99% of people don't understand or have the correct Estate Plan Documents. Probate Avoidance-Without a Trust-New Arizona Laws-What Attorneys don't want you to know. Living Trusts-Wills-Power of Attorney.
Business Entities - We organize and assist with management duties, such as Corporations - "C" & "S", Limited Liability Companies (LLCs), Sole Proprietorship, Family Agreements, Succession Planning, Buy-Sell Agreements- and set up accounting record keeping systems.
Income Tax - We handle all returns (Individual, Estate, Trust, LLC, Corporations), Gifts arrangements, Independent Contractor- Financing Reporting, IRS and State Revenue Dept audits and other collection issues, estate tax avoidance, gift planning, capital gain analysis, and annuity and IRA distribution planning.
Estate Planning - We emphasize the education of our clients, have information organized for appointees, determine proper forms and minimize costs, and provide creative planning ideas for lifetime and death distributions, and special needs and spendthrift trust arrangements.
Post Death Administration - We provide assistance in probate and trust administration, estate accountings, releases, creditor claims and collection of estate assets.
Real Estate - We assist with sales by owner or purchases from owner without realtor fees; possessory interests, deeds, liens & security arrangements, beneficiary deeds, family joint ownership arrangements, ownership issues and probate assistance - planning.
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