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Attorney at Law Magazine introduces Becky Cholewka as your

Phoenix Estate Planning Attorney

Becky Cholewka

Becky Cholewka

Cholewka Law

Becky Cholewka founded Cholewka Law in 2010 in downtown historic Gilbert, Arizona. She realized the importance of estate planning when her dad died when she was only 19. Through the years she has seen the benefits of great planning, and the nightmare of poor planning. She is passionate about being an advocate—and a voice—for clients and their families.

Cholewka was selected as a featured author for “The Family Estate Planning and Elder Law Guide.” She was chosen to participate in this national research project for her accomplished career in the field of estate planning. She is the WealthCounsel Arizona Forum Facilitator where she is responsible for the mentoring and continuing education of estate planning attorneys in Arizona. In July she was selected from WealthCounsel’s 4,000 attorney members for its “Award for Collaboration.” This award is for sharing her expertise, solutions, resources and time with fellow members. Earlier in 2019 she was recognized for “Excellence in Estate Planning Law” by Lawyers of Distinction.

Cholewkais actively involved in her local community. She serves as an elected Board Member for the Power Ranch Homeowner’s Association, is a member of the Mariposa Point Assisted Living Advisory Board and is the former President of the Small Business Alliance. She is also an active member and volunteer at Rock Point Church.

Cholewka and her husband Rick have been married more than 25 years and have lived in California, Ohio, and have called Arizona “home” since 2003. She has a 11-year-old son named Will. Becky enjoys domestic and international travel, gourmet dining, action movies, reading mystery and history books, and watching all types of sports.

(480) 470-7479

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Cholewka Law PLLC
5.0
Based on 11 reviews
Very thorough documents covering every (likely) circumstance usually encountered by families. Very professional during office meetings and in final product. Becky was very willing to answers questions via e-mail during process . Multiple uses of referrent titles and their roles and responsibilities were confusing. Best to review each and every page several times for accuracy in producing final product. A fair price for all that you get...including piece of mind.
Bob Rosemier
Bob Rosemier
17:16 28 Sep 19
My husband and I had a great experience. They were very thorough and reviewed every detail of the Will planning process. Every question we had was answered and we finished knowing one of our goals was finally accomplished.
Sandra Makrias
Sandra Makrias
22:18 23 Sep 19
Wonderful experience. Knowledgeable and responsive!to all our questions and concerns. Overall, it was a pleasant experience!
Ramilaben Patel
Ramilaben Patel
01:03 16 Aug 19
We went to Chowleka Law to create our trust and get all the necessary legal documents needed nowadays. They did an excellent job, covering all aspects and making sure we did all we needed to do to have and maintain an effective trust. We highly recommend Cholewka law!
Karen Timian
Karen Timian
15:11 14 Aug 19
Cholewka Law has gone above and beyond from day one. Rarely do you see a team so focused on doing what’s best for the client vs their ability to make money. They have been community first since they opened and are always wanting to educate. Very easy to talk to and know you are getting an honest assessment with anything that comes up. Highly recommend.
Ty Schraufnagel
Ty Schraufnagel
22:50 05 Aug 19

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Why Consult with a Phoenix Estate Planning Attorney?

Estate planning in Phoenix 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 Phoenix 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 Phoenix understand the difficulties. They use their training, knowledge, and expertise to make the estate planning process as simple as possible.

Preserving Your Estate in Phoenix

Your Phoenix 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. Phoenix 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 Phoenix 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 Phoenix 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 Phoenix financial planning attorney can work out a personalized strategy that accomplishes your financial preferences.

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