Contact Us: (520) 886-3181 CPAmerica International

Estate & Trust Planning

estate-trustEstate planning encompasses everything from planning for retirement to planning for what happens to assets upon passing. We can assist you in reaching your goals of living a comfortable retirement and in transferring your assets to provide for loved ones and charities while minimizing transfer and estate taxes.

Our estate and trust planning services include but are not limited to:

  • Retirement Planning
  • Business Succession Plans
  • Asset Protection
  • Wealth Transfer
  • Trust Setup
  • Charitable Giving
  • Gift Planning
  • Minimizing of Transfer and Estate Taxes