Sarah Clifford recently joined the AZ BIG Podcast with Michael & Amy to discuss the essentials of estate planning, including what documents everyone should have, when to update a plan, and how families can avoid common scams and costly mistakes when preparing for the future.
Click here to listen to Sarah’s podcast.
Drawing from years of experience, Sarah shares practical guidance on building a thoughtful estate plan, explains how tools like powers of attorney, wills, and trusts work together, and offers important insight into common scams—warning listeners about social media “gurus” selling one-size-fits-all products, fear-based claims about probate and taxes, low-cost trust mills that rely on generic documents, and unlicensed or disbarred individuals posing as legal professionals. She also outlines simple steps people can take to verify credentials and protect themselves before trusting someone with such sensitive planning decisions.
G&K’s estates & trusts team provides comprehensive guidance in all aspects of estate planning, administration, and wealth preservation. We help clients navigate complex legal and tax issues through personalized strategies that reflect their financial goals, family dynamics, and long-term vision. Our services include estate and gift tax planning, drafting of wills and trusts, trust administration and litigation, business succession planning, and prenuptial agreements. By collaborating with attorneys across related practice areas—such as tax, corporate law, and real estate—we deliver integrated, multidisciplinary solutions tailored to each client’s unique needs.
About our attorney
Sarah Clifford is a shareholder at Gallagher & Kennedy, advising individuals, families, and business owners with their estate planning to help manage and preserve wealth and assets. Her experience includes probate and trust administration, including representation of high-net-worth clients with complex trusts and estates.