Estate Planning & Retirement Planning | Four Peaks Planning

About Four Peaks Planning, Inc

Four Peaks Planning, Inc. is a Phoenix-based estate planning firm specializing in revocable living trusts. Specifically, we aim to help families under the federal estate tax limit ($3.5M for single people, $7M for married couples in 2009) prepare documents to ensure families aren't consumed with problems that arise without documents and a plan in place.

Four Peaks Planning, Inc. started in 2003 when owner, Jamie Kahn, used his experiences with one of Arizona's larger estate planning firms to improve the estate planning process for the typical Arizona family. He wanted specific improvements to the process before and after documents are created and signed. Here's how:

Access to information before meeting an estate planner.
We like our clients to feeling prepared with questions when meeting an estate planner. We use this website to make it possible, presenting topics in a simple manner relevant to many Arizona families.
Affordability, quality and convenience.
Without advertising aside from this website (whose rank comes organically), our expenses are low. Rather than raise our prices, we prefer to keep your estate a little bigger.
The attorneys' primary areas of practice is estate planning to ensure quality legal documents are produced. To help clients find time to plan we offer both in-home consultations and office appointments.
Trust follow-up.
Clients must put existing and new assets into the trust after their documents are signed.
Our documents transfer current Arizona real estate and personal items without titles, but titled assets such as bank accounts and vehicles require clients to visit banks, etc. We cannot legally do this for you.
We provide easy-to-follow trust funding instructions and check on our clients periodicaly to encourage they keep their trust up to date and address any loose ends or changes.

Estate Planners

Jeremy Kahn (Jamie)
Estate Planner / Owner
(480) 229-6220

Mr. Kahn grew up in Wisconsin and is the son of a family law attorney/mediator and a college teacher. He received a BS in Chemistry from the University of Wisconsin - Madison. The degree's math and logic translates well to estate planning with its focus on contingencies and probabilities. Shortly after moving to Arizona he joined the estate planning firm National Future Benefits, Inc. in Scottsdale. After several years he began his own firm in 2003.

In his free time, Mr. Kahn is a volunteer youth soccer coach with Young Champions of America and previously coached youth basketball at the YMCA. In 2005, he started a volunteer small business marketing and brainstorming group, AzEPS, to help new businesses grow in the Phoenix area.

Four Peaks Planning, Inc.'s primary attorney is Thomas Leavell, JD, of Leavell & Riviera, PLC.

Thomas H. Leavell, JD
Estate Planning Attorney
(480) 948-7114

Mr. Leavell earned his Bachelor of Arts degree in History and Economics from the University of Florida, where he was a Florida Undergraduate Scholar. After working for the Palm Beach County Defenders Office as a felony criminal investigator for two years, he graduated from Arizona State University School of Law, and was admitted to practice in Arizona state courts that same year after passing the bar. In Dec. 2001, Leavell was admitted to the United States District Court (9th Circuit).

Throughout his career, he has worked as a law clerk/paralegal and attorney for Hyndman & Navazo, PLC, and Leavell practiced as a civil litigator and criminal defense lawyer. Subsequently, Mr. Leavell practiced in the areas of wills, trusts, estate planning and civil litigation for Matheny & Associates, P.C., before establishing his practice, Leavell & Associates, P.L.C., in Mesa and Scottsdale, Arizona. Leavell & Associates, P.L.C., focuses on estate planning, business and litigation services. He is a member of the Probate and Trust Section of the Arizona State Bar.

Born in Viborg, Denmark, as a son of a United States Navy Commander, Thomas Leavell has lived in Louisiana, Florida and currently resides in Arizona.

Testimonials

I have known Jamie for several years and know him to be a knowledgeable and professional estate planner. His detail and care in focusing on children and making sure assets are transferred into the trust is, by far, what makes him the person to handle my client's estates and financial needs. I also like the way Jamie becomes a great team member for my clients.

I've seen him sit with couples and groups bringing an ease to a very uncomfortable subject for most - dying and money.

All these reasons are why Jamie was my choice for an estate planner and for my family and friends.

-- Jerilyn L. Evans-Graff - Accountant and Owner, Evans-Graff, Inc., Mesa, AZ

Jamie is a very bright and exciting person to work with even though his line of work may be a bit opposite. My wife and I are clueless when is comes to drawing up a living will and a trust, and Jamie was able to explain it to us in a very straight-forward way... and didn't mind repeating his careful explanations when I still didn't get it.

He seems very knowledgeable and is also very professional and organized with producing the final will and trust documents and was flexible with his scheduling in meeting with us at our home during each visit. I would recommend Jamie to my friends and relatives who haven't setup a living will or trust yet.

-- Jason Lim - Owner, Onsite One, Chandler, AZ

We used Jamie Kahn to help create our Living Trust. He was very thorough and took whatever time we needed to explain everything.

When we first contacted him, we were not sure which direction to go in - we knew we wanted formal documents for our personal lives and protection, however, as a new start-up business, we were not familiar with all the options available to us. Jamie listened to our set-up and goals, and help construct a tailored plan that is exclusive to our needs and not a cookie cutter document.

He has provided us with the several layers of protection we need, not only personally, but for our business as well. We have a great sense e of security knowing that the Trust in done. In addition, he has continued to follow-up with us and provided terrific networking contacts and opportunities.

We really appreciate everything he has done for us! I would and do recommend Jamie Kahn to several of my friends and business contacts.

-- Sarah Fox - Co-Owner, Last Call Clean All, Chandler, AZ

My wife and I would like to thank you for an outstanding job you did on our trust. You made the whole experience very easy and explained every detail we had questions about. I especially liked the fact that even after you delivered the trust package you did several follow-ups to see how things were going. I have recommended your services to many of my friends and business associates and wish you continued success.

-- Kim and Ruth Ridgeway - Scottsdale, AZ

Thanks for doing such an excellent job working with my parents these past few weeks. It was not an easy thing for them to undertake as it gave them a reality check of death. But I thank God they did. It will be an easier task for us their children to face in due time.

Your personal and professional approach had made it easy for them to finally accomplish this huge decision at this stage of their lives. Your gentle presentation of this sensitive topic and the simple language you used at the level of our understanding had been a tremendous help. God also taught me patience and gentleness to deal with my Dad, as he dragged the whole process. Thanks for easing his mind and spirit.

Again, in behalf of my brothers and sisters, our warm-hearted gratitude for all you've done in drawing the revocable living trust, and any future support you will provide them. You're awesome! God bless!

-- Shirley Steen - Mesa, AZ

We didn't know for sure what would be their plans and this Revocable Living Trust will really give them a peace of mind and glad they did this. I know my dad was hesitant to do this and with your advice, he listened. I already told them long time ago getting a Living Trust but he has a different thinking. I'm really happy that my parents are getting a good financial planner and I know you're doing your best for them. I really appreciate your time & effort to explain it to them and to all of us.

I appreciate your immediate response and nice meeting you while I was there.

-- Angelica Torres - Alameda, CA

"I met Jamie at an estate planning seminar that Edward Jones was hosting and after hearing him talk about the importance of a trust and a will I knew I wanted to meet with him. I had a little trouble convincing my new husband and he was sort of set on just doing a will. I set up an appointment with Jamie and he was very accommodating to our hectic schedule. When he showed up at our home he did a fantastic presentation on why we needed both the will and the trust. My husband was convinced and was impressed with how sharp Jamie was. He covered all of the issues with us, and even helped diffuse a possible argument regarding dividing our assets.

Jamie is very detailed, organized and did exactly what he said he was going to do. I feel so much better now knowing that we took the time and invested the small amount of money Jamie charges to have some security for our kids if the need were to arise. I recommend meeting with Jamie and protecting yourself and your family!"

How to contact: jtench2001@yahoo.com

-- Julie Varland - Chandler, AZ

"Jamie was referred to me by a business colleague to help me with some insurances needs to ensure my young daughter's future was financially sound. In the process, I expressed interest in protecting my 401k from my previous job and he presented several options to ensure I would not have to worry about losses to market changes and still earn interest competitive with major market indices.

He's also a good guy to hit some tennis balls around with on the weekends."

-- Harold Fischer - Owner, Chandler Custom Cycles Chandler, AZ

Mr. Jamie Kahn has done our Wills and Living Trust. I can't thank him enough for his professionalism, thoroughness, attention to detail and walking my wife and I throughout the process.

I highly appreciate his services and recommend him to anyone whom has not done his or trust and will.

-- Cameron and Shannon Eghlimi - Scottsdale, AZ

We met Jamie when he came to our house to explain insurance options to us after we got an estate planning package. He was a very thorough and professional person, but also very friendly and caring. He answered any and all questions that my husband and I had and offered to help us in any other way he could.

He had started his own business and came over again at our request about further insurance coverage. We were very thankful to him for his work and finding the best coverage that suited our needs. He took the time to search out companies so that we could have the best available.

We have highly recommended him to others for any estate planning that they may have.

-- Steve and Faye Hollaway - Phoenix, AZ

I first met Mr. Kahn at a local dog park early in the morning (7 AM) so I know he is an early riser and likes to get a good jump on the day's work. He is not pushy like most people in this line of work so you have time to think about your decisions and understand what it is you are trying to accomplish. He has a very pleasant personality and is easy to get to know.

Mr. Kahn has had many years experience in doing living trusts and seems to know it inside and out. The presentation booklet he provides allows you to thoroughly understand the trust, how it works, and he provides you with a list of the things you need to do to make it work properly. He also tailored my retirement funds to mesh perfectly with my envisioned future lifestyle.

Mr. Kahn is always available to answer any questions you have and he also has contacts with many other people in other professions which we found to be of great help. We know we saved a great deal of money on the living trust as we compared prices with others offering the same product. I would have no hesitation in recommending Mr. Kahn to anyone in need of estate planning.

-- Tom & Carrie Traylor - Gilbert, AZ