Estate planning – the protection of assets, tax minimization, business succession, and providing for beneficiaries – is essential to your future financial well-being and that of your family.
That is why BeachFleischman offers comprehensive estate planning and administration services specifically tailored to meet each client’s needs.
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We partner with attorneys and investment advisors to develop a lifelong plan for asset allocation to your spouse, children, trusts, and charities.
As circumstances warrant – new heirs, changes in business holdings and other assets, and new tax legislation – we revisit the plan to ensure it reflects those developments.
Here are some of the estate planning and administration services BeachFleischman provides:
- Retirement plan consulting
- Gifting strategies
- Asset valuation
- Business succession planning
- Trust formation and asset allocation
- Trust administration
- Tax planning and preparation
Our estate specialists keep current with changes in tax laws and estate issues by attending numerous seminars and being actively involved in professional organizations such as the Southern Arizona Estate Planning Council and the Tucson Tax Study Group.
If interested in learning more about our estate planning services, please contact Cindy Schroeder at 520-321-4600 or email her at cschroeder@beachfleischman.com.
