Estate planning through 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’s estate planning CPAs offer comprehensive estate planning and administration services specifically tailored to meet each client’s needs. We provide estate planning services throughout Phoenix and Tucson Arizona, however, we also work with clients across the U.S.
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.
Estate Planning Services
Here are some of the estate planning and administration services BeachFleischman provides:
- Retirement plan consulting
- Gifting strategies
- Asset valuation
- Business succession planning
- 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.
Contact our Estate Planning Advisors
BeachFleischman CPAs has offices in Phoenix and Tucson Arizona (AZ) and serves individuals throughout the U.S. with their estate planning needs. If you are interested in learning more about how BeachFleischman’s estate planning tax professionals can assist you, please fill out the submission form below and we’ll return your inquiry in a prompt manner.