“Jake A. Carlson is the founder of LifePlan Legal AZ, PLLC. He obtained his Juris Doctor from California Western School of Law. He is a licensed member of the State Bar of Arizona. Jake started LifePlan Legal with the goal of helping 10,000 Arizona families pass their values and valuables to the next generation through values-based estate planning, long-term care planning, clarifying the probate process, and supporting their veterans. He takes a comprehensive approach to estate planning in Arizona by concentrating on celebrating your life. Jake has personally presented to over 200 groups in 27 states on estate planning and protecting your legacy. Working with hundreds of families on tax estate strategies, Jake developed the values-based estate planning strategy used by LifePlan Legal today. Jake authorises over 100 leadership articles on influence, legacy, family vision, and the values-based estate planning process. Schedule a free strategy session at LifePlan Legal.”
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