital status, parental status, or financial situation, a Peoria financial planning attorney can work out a personalized strategy that accomplishes your financial preferences.

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Appointment

Reach out today to schedule an appointment to discuss your legal needs and their availability to handle your matter.

How We Select A
Local Legal Authority

Contributor to Magazine

The attorney must contribute valuable articles about their practice area to share with our readers in the Legal Advice section.

Maintain a 4+ Consumer Rating

The attorney must maintain a Google review rating of 4 or more stars.

Practice Law for 5+ Years

The attorney must have been licensed to practice law for at least five years and must have maintained an active practice.

What clients in Peoria are saying about
Brian G. Winter

Stewart Law Group
4.5
Based on 22 reviews
I was referred to Melissa Kleminski-Bower by a dear friend and have had to retain her twice for child custody/parenting time. She's a very experienced attorney with impressive skills and knowledge taking both of my cases to victory. She's very quick to respond, detailed and her advice is always solid even if it's hard to hear. She's able to explain guidance in ways a non-expert can understand. My case was very complicated with massive amounts of evidence presented and she helped me the whole way and nailed it all in Trial. She even got me awarded attorney fees. I'm forever grateful for her work and know she's there if I should ever need her again. If you need a fighter in family law Melissa is your gal 100%!
Danelle Chapman
Danelle Chapman
16:26 12 Mar 21
No bs, tell it like it is, Lawyer...
Davy Anderson
Davy Anderson
21:17 01 Jul 20
We were given a complimentary review of our case and even were given free advice. The cost to hire the attorneys was unfortunately more than we could afford at the moment but without a doubt they will be my first call if and when we have to obtain a lawyer.
Charles Deschenes
Charles Deschenes
22:59 03 Sep 19
Melissa was great to work with. Either Melissa or her paralegal kept in contact with me making communication quick and easy. All documentation is performed electronically so I received all correspondence from Melissa, the courts, and opposing counsel in a timely manner, not waiting for it to arrive in the mail. I am very satisfied with the service provided by Melissa, her paralegal, the client coordinators, and the entire office staff.
Scott “Clips”
Scott “Clips”
18:26 25 Jan 19
If you are in need of a Family Attorney who is kind, knowledgeable, but tough as well then you need look no further. I don't know what I would have done without Melissa Bower and her team. She explains the process simply and always gives you the truth. I would recommend her highly to anyone .
cassie Larson
cassie Larson
19:43 29 Nov 18
Though when you seek an attorney it is not for a pleasant situation, Melissa Bower made the process smooth. Melissa and her staff were there for me every step of the way to finalization and in the most informative and professional manner.Her suggestions and guidence provided clarity in the decisions I needed to make per my issue. Though the situation was painful, Melissa made the process painless. I highly recommend Melissa and Stewart Law Group! Definitely 5 Stars
Jim Lynch (Runner Jim Lynch)
Jim Lynch (Runner Jim Lynch)
20:48 28 Sep 18

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Peoria Estate Planning Lawyer

Brian G. Winter

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